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 a privately owned LLC operating as a private equity fund manager and adviser to pooled investment vehicles. The firm is registered with the SEC (registration noted in 2025) and positions itself to serve institutional clients. Its advisory activity centers on portfolio management for pooled vehicles, and its compensation is performance-fee driven rather than traditional asset-based advisory fees. The firm is not set up as a capital allocator; instead, it functions as an investment sponsor and general partner. Regulatory and activity details identify Tabernacle Equity Management as an adviser/manager and managing member of pooled investment vehicles rather than a pension consultant or multi-state retail adviser. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

    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