PROPHET EQUITY MANAGEMENT LLC
Firm details
- Headquarters
- SOUTHLAKE, Texas
- CRD number
- 163214
- Registered since
- April 24, 2012
- Website
- prophetequity.com
- Fee structure
- Performance Based Fees
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Prophet Equity Management LLC operates as a private equity fund manager focused on pooled investment vehicles for institutional clients. The firm’s advisory activity centers on managing a single private equity vehicle and on sponsoring or acting as a general partner/managing member for pooled structures. Revenue is driven in part by performance-based fee arrangements, which aligns the firm’s economics with fund performance rather than solely asset-based fees. Investment preferences emphasize alternative strategies: filings show allocations to hedge funds and real estate through third-party managers, with mutual funds used as additional investment vehicles. Prophet Equity Management LLC is not identified as an active ESG investor and is organized as a limited liability company with an individual owner; it has been SEC-registered since 2012 and is classified as a private equity fund advisor serving institutional clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3ROSS GATLIN
Managing PartnerCRD 6048336
David Rex
Managing Director and General CounselCRD 8066522
GEORGE STELLING
General PartnerCRD 6048342
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
Similar firms
PLANGUIDE FINANCIAL
RIASOUTHLAKE, TX
TRINITY PORTFOLIO ADVISORS, LLC
RIASOUTHLAKE, TX
BOW STREAM INVESTMENTS LLC
RIASOUTHLAKE, TX
RIDGEWOOD WEALTH MANAGEMENT LLC
RIASOUTHLAKE, TX
TABERNACLE EQUITY MANAGEMENT LLC
RIASOUTHLAKE, TX
STRANBERG CAPITAL LLC
RIASOUTHLAKE, TX