TABERNACLE EQUITY MANAGEMENT LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2David Rex
Managing Director and General CounselCRD 8066522
ROSS GATLIN
Managing PartnerCRD 6048336
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
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