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 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
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 3Steven Bender
FinOpCRD 2650187

Mario Lotufo
Registered RepresentativeCRD 4646369

Gregory Levine
CCOCRD 4002386
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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