Kozak & Tripp Private Asset Management, Inc.
● SEC registered since 2018CRD 298353SEC# 801-113934Highlands Ranch, CO
Reg. AUM
$813.4M
Employees
10
Accounts
2,390
Location
Highlands Ranch, CO
Kozak & Tripp Private Asset Management, Inc. assets under management
Kozak & Tripp Private Asset Management, Inc. is an investment advisory firm registered with the SEC based in Highlands Ranch, CO. The firm has been registered since 2018. It reports $813.4 million in regulatory assets under management and employs 10 people.
Kozak & Tripp Private Asset Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Kozak Control | Owner, Cco | 50-75% | 2018 |
| Trevor Nolen Tripp Control | Owner | 25-50% | 2018 |
Frequently asked questions
How much does Kozak & Tripp Private Asset Management, Inc. manage?
Kozak & Tripp Private Asset Management, Inc. reports $813.4 million in regulatory assets under management on its Form ADV.
How many employees does Kozak & Tripp Private Asset Management, Inc. have?
Kozak & Tripp Private Asset Management, Inc. reports 10 employees.
Where is Kozak & Tripp Private Asset Management, Inc. located?
Kozak & Tripp Private Asset Management, Inc. is based in Highlands Ranch, CO and has been SEC-registered since 2018.
Does Kozak & Tripp Private Asset Management, Inc. disclose fund performance?
Kozak & Tripp Private Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1805 Shea Center Drive, Suite 220, Highlands Ranch, CO 80129 |
| Phone | 303-847-4045 |
| Fax | 303-471-0045 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$813.4M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$813.4Mregulatory AUM
Discretionary $812.3MNon-discretionary $1.1M