# Tabernacle Equity Management LLC

> Tabernacle Equity Management LLC is an SEC-registered investment advisory firm in Southlake, TX, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.

- CRD: 336248
- Filed as: TABERNACLE EQUITY MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Southlake, TX
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336248
- AdvisorCensus page: https://advisorcensus.com/firm/tabernacle-equity-management-llc-southlake-tx-336248

## Quick answers

**How is Tabernacle Equity Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tabernacle Equity Management LLC reports these compensation arrangements: performance-based fees.

**Where is Tabernacle Equity Management LLC located?**
Tabernacle Equity Management LLC's principal office is in Southlake, TX, according to its Form ADV.

**Is Tabernacle Equity Management LLC registered with the SEC or a state?**
Tabernacle Equity Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336248.

**How much does Tabernacle Equity Management LLC manage?**
Tabernacle Equity Management LLC reports $41,502,378 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary).

**How have Tabernacle Equity Management LLC's assets and staff changed since 2025?**
In the Form ADV data for Tabernacle Equity Management LLC: Regulatory assets under management: $48,757,000 in the October 2025 data and $41,502,378 in the October 2026 data, down 15%. Total employees: 6 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tabernacle Equity Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Tabernacle Equity Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336248

**Does Tabernacle Equity Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 5, 2026 says: "The General Partner also generally requires a minimum investment of $1 million, although the General Partner reserves the right to accept lesser amounts."

**What changed in Tabernacle Equity Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $48,757,000 to $41,502,378 (-15%). Employees performing advisory functions went from 4 to 7.

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated August 5, 2026)

- Account minimum: $1,000,000

> The General Partner also generally requires a minimum investment of $1 million, although the General Partner reserves the right to accept lesser amounts.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $41,502,378
- Discretionary: $41,502,378
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $41,502,378 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tabernacleequity.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $48,757,000 | 6 | May 23, 2025 |
| October 2026 | $41,502,378 | 8 | August 5, 2026 |

Regulatory assets under management: $48,757,000 in the October 2025 data and $41,502,378 in the October 2026 data, down 15%.
Total employees: 6 in October 2025 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $48,757,000 to $41,502,378 (-15%).
- Employees performing advisory functions went from 4 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tabernacle Equity Management LLC (CRD 336248): Form ADV filing data as of October 2026.