Joseph Advisory Services
Family officeEl Paso · Seed–Late Stage · 1 people tracked
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Investment thesis
Joseph Advisory Services serves family offices and high-net-worth individuals through separately managed accounts, building portfolios via disciplined asset allocation into private funds and opportunities. It targets impact and technology-based investments with a $5M minimum allocation and 5-7 year horizons, aiming to build generational wealth aligned with client values. The firm also offers strategic advisory on venture capital structuring and M&A, comprehensive due diligence on private early- and late-stage companies across technology, healthcare, clean energy, and financial services, and end-to-end private transaction management. Its approach is grounded in three principles: integrity, vision, and stewardship, bringing institutional-quality processes to private investors seeking high-growth exposure.
Source: firm website, verified Oct 27, 2026.
Team · 1 people
from the firm's websiteGeneral Partner leading Audaz Capital, a Kauffman Fellow (Class 18) and member of the Latino Corporate Directors Association with 15 years of early-stage investing experience. He has deployed over $128M, evaluated more than 8,500 deals, made 50+ direct investments and backed 80+ funds, and holds a Ph.D. in International Business Strategy.
Frequently asked questions
- What stage does Joseph Advisory Services invest at?
- Joseph Advisory Services invests at the Seed, Series A, Series B, Series C, Growth, Late Stage stages.
- What is Joseph Advisory Services's typical check size?
- Joseph Advisory Services typically writes checks of $5M.
- What sectors does Joseph Advisory Services focus on?
- Joseph Advisory Services focuses on AI & Machine Learning, Cleantech, Fintech, Healthtech, Impact & Social Good, Sector Agnostic.
- Where is Joseph Advisory Services located?
- Joseph Advisory Services is headquartered in El Paso, US.
- Does Joseph Advisory Services lead rounds?
- Joseph Advisory Services typically participates in rounds rather than leading them.
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