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 is shown as SEC-registered in 2023. The firm is held by an individual owner and is listed in public data with an "unclassified" adviser designation. Public-facing information is minimal: the firm does not disclose its client base, fee structure, or the specifics of its advisory activities in the sources provided. The record also indicates the firm is not identified as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or pension consultant adviser.

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

    Registered RepresentativeCRD 4646369

  • 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