| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Equity 99 LLC | Private Equity | $24.8M | $10K |
| Columbia Cash Reserves. LLC | Private Equity | $23.1M | $10K |
| Equity 97 LLC | Private Equity | $11.4M | $10K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Joel Walkup Control | Cfo | Under 5% | 2001 |
| Richard Brantley Newsome Control | Chief Compliance Officer | Under 5% | 2024 |
| William Baskin Walkup Control | Owner/Investment Advisor Representative | Over 75% | 1992 |
William B. Walkup & Associates, Inc. reports $159 million in regulatory assets under management on its Form ADV.
William B. Walkup & Associates, Inc. manages 13 private funds with combined gross assets of $93.2 million.
William B. Walkup & Associates, Inc. reports 4 employees.
William B. Walkup & Associates, Inc. is based in Columbia, SC and has been SEC-registered since 2022.
William B. Walkup & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 142 Atrium Way, Columbia, SC 29223-6301 |
| Phone | 803-462-9395 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $159M |
| Non-discretionary | $0 |
| Total (RAUM) | $159M |