Investment adviser · CRD 298353
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
Investment adviser filing (IA)
HIGHLANDS RANCH, CO, United States · Form ADV filed Apr 15, 2026
- Regulatory AUM
- $813M Form ADV · Item 5.F
- Client accounts
- 2,390 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 153 | $559,752,066 | 68.8% |
| Individuals | 622 | $233,659,580 | 28.7% |
| Corporations & businesses | 13 | $19,740,177 | 2.4% |
| Charities | 3 | $207,220 | 0.0% |
Filing source
Form ADV 2094683 · Apr 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
1805 SHEA CENTER DRIVE, SUITE 220HIGHLANDS RANCH, CO, 80129, United States
CRD 298353
Filing source
Form ADV 2094683 · Apr 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.