DFX Intelligence

E••••• R••••••• W••••• F••• L•: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundreal estate fund3(c)(7)fund of funds

E••••• R••••••• W••••• F••• L•

advised by EQUITY R••••••• INVESTMENTS, LLC

Massachusetts, United States

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Search this name across graphsid dfx:ria:8e08f0f9-6445-13f2-7bd0-4c0f4add9257

Data as of Jul 18, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Feb 16, 2012 to Jul 18, 2024
33 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

E••••• R••••••• W••••• F••• L•

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: EQUITY R••••••• INVESTMENTS, LLCCRD 161186
Fund type: Real Estate Fund
Latest reported GAV: $5.1M••• Locked
Peak reported GAV: $6.9M
Beneficial owners: 6
Minimum investment: $0
Owned by the adviser: 9300%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jul 18, 2024

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
INSPIRA FINANCIAL	INSPIRA FINANCIAL	OAK BROOK	Illinois	United States	no	n/a
LEADER BANK, N.A.	LEADER BANK, N.A.	Arlington	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← EQUITY R••••••• INVESTMENTS, LLCRegistered adviserReal Estate Fund, IA
Feb 16, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e08f0f9-6445-13f2-7bd0-4c0f4add9257
First observed: Feb 16, 2012
Last observed: Jul 18, 2024 26 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.