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advised by EQUITY RESOURCE INVESTMENTS, LLC
Massachusetts, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Jan 26, 2024 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| FIRST REPUBLIC BANK | FIRST REPUBLIC BANK | Boston | Massachusetts | United States | no | n/a |
| MILLENNIUM TRUST COMPANY | MILLENNIUM TRUST COMPANY | OAK BROOK | Illinois | United States | no | n/a |
| 10 |
| $12,250 |
| 4100.0% |
| no |
| B•••••••• H••••••• L•• |
| Jul 24, 2023 | $1.2M | 10 | $12,250 | 4100.0% | no | B•••••••• H••••••• L•• |
| Apr 25, 2023 | $1.2M | 10 | $12,250 | 4100.0% | no | B•••••••• H••••••• L•• |
| Mar 30, 2023 | $1.2M | 10 | $12,250 | 4100.0% | no | B•••••••• H••••••• L•• |
| Oct 27, 2022 | $1.1M | 10 | $12,250 | 4100.0% | no | B•••••••• H••••••• L•• |
| Sep 9, 2022 | $1.1M | 10 | $12,250 | 4100.0% | no | B•••••••• H••••••• L•• |
| Jul 7, 2022 | $1.1M | 10 | $12,250 | 4100.0% | no | B•••••••• H••••••• L•• |
| Mar 31, 2022 | $1.1M | 10 | $12,250 | 4100.0% | no | B•••••••• H••••••• L•• |
| Dec 14, 2021 | $650,385 | 10 | $12,250 | 4100.0% | no | B•••••••• H••••••• L•• |
| Aug 17, 2021 | $650,385 | 10 | $12,250 | 4100.0% | no | B•••••••• H••••••• L•• |
| Apr 9, 2021 | $650,385 | 10 | $12,250 | 4100.0% | no | B•••••••• H••••••• L•• |
| Mar 26, 2021 | $650,385 | 10 | $12,250 | 4100.0% | no | B•••••••• H••••••• L•• |
| Apr 29, 2020 | $441,712 | 10 | $12,250 | 3500.0% | no | B•••••••• H••••••• L•• |
| Mar 25, 2020 | $441,712 | 10 | $12,250 | 3500.0% | no | B•••••••• H••••••• L•• |
| Mar 22, 2019 | $340,364 | 10 | $12,250 | 3500.0% | no | B•••••••• H••••••• L•• |
| Mar 29, 2018 | $373,171 | 8 | $12,250 | 3500.0% | no | B•••••••• H••••••• L•• |
| Aug 2, 2017 | $402,890 | 8 | $12,250 | 3500.0% | no | B•••••••• H••••••• L•• |
| Mar 28, 2017 | $402,890 | 8 | $12,250 | 3500.0% | no | B•••••••• H••••••• L•• |
| Oct 13, 2016 | $482,180 | 8 | $12,250 | 3500.0% | no | B•••••••• H••••••• L•• |
| Apr 8, 2016 | $482,180 | 8 | $12,250 | 3500.0% | no | B•••••••• H••••••• L•• |
| Mar 29, 2016 | $482,180 | 8 | $12,250 | 3500.0% | no | B•••••••• H••••••• L•• |
| Mar 30, 2015 | $688,186 | 11 | $12,250 | 3500.0% | no | B•••••••• H••••••• L•• |