Tabernacle Equity Management LLC

RIASEC RegisteredEst. 2025
Total AUM
$41.5M
Discretionary
$41.5M
100% of AUM
Avg account
$41.5M
Accounts
1
Employees
8
Advisory reps
2

Firm details

Headquarters
Southlake, Texas
CRD number
336248
Registered since
June 16, 2025
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tabernacle Equity Management LLC is an LLC that operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm is organized to manage a private equity fund structure and serves as an adviser and sponsor/GP and managing member of pooled vehicles. Its compensation is performance-based, and it does not position itself as an ESG-focused allocator or as a multi-state adviser. The firm reports SEC registration in 2025 and lists an individual owner.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

    Ross Gatlin

    Managing PartnerCRD 6048336

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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