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 appears in FINTRX as an SEC-registered adviser (registration year 2023). The firm is owned by an individual and is classified in the database as "Unclassified." The profile flags Modern Private Equity Partners as not acting as a capital allocator and not participating as an active ESG investor. It is also not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser in the available records. The firm has provided very limited public detail about its advisory activities, client segments, fee schedules, or business lines. The FINTRX snapshot does not include descriptions of service offerings or investment mandates.
Assets & Accounts
Investments & Alternatives
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

Daniel DePalma
Compliance DirectorCRD 2504871
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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