Modern Private Equity Partners, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Spencer, Tennessee
CRD number
326206
Registered since
December 22, 2023

Firm profile

FINTRX

Overview

Modern Private Equity Partners, LLC is organized as a limited liability company and is registered with the SEC (registration year 2023). Public filings identify an individual owner and classify the adviser as "unclassified." The firm reports that it is not a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser. It also does not list itself as a pension consultant or a related adviser. Publicly available disclosures for the firm are minimal. The firm has not provided descriptive information about its investment focus, advisory services, target client types, or fee structure in the materials reviewed.

Assets & Accounts

Location & Offices

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

Owners & executives

1 of 1
  • Audrey Levine

    Chief Compliance OfficerCRD 7687224

Contacts

3 of 4
  • Steven Bender

    FinOpCRD 2650187

  • Mario Lotufo

    Mario Lotufo

    Registered RepresentativeCRD 4646369

  • Gregory Levine

    Gregory Levine

    CCOCRD 4002386

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Spencer, TN

Van Buren

Location

Spencer, TN

Headquartered in Spencer, TN, in the South of the United States.

Region
South
County
Van Buren
Address
2847 Long Branch Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth