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| Keyboard |
| Kozak & Tripp Private Asset Management Inc
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|---|---|
| CRD # | 298353 |
| SEC # | 801-113934 |
| CIK # | |
| AUM | 813.4 M (2026-04-15) |
| Employees | 10 (20% Investors, 0% Brokers) |
| Phone | 303-847-4045 |
| Address | 1805 Shea Center Drive Highlands Ranch, CO 80129 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 622 | 233.7 |
| (b) Individuals (high net worth individuals) | 153 | 559.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 19.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,390 | 813.4 |
| By Discretionary | ||
| Discretionary | 2,356 | 812.3 |
| Non-Discretionary | 34 | 1.1 |
| Total | 2,390 | 813.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 813.4 | |
| Total | 2,390 | 813.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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