Investment adviser · CRD 336248
TABERNACLE EQUITY MANAGEMENT LLC
Investment adviser filing (IA)
SOUTHLAKE, TX, United States · Form ADV filed Aug 5, 2026
- Regulatory AUM
- $41.5M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 1 | $41,502,378 | 100.0% |
Filing source
Form ADV 2124303 · Aug 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
TABERNACLE EQUITY LPPrivate Equity Fund · Last reported Aug 5, 2026$44MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
COHNREZNICK LLP
PCAOB 596
Fund details & source
- Fund ID
- 805-1086988724
- Reported beneficial owners
- 60
- Minimum commitment
- $1M
Form ADV 2124303 · Aug 5, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 5, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Performance-based
Principal office
1460 MAIN STREET, SUITE 200SOUTHLAKE, TX, 76092, United States
CRD 336248
Filing source
Form ADV 2124303 · Aug 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.