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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 |
|---|---|---|---|---|---|---|
| Jul 18, 2024 | $8.0M |
| 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 |
| $2,500 |
| 400.0% |
| no |
| C••••• H••• H••••••• L•• |
| Jun 14, 2024 | $8.0M | 20 | $2,500 | 400.0% | no | C••••• H••• H••••••• L•• |
| Mar 28, 2024 | $8.0M | 20 | $2,500 | 400.0% | no | C••••• H••• H••••••• L•• |
| Jan 26, 2024 | $6.5M | 20 | $2,500 | 400.0% | no | C••••• H••• H••••••• L•• |
| Jul 24, 2023 | $6.5M | 20 | $2,500 | 400.0% | no | C••••• H••• H••••••• L•• |
| Apr 25, 2023 | $6.5M | 20 | $2,500 | 400.0% | no | C••••• H••• H••••••• L•• |
| Mar 30, 2023 | $6.5M | 20 | $2,500 | 400.0% | no | C••••• H••• H••••••• L•• |
| Oct 27, 2022 | $6.2M | 20 | $0 | 400.0% | no | C••••• H••• H••••••• L•• |
| Sep 9, 2022 | $6.2M | 20 | $0 | 400.0% | no | C••••• H••• H••••••• L•• |
| Jul 7, 2022 | $6.2M | 20 | $0 | 400.0% | no | C••••• H••• H••••••• L•• |
| Mar 31, 2022 | $6.2M | 20 | $0 | 400.0% | no | C••••• H••• H••••••• L•• |
| Dec 14, 2021 | $6.3M | 20 | $0 | 400.0% | no | C••••• H••• H••••••• L•• |