Modern Private Equity Partners, LLC
Firm details
- Headquarters
- Spencer, Tennessee
- CRD number
- 326206
- Registered since
- December 22, 2023
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Audrey Levine
Chief Compliance OfficerCRD 7687224
Contacts
3 of 4Steven Bender
FinOpCRD 2650187

Mario Lotufo
Registered RepresentativeCRD 4646369

Gregory Levine
CCOCRD 4002386
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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