Modern Private Equity Partners, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
4
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 appears in FINTRX as SEC-registered in 2023. Ownership is listed as individual and the firm is classified as "unclassified" in the database. The profile records the firm as not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. FINTRX does not list the firm's client mix, advisory services, or fee model, so there is limited visibility into whether Modern Private Equity Partners operates as a traditional advisory RIA, a private equity placement vehicle, or another advisory format. The combination of recent SEC registration and an individual owner profile suggests a small, owner-managed enterprise, but the record stops short of describing investment strategies or target client segments.

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 3
  • Steven Bender

    FinOpCRD 2650187

  • Mario Lotufo

    Mario Lotufo

    Registered RepresentativeCRD 4646369

  • Gregory Levine

    Gregory Levine

    CCOCRD 4002386

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