Modern Private Equity Partners, LLC
Firm details
- Headquarters
- Spencer, Tennessee
- CRD number
- 326206
- Registered since
- December 22, 2023
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Audrey Levine
Chief Compliance OfficerCRD 7687224
Contacts
3 of 4Steven Bender
FinOpCRD 2650187

Mario Lotufo
Registered RepresentativeCRD 4646369

Daniel DePalma
Compliance DirectorCRD 2504871
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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