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 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

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

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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