Axxes Capital Names Arun Kaul, CFA, Chief Investment Strategist

The industry veteran brings over 30 years of experience to the newly created role.

CORAL GABLES, Fla., Oct. 15, 2025 /PRNewswire/ -- Axxes Capital, a private markets investment firm dedicated to providing wealth advisors and their clients access to innovative private markets solutions, announced today the appointment of Arun Kaul, CFA, as Chief Investment Strategist. In this newly created role, Kaul will lead Axxes Capital's market intelligence, education, and thought leadership initiatives designed to advance understanding and adoption of private investments within the broader wealth management community.

"We are extremely fortunate to have a seasoned leader like Arun join the Axxes team," said Joseph DaGrosa, Jr., Chairman and CEO of Axxes Capital. "As more investors seek access to private investments and their potential benefits, his depth of experience and passion for the industry make him the perfect partner to help us continue to bridge the gap between innovative private investments and the advisors and clients looking for new ways to diversify and grow their wealth."

As Chief Investment Strategist, Kaul will be responsible for guiding Axxes Capital's strategic positioning and market outlook across the private markets landscape. He will oversee the firm's competitive and regulatory intelligence efforts, both domestically and internationally, helping identify opportunities and changes that could impact product structure, distribution, or investor access. In addition, he will drive the firm's advisor education and advocacy initiatives, ensuring that financial professionals are well-informed regarding the value and mechanics of private investments, while also supporting the internal sales force through educational tools, presentations, and messaging alignment.

"I'm excited to join Axxes Capital at such a pivotal moment for private markets," said Kaul. "As private investments become a larger part of the modern portfolio, advisors and their clients are increasingly seeking clarity and education on how to integrate options, like interval funds, into their investment strategy. My goal is to help make that access more streamlined and impactful through Axxes' advisor-driven approach."

With more than 30 years of industry experience, Kaul brings deep investment and leadership expertise to Axxes Capital. Throughout his career, he has been responsible for the management of equities, bonds, multi-asset strategies, and hedge funds. He has also overseen manager-of-managers platforms and conducted diligence on hundreds of private market strategies spanning private equity, private credit, and real estate.

Along with DaGrosa, Kaul is also the co-author of The Financial Advisor's Guide to Private Investments, a book designed to provide advisors with access, insight, and confidence as they navigate the growing private markets landscape.

Prior to joining Axxes Capital, Kaul founded Boutique CIO, where he also currently serves as President and Chief Investment Officer, providing comprehensive investment solutions to family offices, private clients, and RIAs. He previously served as Chief Investment Strategist at Mainstreet Advisors (now a division of Fifth Third Bank), along with positions as President and Chief Investment Officer of a $2 billion RIA in Boca Raton and Principal and Co-Chief Investment Officer of Hillsdale Investment Management, a firm he helped grow from inception to more than $500 million in assets.

Kaul earned a Bachelor of Arts degree in Finance and Economics from Western University and holds the Chartered Financial Analyst (CFA) designation. He is a frequent conference speaker, a regular contributor to industry publications, and has mentored dozens of graduates through Boutique CIO's internship program.

About Axxes Capital
Axxes Capital is a private markets investment management firm committed to delivering innovative, investment solutions to wealth advisors and their clients. The firm partners with independent, established asset managers to offer retail investors access to private equity, credit, and other alternative strategies, all through advisor-friendly vehicles. For more information, visit www.axxescapital.com.

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SOURCE Axxes Capital