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Building 2EQUITY RESOURCE INVESTMENTS, LLC

Map pinCAMBRIDGE, MA
Phone617-876-4800
NotebookSEC #801-74326
Total AUM
$1.3B
Employees
27
Clients
68

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1280 MASSACHUSETTS AVE
STE 4
CAMBRIDGE
MA 02138
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
617-876-4800

ReceiptFinancials

Total AUM
$1.3B
Accounts
68
Discretionary
$1.3B
Accounts
68
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
68
AUM
$1.3B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Performance-Based
Other Compensation
A PERCENTAGE OF INVESTED CAPITAL

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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