Managers/Private equity/Massachusetts/Equity Resource Investments

Equity Resource Investments

Equity Resource Investments is a private equity manager in Cambridge, MA. It is registered with the SEC as an investment adviser with $1.3B in regulatory assets and 27 staff. It has 6 funds on file, the latest reported in October 2026.

Funds on file
6
Raised, all funds
$366.1M
Regulatory assets
$1.3B
Staff
27
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$1.3B
Employees27
Clients68 private funds.
Control personsPaul, George Coelho, Eggert Dagbjartsson, Joanne, Dolores Foley, Charles, Thorndike Haydock, Victor, James Paci, Kurt, Renfrew Spring.
Private funds73 private funds holding $1.4B in gross assets.

Private funds it reports

FundTypeGross assets
Equity Resource Fund A 2022 Real estate $309.8M
Equity Resource Fund 2020 Real estate $254M
Equity Resource Fund 2018 Real estate $209.5M
Equity Resource Fund 2015 Holdings LLC Series 3 Real estate $70.9M
Equity Resource Fund 2017 Holdings LLC Series 3 Real estate $67M
Equity Resource Fund B 2022 Real estate $50.9M
Equity Resource Fund 2017 Reit Real estate $34.9M
Equity Resource Fund 2013 Holdings LLC Series 3 Real estate $33.4M
Equity Resource Fund 2020 Reit Real estate $32.3M
Equity Resource Fund 2011 Reit Real estate $24.7M
Equity Resource Fund 2011 Holdings LLC Series 3 Real estate $18.2M
Equity Resource Fund 2013 Limited Partnership Real estate $16.6M
Equity Resource Fund 2013 Reit Real estate $14.4M
Eri/rei Real estate $14.1M
Equity Resource Fund 2011 Limited Partnership Real estate $12.9M