Equity 97 LLC
Equity 97 LLC is a private equity fund organized in South Carolina, United States and advised by William B. Walkup & Associates, Inc. Its adviser reported $10,043,104 in gross assets for the fund on Form ADV, filed Mar 28, 2024. It reported 19 beneficial owners. The minimum investment it accepts is $10,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors.
- Gross assets
- $10,043,104As reported on Form ADV
- Beneficial owners
- 19
- Minimum investment
- $10,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 owners
- Fund type
- Private equity fund
- Domicile
- South Carolina, United States
- Auditor
- Assurance Dimensions
- Custodian
- Interactive Brokers LLC; Wells Fargo
- Adviser
- William B. Walkup & Associates, Inc. · Columbia, SC · CRD 135533
- Reported on
- Mar 28, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Equity 97 LLC
What is the minimum investment for Equity 97 LLC?
According to its adviser's Form ADV filed Mar 28, 2024, the minimum investment Equity 97 LLC accepts is $10,000.
Who can invest in Equity 97 LLC?
Equity 97 LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1).
How large is Equity 97 LLC?
Its adviser reported $10,043,104 in gross assets on Form ADV filed Mar 28, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages Equity 97 LLC?
Equity 97 LLC is advised by William B. Walkup & Associates, Inc., based in Columbia, SC.
Who are Equity 97 LLC's service providers?
Its Form ADV lists Assurance Dimensions as auditor.