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.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$41,502,378100.0%
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 fund

The 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
Auditor COHNREZNICK LLP DALLAS, Texas, United States
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 200
SOUTHLAKE, 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.