HIGHLANDS RANCH, COCRD 298353Latest ADV April 15, 2026
Kozak & Tripp Private Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Highlands Ranch, CO. Its latest Form ADV filing, dated April 15, 2026, reports $813M in regulatory assets under management, 10 employees, and 2,390 accounts.
Assets Under Management
$813M
Employees
10
Offices
--
Total Clients
791
Primary office
HIGHLANDS RANCH, CO
1805 SHEA CENTER DRIVE, SUITE 220, HIGHLANDS RANCH, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.6% of total clients.
Top client categories% of clientsClients
1
Individuals
78.6%
622
2
HNWI
19.3%
153
3
Corporations
1.6%
13
4
Charitable
0.4%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$813Mas of April 15, 2026
Discretionary99.9%
$812M
100% of total RAUM99.9%
Non-discretionary0.1%
$1M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$813M
Total Accounts2,390
10Y AUM Change+$813M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee79:1
10Y Employee Change+8 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.