Tabernacle Equity Management LLC
Firm details
- Headquarters
- Southlake, Texas
- CRD number
- 336248
- Registered since
- June 16, 2025
- Website
- tabernacleequity.com
- Fee structure
- Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Tabernacle Equity Management LLC is an SEC-registered limited liability company organized as a private equity fund manager. The firm identifies its primary clients as institutional investors and provides portfolio management for pooled investment vehicles. Its compensation is performance-based, consistent with a manager that sponsors and governs closed-end or private capital vehicles. Tabernacle reports it is not an active ESG investor and does not present itself as a multisite adviser or pension consultant. Regulatory filings list the firm as an owner-operated business and note affiliations consistent with acting as sponsor, general partner, and managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Ross Gatlin
Managing PartnerCRD 6048336
David Rex
Managing Director and General CounselCRD 8066522
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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