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CRD#: 326206
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
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Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
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Average HNWI Account Size:No Information
Where the Statistical Data for MODERN PRIVATE EQUITY PARTNERS, LLC Comes From
Understanding the Statistics for MODERN PRIVATE EQUITY PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
2847 Long Branch Road, Spencer, TN 38585
Mailing Address
2847 Long Branch Road, Spencer, TN 38585
Firm Size
Small
Phone Number
(646) 734-1881
Established
Tennessee since 05/02/2022
Firm Type
Limited Liability Company
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at MODERN PRIVATE EQUITY PARTNERS, LLC
ML
Mario Lotufo
RR
CRD#: 4646369
Location:
Spencer, TN 38585
Company:
MODERN PRIVATE EQUITY PARTNERS, LLC
Disclosures:
Experience:
22 years
AL
Audrey Rose Levine
RR
CRD#: 7687224
Location:
Spencer, TN 38585
Company:
MODERN PRIVATE EQUITY PARTNERS, LLC
Disclosures:
Experience:
3 years
SB
Steven Christopher Bender
RR
CRD#: 2650187
Location:
New York, NY 10170
Company:
BAADER HELVEA INC.
Disclosures:
Experience:
30 years
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