PROPHET EQUITY MANAGEMENT II LLC

RIASEC RegisteredEst. 2014
Total AUM
$171M
Discretionary
$171M
100% of AUM
Avg account
$171M
Accounts
1
Employees
8
Advisory reps
2

Firm details

Headquarters
SOUTHLAKE, Texas
CRD number
170614
Registered since
April 9, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Prophet Equity Management II LLC is a privately held limited liability company that operates as a private equity fund adviser focused on pooled investment vehicles for institutional clients. The firm registered with the SEC in 2014 and is structured to act as an adviser, sponsor and managing member of funds it manages. Its fee model combines a percentage-of-assets charge with performance-based fees, aligning compensation with fund results. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on private equity strategies, with the firm also placing capital with external managers in hedge funds and real estate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • David Rex

    Managing Director and General CounselCRD 8066522

  • ROSS GATLIN

    Managing PartnerCRD 6048336

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SOUTHLAKE, TX

TARRANT

Location

SOUTHLAKE, TX

Headquartered in SOUTHLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
1460 Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth