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Podcast: Registered Investment Advisor Podcast
Episode: Bringing Private Equity to the Mass Affluent
Description: What if your accredited clients could tap into institutional-quality private deals without locking up their money for a decade?
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In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Joseph DaGrosa, Jr., Chairman and CEO of Axxes Capital, who explains how his career evolved from auditing at a wirehouse to partnering with an early leveraged buyout pioneer and ultimately building Axxes Capital to open private equity and private credit to the mass affluent accredited investor market. He also shares why interval funds, rigorous sub-advisor due diligence, and his new educational resource, The Financial A...