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Equity 97 LLC

Private Equity FundFund ID 805-7984533352South Carolina, United States
Gross assets
$12.4M
Min. investment
$10K
Beneficial owners
19
Size rank
Top 75%
Audited
Yes
Structure
Standalone

About this fund

Equity 97 LLC is a private equity fund managed by William B. Walkup & Associates, Inc.. The fund reports $12.4 million in gross assets, placing it among the top 75% of private funds by size. The stated minimum investment is $10,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-7984533352
Fund typePrivate Equity Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsNo
% of assets independently valued79%

Other funds from this manager

FundTypeGross assets
Equity 99 LLCPrivate Equity$27.5M
Columbia Cash Reserves. LLCPrivate Equity$26.9M
Equity 96 LLCPrivate Equity$9M
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Frequently asked questions

How large is Equity 97 LLC?

Equity 97 LLC reports $12.4 million in gross assets, among the top 75% of private funds by size.

What is the minimum investment for Equity 97 LLC?

The stated minimum investment is $10,000.

Who manages Equity 97 LLC?

Equity 97 LLC is managed by William B. Walkup & Associates, Inc.

Does Equity 97 LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported
Custodian

Reported gross assets

$12.4M▲ 9%
Mar '25 — $11.4MApr '25 — $11.4MMay '25 — $11.4MJun '25 — $11.4MJul '25 — $11.4MAug '25 — $11.4MSep '25 — $11.4MOct '25 — $11.4MNov '25 — $11.4MDec '25 — $11.4MJan '26 — $11.4MFeb '26 — $11.4MMar '26 — $12.4MApr '26 — $12.4MMay '26 — $12.4MJun '26 — $12.4M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 75%
Larger than 25% of 67,041 private funds
Gross assets vs Private Equity FundsTop 74%
Larger than 26% of 31,066 private equity funds
Minimum investmentTop 94%
Higher than 6% of funds reporting a minimum

Investor base

Adviser & related persons1%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.