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 with individual ownership. The firm's public profile is sparse: it is classified as unclassified in the dataset and is not identified as a capital allocator. The database flags it as not being an active ESG investor, not operating as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Available records do not list the firm's advisory activities, fee schedule, or client segments, so its target client types and service mix are not reflected in the public summary.
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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