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 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
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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