Modern Private Equity Partners, LLC

Broker-DealerFINRA Member
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 with individual ownership. The firm's public profile is sparse: it is classified as unclassified in the dataset and is not identified as a capital allocator. The database flags it as not being an active ESG investor, not operating as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Available records do not list the firm's advisory activities, fee schedule, or client segments, so its target client types and service mix are not reflected in the public summary.

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

  • Daniel DePalma

    Daniel DePalma

    Compliance DirectorCRD 2504871

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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