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Kozak & Tripp Private Asset Management, Inc.

● SEC registered since 2018CRD 298353SEC# 801-113934Highlands Ranch, CO
Export (members)
Reg. AUM
$706.5M
Employees
10
Accounts
2,230
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 $706.5 million in regulatory assets under management and employs 10 people.
www.facebook.com/kozakassociatesView on SEC.gov ↗

Kozak & Tripp Private Asset Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Christopher Kozak ControlOwner, Cco50-75%2018
Trevor Nolen Tripp ControlOwner25-50%2018

Frequently asked questions

How much does Kozak & Tripp Private Asset Management, Inc. manage?

Kozak & Tripp Private Asset Management, Inc. reports $706.5 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

Address1805 Shea Center Drive, Suite 280, Highlands Ranch, CO 80129
Phone303-847-4045
Fax303-471-0045
Office hours8a.m. To 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$705.3M
Non-discretionary$1.2M
Total (RAUM)$706.5M