other names
Equity Resource Investments, LLC is a private equity firm specializing in secondary acquisition of limited partnership interests, merger transactions, partner buyouts, special situations, exit funding, recapitalization, distressed debt, joint venture equity, and sponsor equity funding. The firm invests in real estate, real estate securities, and real estate related interests, including special situation investments, both domestic and foreign. It typically considers investments in any property type such as office, retail, industrial, multifamily, senior housing, and hotel. The firm seeks investments in the United States and Canada. The firm invests between $1.0 million and $4.0 million in a c...

Adviser Profile

As of Date 05/13/2025
Adviser Type - Large advisory firm
Number of Employees 25 8.70%
of those in investment advisory functions 20
Registration SEC, Approved, 03/30/2012
AUM* 1,330,513,516 -3.99%
of that, discretionary 1,330,513,516 -3.99%
Private Fund GAV* 1,456,665,096 1.40%
Avg Account Size 20,469,439 56.58%
SMA’s No
Private Funds 65 41
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

1B 1B 1B 806M 604M 403M 201M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count65 GAV$1,456,665,096

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Brochure Summary