What if your accredited clients could tap into institutional-quality private deals without locking up their money for a decade?
 
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Joseph DaGrosa Jr., Founder and Chairman of DaGrosa Capital Partners LLC, who explains how his career evolved from auditing at a wirehouse to partnering with an early leveraged buyout pioneer and ultimately building Access 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 Advisor’s Guide to Private Investments, are helping RIAs bring institutional-style private allocations to a broader client base.
 
Key Takeaways:
→ Why the accredited investor segment represents a massive, historically underserved opportunity for private investments.
→ How the rules of the Investment Company Act of 1940 limit traditional private equity vehicles.
→ How Access Capital structures registered vehicles to bring private equity and private credit access to mass affluent accredited investors.
→ What interval funds are, how their semi-liquid structure works, and why they may be a fit for long-term investors who want private exposure with periodic liquidity.
→ Why RIAs and RIA aggregators are turning to outsourced CIO relationships to help them evaluate and implement private investments at scale.
 
Joseph DaGrosa Jr. is the Founder and Chairman of DaGrosa Capital Partners (DCP) and a veteran investor with over 30 years of experience across sports, entertainment, real estate, hospitality, aviation, retail, and more. He has led more than $2 billion in capitalized transactions and oversees several DCP portfolio companies, including Axxes Capital, Kapital Football Group, and Soccerex, the world’s largest organizer of soccer business conferences.
DaGrosa previously co-founded Quinn Residences, a $900 million single-family rental platform, and played key leadership roles in major turnarounds and acquisitions, including Heartland Food Corp., Jet Support Services Inc., and F.C. Girondins de Bordeaux. Earlier in his career, he was a partner at Maplewood Partners and began in capital markets at Paine Webber.
 
Connect With Joe:
 
Website:⁠ https://dagrosacp.com/⁠
X:⁠ https://x.com/joe_dagrosa⁠
LinkedIn:⁠ https://www.linkedin.com/in/joseph-dagrosa-jr-59415934/⁠