What Big Plan Holdings does

Big Plan Holdings is a first-generation single family office and diversified holding company founded in 2020 by the Joseph family — Josh, Tara, Sydni, and Sophie Joseph — in Nashville, Tennessee. The company was capitalized by the approximately $830M–$850M sale of Grassroots Cannabis (co-founded by Josh Joseph in 2014) to Curaleaf in 2020, and operates across four explicit verticals: real estate, hospitality, venture, and philanthropy. The venture arm functions as an active investment and operating partner, reviewing 600+ deals annually and selectively pursuing 3–5 per year with check sizes ranging from $50K to over $5M, typically taking board seats and providing back-office support, business development strategy, and M&A advisory to portfolio companies. Portfolio span crosses cannabis (Silver Therapeutics, Ascend Wellness Holdings, HAPPi), music and entertainment (Edgehill Music Publishing with 12 songwriters/producers, Academy Fight Songs, as1one, MAD TASTY), sports (Milk & Honey Sports representing 80+ athletes including Travis Kelce), film (10 Lives Studios, an Emmy Award-winning production company), hospitality and food (Sadie's Nashville, Nashville Sundae Club, Smyth & The Loyalist, Blueprint Underground Cocktail Club), fashion (American Paint Hat), and technology (SPINTEL radio airplay analytics).

The company also directly owns and operates operating businesses through BPH Hospitality, launched in 2023 as a standalone subsidiary, which controls three Nashville venues: JBJ's Nashville (a 36,767 sq ft five-story bar/restaurant/music venue at 405 Broadway developed in partnership with Jon Bon Jovi, financed by a $61M construction loan, and featuring a permanent 4K hologram installation by Proto Inc.), Hank Williams Jr Boogie Bar (a four-story venue at 419 Broadway), and PLAYDATE (a neighborhood indoor/outdoor eatery). The real estate vertical develops and acquires properties across the U.S., including The Lanes ($95M, 154-home wellness-centered community in North Nashville — the largest private investment in North Nashville history), DELUX WEHO (mixed-use multifamily/retail), and the JV with TORG to redevelop the former Smokies Stadium at Exit 407. The philanthropy vertical is anchored by The Joseph Family Foundation, a registered 501(c)(3) focused on dignity, welfare, equity, and scholarship, including the TJFF Academy offering CPD-accredited courses. The business model is hybrid: investment returns and carried interest from portfolio exits; direct operating revenue from hospitality and real estate; and unrealized gains from venture holdings, with consumer-facing customers at hospitality venues, B2B portfolio companies as investment clients, and foundation beneficiaries as philanthropic constituents.

Big Plan Holdings has a 12+ person core team combining unconventional backgrounds in finance, law, music, hospitality, and cannabis — including CIO Eric Russell ($900M+ transaction experience), COO/General Counsel Sean Marshall (previously in-house counsel for the Nashville Predators and Bridgestone Arena), and veterans of Carnegie Mellon, University of Florida, and Belmont University. Revenue and financial statements are not publicly disclosed; the company operates as a private family office with no institutional investor backing or parent company. Geographic focus is single-country/domestic (USA), with concentrations in Nashville (Tennessee), Chicago (Illinois), and operating geographies spanning 40+ states across real estate investments. Recent capital deployment — across 2024 and 2025 alone exceeding $100M in real estate development projects — and the rate of new product launches suggest strong forward growth, though lack of public financials limits precise valuation.

Name

Big Plan Holdings

Legal name

Big Plan Holdings

Website

https://bigplanholdings.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Big Plan Holdings is a Nashville-based first-generation single family office founded in 2020 by the Joseph family that operates as a diversified holding company across real estate, hospitality, venture, and philanthropy verticals, with active investment and direct operation of portfolio companies.

Ownership category

akta.pro rank

Product category

Family Office Investment and Holding Company

NAICS

Management of Companies and Enterprises (5511), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Investors, Nec (6799), Real Estate Dealers (For Their Own Account) (6532)

akta.pro primary industry

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

akta.pro secondary industries

Multi-Sector / Generalist Growth Equity (FSANACAO), Industry-Specialist Buyout (Sector-Focused) (FSANABAE)

Keywords

• Family office investments
• Venture capital funding
• Hospitality venue operations
• Real estate development
• Music publishing services

Headquarters

HQ city

Nashville

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Supply Chain, Others

Revenue model

1. Investment Returns and Carried Interest: Returns from successful exits and investments in portfolio companies across real estate, cannabis, hospitality, sports, music/entertainment, and film sectors. They actively operate and incubate businesses rather than taking passive positions.
2. Direct Operations (Hospitality): Revenue from owned and operated hospitality concepts including JBJ's Nashville, Hank Williams Jr Boogie Bar, and PLAYDATE through BPH Hospitality subsidiary.
3. Real Estate Development and Value-Add Acquisitions: Returns from developing and repositioning real estate assets across the U.S., including residential communities and commercial bar/restaurant/music venue properties.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Big Plan Holdings is a first-generation single family office and diversified holding company that invests in and actively operates businesses across four verticals: real estate, hospitality, venture, and philanthropy. The firm deploys capital ($50K-$5M+ check sizes) into proven founders and emerging companies while providing hands-on operational support, back-office services, M&A advisory, and board representation. It also directly owns and operates three bar/restaurant/entertainment venues in Nashville under its BPH Hospitality subsidiary.

Product overview

Big Plan Holdings is a first-generation family office and diversified holding company founded in 2020 by the Joseph family, operating across four main business verticals: Real Estate, Hospitality, Venture Capital, and Philanthropy. The company operates as a portfolio of distinct products and business units rather than a unified platform. Its real estate vertical develops and acquires properties across the U.S., including hospitality venues like JBJ's Nashville and The Lanes residential development. The BPH Hospitality subsidiary operates three bar/restaurant/entertainment concepts (JBJ's Nashville, Hank Williams Jr Boogie Bar, and PLAYDATE). The Venture vertical incubates businesses and invests in founders across cannabis, music/entertainment, hospitality, sports, film, fashion, and tech sectors, with a portfolio including Edgehill Music Publishing, SPINTEL, 10 Lives Studios, Silver Therapeutics, Milk & Honey Sports, and multiple cannabis brands. The Philanthropy vertical is anchored by The Joseph Family Foundation and TJFF Academy educational programs.

Differentiator

Problem solved

Functional benefit

Brands

• BPH Hospitality: A standalone enterprise co-founded by the Joseph family launched in 2023, home to three bar/restaurant/entertainment concepts in Nashville including JBJ's Nashville (partnership with Jon Bon Jovi), Hank Williams Jr Boogie Bar, and PLAYDATE.
• The Joseph Family Foundation
• Edgehill Music Publishing

Products and services

• JBJ's Nashville Five-story bar, restaurant, and music venue at 405 Broadway Nashville in partnership with Jon Bon Jovi. Approximately 36,767 sq ft with permanent hologram installation featuring the iconic singer.
• Hank Williams Jr Boogie Bar Four-story bar, restaurant, and music venue at 419 Broadway Nashville with Hank Williams Jr, featuring rooftop deck with panoramic views of the Nashville skyline.
• PLAYDATE Neighborhood indoor/outdoor eatery at 2405 12th Ave S Nashville with craft cocktails, featuring interactive components and playful menu items designed for adult audiences.
• The Lanes (Residential Development) Nashville's first wellness-centered neighborhood comprising 154 single-family homes, located 2 miles from Nashville's Central Business District. 12-acre development with condo-style amenities.
• DELUX WEHO Four-story mixed-use multifamily and retail project in Wedgewood Houston neighborhood of Nashville with premium amenity package.
• Venture Capital and Incubation Active investment and incubation of new businesses in proven founders across industries including cannabis, real estate, sports, music/entertainment, hospitality, film, CPG, and fashion sectors. Typical check sizes $50K-$5M+, pursuing 3-5 deals per year.
• Edgehill Music Publishing Nashville-based music publishing company home to 12 songwriters/producers in Nashville, Los Angeles, and London, with four producer suites and two writer rooms at HQ.
• 10 Lives Studios Production, development, and acquisition studio specializing in television, video, live events, documentaries, and digital content for A-list talent with offices in Nashville, NYC, Los Angeles, and London.
• The Joseph Family Foundation Registered 501(c)(3) rooted in authenticity, compassion, optimism, and morality. Operates four pillars: Dignity, Welfare, Equity, and Scholarship. CPD accredited courses offered through TJFF Academy.
• Real Estate Development Services Real estate development and acquisition services including state-of-the-art bar/restaurant/music venue development, value-add acquisitions, and sale-leaseback transactions for commercial properties across the U.S.

Quantifiable outcome

• Successfully exited Grassroots Cannabis for ~$830M+ to Curaleaf in 2020 - largest exit to date in cannabis industry
• +2 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core, minor and flagship.

• TORGcoreStrategic or Co-development Partner · 25 April 2025Strategic collaboration to redevelop the iconic former Smokies Stadium at Exit 407 near the Great Smoky Mountains. Joint venture to create a vibrant destination blending retail, entertainment, dining, and hospitality.
• Daniel Catullo / 10 Lives StudioscoreStrategic or Co-development Partner · 8 January 2025Partnership with 10 Lives Studios, an Emmy Award-winning production company. BPH holds board seat and provides back-office support, business development, capital markets/M&A advisory. Active projects include Alicia Keys documentary, Hollywood Vampires (Johnny Depp, Alice Cooper), Peter Frampton documentary.
• Frontline Real Estate PartnersminorStrategic or Co-development PartnerStrategic partnership with Frontline Real Estate Partners for real estate advisory and deal execution. Founded in 2009, Frontline has extensive experience in investment sales, leasing, property management, foreclosure, bankruptcy, restructuring, and distressed situations.
• Jon Bon JoviflagshipGTM or Marketing PartnerPartnership with Jon Bon Jovi for JBJ's Nashville - a five-story bar, restaurant, and music venue at 405 Broadway in Nashville. BPH developed the property from the ground up, purchasing the lot in 2020. Venue features a permanent hologram installation by Proto Inc.
• Hank Williams JrflagshipGTM or Marketing PartnerPartnership with Hank Williams Jr for Hank Williams Jr Boogie Bar - a four-story bar, restaurant, and music venue at 419 Broadway in Nashville's Lower Broadway district. First venue launched by BPH Hospitality.

Scale indicators10 records

Recent moves8 records

Expansion highlights5 records

Emerging players

• Soroban Capital Partners: Multi-strategy investment firm with concentrated, operationally-engaged approach to public and private investments—compares to BPH's selective, high-conviction model with operating involvement.

Broad incumbents

• TPG (TPG Inc.): Global alternative asset manager with dedicated growth equity and sector-focused funds across business services, real estate, and entertainment—comparable investment philosophy though at institutional scale versus BPH's family-office model.
• Eldridge Industries: Diversified holding company making controlling investments across insurance, credit, sports, media, and real estate—analogous to BPH's multi-vertical model but at significantly larger scale and broader portfolio.

Direct peers

• Certares: Travel and hospitality-focused investment firm that takes controlling or significant minority stakes in hotels, restaurants, and travel companies—overlaps with BPH's hospitality and real estate development strategy.
• The Raine Group: Investment and advisory firm focused on technology, media, and entertainment—comparable to BPH's venture and M&A advisory approach across music, sports, and entertainment portfolio companies.
• 1847 Holdings: Diversified holding company that acquires and operates small businesses across multiple consumer and service verticals—structural analog to BPH's diversified operating portfolio model.
• Raptor Group: Single-family office of Jim Pallotta that actively invests and operates across sports, entertainment, and consumer—mirroring BPH's model of celebrity/brand partnerships, hospitality, and venture investing from a family-office base.
• Island Capital Group: Private investment firm with real estate operating platform and active investment approach—analogous to BPH's integration of real estate development and operating-company investing from a private capital base.
• Standard General LP: Multi-strategy investment firm with operating involvement across media, cannabis, and real estate—similar multi-vertical model including regulated cannabis exposure that mirrors BPH's portfolio.
• Bruin Capital Partners: Private investment firm focused on sports, media, and entertainment with operating support, comparable to BPH's entertainment vertical including 10 Lives Studios, Milk & Honey Sports, and celebrity-branded hospitality.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/bigplanholdings
• Instagraminstagram.com/bigplanholdings

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Big Plan Holdings