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 recorded as an SEC-registered adviser in 2023. The firm is individually owned and is classed as "unclassified" in the dataset. The profile shows the firm is not a capital allocator and is not identified as an active ESG investor. It is also not flagged as a multi-state adviser, a pension consultant, or a related adviser. The public dataset does not include descriptions of the firm's advisory activities, client types, or fee arrangements, so there is no available detail on its target client segments, service model, or investment focus beyond the structural and regulatory attributes noted above.

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