PROPHET EQUITY MANAGEMENT LLC

RIASEC RegisteredEst. 2012
Total AUM
Avg account
$0
Accounts
0
Employees
8
Advisory reps
3

Firm details

Headquarters
SOUTHLAKE, Texas
CRD number
163214
Registered since
April 24, 2012
Fee structure
Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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

3 of 3
  • ROSS GATLIN

    Managing PartnerCRD 6048336

  • David Rex

    Managing Director and General CounselCRD 8066522

  • GEORGE STELLING

    General PartnerCRD 6048342

Wealth teams

FINTRX

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