DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
E••••• R••••••• I••••••••• L••
Latest filing May 14, 2026
First filing on the tape Feb 16, 2012 · 37 filings
SEC status approved since Mar 30, 2012
RAUM
$1.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
27
21 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
62
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$1.3B as of May 14, 2026
Mar 28, 2013$505M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 14, 2026
Mar 28, 20130 then
Employees (5.A)27 as of May 14, 2026
Mar 28, 201315 then
Private funds62 as of May 14, 2026
Mar 28, 201321 then
RAUM +1.0% over the last fiscal year-1.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 14, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $19.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 68reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
132 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E••••• R••••••• F••• A• 2••• L•• | Real Estate Fund | $310M | 256 | Dec 14, 2021 |
| E••••• R••••••• F••• 2••• L•• | Real Estate Fund | $254M | 151 | Mar 26, 2021 |
| E••••• R••••••• F••• 2••• L•• | Real Estate Fund | $209M | 109 | Mar 22, 2019 |
| E••••• R••••••• F••• 2••• H••••••• L•• S••••• 3• | Real Estate Fund | $70.9M | 169 | Mar 30, 2015 |
| E••••• R••••••• F••• 2••• H••••••• L•• S••••• 3• | Real Estate Fund | $67.0M | 142 | Mar 28, 2017 |
| E••••••••• H••••••• L••no longer reported | Real Estate Fund | $66.8M | 6 | Mar 29, 2016 |
| E••••• L•• I• L•••••• P•••••••••no longer reported | Real Estate Fund | $58.3M | 2 | Mar 29, 2016 |
| E••••• R••••••• F••• B• 2••• L•• | Real Estate Fund | $50.9M | 18 | Dec 14, 2021 |
| E••••• R••••••• F••• 2••• R••• L•• | Real Estate Fund | $34.9M | 267 | Mar 29, 2018 |
| E••••• R••••••• F••• 2••• H••••••• L•• S••••• 3• | Real Estate Fund | $33.4M | 5 | Mar 28, 2013 |
| E••••• R••••••• F••• 2••• R••• L•• | Real Estate Fund | $32.3M | 126 | Mar 26, 2021 |
| E••••••• H••••••• L•• | Real Estate Fund | $29.2M | 5 | Mar 30, 2015 |
| E••••• R••••••• F••• 2••• R••• L•• | Real Estate Fund | $24.7M | 130 | Mar 30, 2015 |
| F•••• S•• A•• L••no longer reported | Real Estate Fund | $24.4M | 138 | Dec 14, 2021 |
| F•••• S•• T• A•• L••no longer reported | Real Estate Fund | $22.5M | 10 | Dec 14, 2021 |
| E••••• R••••••• F••• 2••• H••••••• L•• S••••• 3• | Real Estate Fund | $18.2M | 5 | Feb 16, 2012 |
| F•••• S•• A•• L••no longer reported | Real Estate Fund | $18.0M | 99 | Dec 14, 2021 |
| E••••• R••••••• F••• 2••• L•••••• P••••••••• | Real Estate Fund | $16.6M | 119 | Mar 28, 2017 |
| F•••• S•• T• A•• L••no longer reported | Real Estate Fund | $16.1M | 12 | Dec 14, 2021 |
| E••••• R••••••• F••• 2••• R••• L•• | Real Estate Fund | $14.4M | 130 | Mar 30, 2015 |
| E•••••• L•• | Real Estate Fund | $14.1M | 7 | Mar 28, 2013 |
| E••••• R••••••• F••• 2••• L•••••• P••••••••• | Real Estate Fund | $12.9M | 145 | Mar 28, 2017 |
| E••••• R••••••• F••• 2••• R••• L•• | Real Estate Fund | $12.5M | 126 | Mar 26, 2021 |
| E••••• R••••••• F••• 2••• L• | Real Estate Fund | $11.5M | 50 | Feb 16, 2012 |
| F•••• E••••••• P•••••• L•• | Real Estate Fund | $9.9M | 5 | Mar 25, 2020 |
| F•••• E••••••• P•••••• L•• | Real Estate Fund | $9.8M | 6 | Mar 25, 2020 |
| E••••••••• H•••••• L•• | Real Estate Fund | $9.1M | 3 | Dec 14, 2021 |
| E••••• R••••••• F••• X•••• ••• L• | Real Estate Fund | $8.5M | 22 | Feb 16, 2012 |
| E••••••••• P••••• L•• | Real Estate Fund | $8.3M | 37 | Mar 29, 2018 |
| H•• P••••• L•• | Real Estate Fund | $8.2M | 85 | Dec 14, 2021 |
| C••••• H••• H••••••• L•• | Real Estate Fund | $8.0M | 20 | Dec 14, 2021 |
| E••••• R••••••• P••••••• F••• L•• | Real Estate Fund | $7.1M | 20 | Feb 16, 2012 |
| C••••• H••••••• L••no longer reported | Real Estate Fund | $6.7M | 4 | Mar 30, 2015 |
| N•••••• A••••••••• L•••••• P••••••••• | Real Estate Fund | $6.7M | 20 | Dec 14, 2021 |
| E••••• R••••••• F••• X••• ••• L• | Real Estate Fund | $6.4M | 9 | Feb 16, 2012 |
| E••••• R••••••• M••••• F••• L•• | Real Estate Fund | $6.3M | 6 | Feb 16, 2012 |
| E••••• R••••••• F••• X••• ••• L• | Real Estate Fund | $6.2M | 66 | Feb 16, 2012 |
| E••••• R••••••• N••••• F••• L• | Real Estate Fund | $6.2M | 6 | Feb 16, 2012 |
| F•• L• A••••••••• L•• | Real Estate Fund | $5.8M | 6 | Mar 29, 2018 |
| F•• L• A••••••••• L•• | Real Estate Fund | $5.6M | 6 | Mar 29, 2018 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• P•••• G••••• · Managing Membercontrolsince 02/2020 · owns 10% to 25%
- D••••••••• E••••• · Managing Membercontrolsince 10/2002 · owns 25% to 50%
- F••••• J•••••• D•••••• · Managing Membercontrolsince 10/2022 · owns 10% to 25%
- H••••••• C••••••• T•••••••• · Principal, Chief Compliance Officer / Assistant General Counselcontrolsince 07/2022 · owns less than 5%
- P•••• V•••••• J•••• · Managing Membercontrolsince 05/2005 · owns 10% to 25%
- S•••••• K•••• R•••••• · Managing Membercontrolsince 01/2024 · owns 10% to 25%
- B•••••• J••••• E••• · Membersince 10/2002 · owns 5% to 10%
- T•••••••• M•••• S•••• · Membersince 10/2002 · owns 5% to 10%
- Z••••••••• R••••••• J•• · Membersince 03/2008 · owns less than 5%
Related persons
Schedule D 7.A
- E•• F••• 2••• G• L••investment adviserpooled vehicle sponsorn
- E•• F••• 2••• G• L••investment adviserpooled vehicle sponsorn
- E•• F••• 2••• G• L••investment adviserpooled vehicle sponsorn
- E•• F••• 2••• M• L••investment adviserpooled vehicle sponsorn
- E•• F••• 2••• M• L••investment adviserpooled vehicle sponsorn
- E•• F••• 2••• M• L••investment adviserpooled vehicle sponsorn
- E•• F••• 2••• M• L••investment adviserpooled vehicle sponsorn
- E•• F••• 2••• M• L••investment adviserpooled vehicle sponsorn
- E•• F••• X••• G• L••investment adviserpooled vehicle sponsorn
- E•• F••• X•••• G• L••investment adviserpooled vehicle sponsorn
- E•• F••• X••• G• L••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- many private funds relative to firm sizeStatic outlier · filing May 14, 2026private funds per $1B of RAUM of 46.2 against a peer median of 4.3 (953 comparable advisers, 99.0th percentile, 13.4 robust deviations)peers: asset managers, $1B to $5B (953) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 65 to 68May 13, 2025 to Mar 30, 2026
- Advisory employees · 20 to 21May 13, 2025 to Mar 30, 2026
- Pooled vehicle clients · 65 to 68May 13, 2025 to Mar 30, 2026
- Employees · 25 to 27May 13, 2025 to Mar 30, 2026
- Private funds · 59 to 62May 13, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.3B to $1.3BMay 13, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.3B to $1.3BMay 13, 2025 to Mar 30, 2026
- RAUM · $1.3B to $1.3BMay 13, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 28, 2025 to May 13, 2025
- Accounts · 79 to 65Jul 18, 2024 to Mar 28, 2025
- Advisory employees · 17 to 20Jul 18, 2024 to Mar 28, 2025
- Pooled vehicle clients · 79 to 65Jul 18, 2024 to Mar 28, 2025
- Employees · 20 to 25Jul 18, 2024 to Mar 28, 2025
- Private funds · 73 to 59Jul 18, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.2B to $1.3BJul 18, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.2B to $1.3BJul 18, 2024 to Mar 28, 2025
- RAUM · $1.2B to $1.3BJul 18, 2024 to Mar 28, 2025
- Accounts · 106 to 79Jan 26, 2024 to Mar 28, 2024
- Advisory employees · 20 to 17Jan 26, 2024 to Mar 28, 2024
- Pooled vehicle clients · 106 to 79Jan 26, 2024 to Mar 28, 2024
- Employees · 23 to 20Jan 26, 2024 to Mar 28, 2024
- Private funds · 106 to 73Jan 26, 2024 to Mar 28, 2024
- Discretionary RAUM · $1.4B to $1.2BJan 26, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $1.4B to $1.2BJan 26, 2024 to Mar 28, 2024
- RAUM · $1.4B to $1.2BJan 26, 2024 to Mar 28, 2024
- Accounts · 107 to 106Oct 27, 2022 to Mar 30, 2023
- Advisory employees · 18 to 20Oct 27, 2022 to Mar 30, 2023
- Pooled vehicle clients · 107 to 106Oct 27, 2022 to Mar 30, 2023
- Employees · 22 to 23Oct 27, 2022 to Mar 30, 2023
- Private funds · 107 to 106Oct 27, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.4B to $1.4BOct 27, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.4B to $1.4BOct 27, 2022 to Mar 30, 2023
- RAUM · $1.4B to $1.4BOct 27, 2022 to Mar 30, 2023
- Related adviser · false to trueOct 27, 2022 to Mar 30, 2023
- Accounts · 111 to 107Dec 14, 2021 to Mar 31, 2022
- Advisory employees · 20 to 18Dec 14, 2021 to Mar 31, 2022
- Pooled vehicle clients · 111 to 107Dec 14, 2021 to Mar 31, 2022
- Private funds · 114 to 107Dec 14, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.2B to $1.4BDec 14, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.2B to $1.4BDec 14, 2021 to Mar 31, 2022
Signals
9 dated events
- Gordon Bryn Zeckhauser (Managing Member) no longer on Schedule A of E••••• R••••••• I••••••••• L•• (listed 2023-07-24, absent 2024-01-26)Jan 26, 2024 · Control person left · inference
- Renfrew Kurt Spring (Managing Member) appeared on Schedule A of E••••• R••••••• I••••••••• L••Jan 26, 2024 · Control person joined · fact
- Dolores Joanne Foley (Managing Member) appeared on Schedule A of E••••• R••••••• I••••••••• L••Oct 27, 2022 · Control person joined · fact
- Michael Bruce Quinn (Managing Member) no longer on Schedule A of E••••• R••••••• I••••••••• L•• (listed 2022-09-09, absent 2022-10-27)Oct 27, 2022 · Control person left · inference
- Robert Porcelli (Chief Compliance Officer) no longer on Schedule A of E••••• R••••••• I••••••••• L•• (listed 2022-03-31, absent 2022-07-07)Jul 7, 2022 · Control person left · inference
- T•••••••• C•••••• H•••••• (Vice President, Chief Compliance Officer / Assistant General Counsel) appeared on Schedule A of E••••• R••••••• I••••••••• L••Jul 7, 2022 · Control person joined · fact
- Paul Coelho (Managing Member) appeared on Schedule A of E••••• R••••••• I••••••••• L••Mar 25, 2020 · Control person joined · fact
- Bryn Zeckhauser (Managing Member) appeared on Schedule A of E••••• R••••••• I••••••••• L••Mar 25, 2020 · Control person joined · fact
- Michael Bruce Quinn (Managing Member) appeared on Schedule A of E••••• R••••••• I••••••••• L••Mar 25, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- E••••• R••••••• I••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/equity-resource-investmentsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- erillc.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-876-4800reportedpublic record, Form ADV, May 14, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
E••••• R••••••• I••••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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