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 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

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
  • Ross Gatlin

    Ross Gatlin

    Managing PartnerCRD 6048336

  • David Rex

    Managing Director and General CounselCRD 8066522

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