KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
CRD #298353 SEC #801-113934 HIGHLANDS RANCH, CO 303-847-4045
SEC Registered
Total AUM
$706.5M
Discretionary
$705.3M
Employees
10
Clients
0
Accounts
2,230
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $706.5M | $705.3M | $1.2M | 10 | 0 |
| Mar 2024 | $628.4M | $627.8M | $584.3K | 10 | 0 |
| Jan 2023 | $457.5M | $448.9M | $8.6M | 10 | 0 |
| Jun 2022 | $488.2M | $469.2M | $19M | 9 | 0 |
| Mar 2022 | $488.2M | $469.2M | $19M | 9 | 0 |
| Feb 2022 | $488.2M | $469.2M | $19M | 9 | 0 |
| Sep 2021 | $434.1M | $406.8M | $27.3M | 5 | 0 |
| Sep 2021 | $434.1M | $406.8M | $27.3M | 5 | 0 |
| Mar 2021 | $434.1M | $406.8M | $27.3M | 5 | 0 |
| Feb 2021 | $434.1M | $406.8M | $27.3M | 5 | 0 |
| Sep 2020 | $320.8M | $320.8M | $0 | 2 | 0 |
| Jun 2020 | $320.8M | $320.8M | $0 | 2 | 0 |
| Jun 2020 | $320.8M | $320.8M | $0 | 2 | 0 |
| May 2020 | $320.8M | $320.8M | $0 | 2 | 0 |
| Feb 2020 | $320.8M | $320.8M | $0 | 2 | 0 |
| Nov 2019 | $232.4M | $232.4M | $0 | 2 | 0 |
| Sep 2019 | $232.4M | $232.4M | $0 | 2 | 0 |
| Mar 2019 | $232.4M | $232.4M | $0 | 2 | 0 |
| Nov 2018 | $145.5M | $145.5M | $0 | 2 | 0 |
| Oct 2018 | $145.5M | $145.5M | $0 | 2 | 0 |
| Aug 2018 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$706.5M
Discretionary$705.3M
Non-Disc.$1.2M
Employees10
Clients0
DateMar 2024
Total AUM$628.4M
Discretionary$627.8M
Non-Disc.$584.3K
Employees10
Clients0
DateJan 2023
Total AUM$457.5M
Discretionary$448.9M
Non-Disc.$8.6M
Employees10
Clients0
DateJun 2022
Total AUM$488.2M
Discretionary$469.2M
Non-Disc.$19M
Employees9
Clients0
DateMar 2022
Total AUM$488.2M
Discretionary$469.2M
Non-Disc.$19M
Employees9
Clients0
DateFeb 2022
Total AUM$488.2M
Discretionary$469.2M
Non-Disc.$19M
Employees9
Clients0
DateSep 2021
Total AUM$434.1M
Discretionary$406.8M
Non-Disc.$27.3M
Employees5
Clients0
DateSep 2021
Total AUM$434.1M
Discretionary$406.8M
Non-Disc.$27.3M
Employees5
Clients0
DateMar 2021
Total AUM$434.1M
Discretionary$406.8M
Non-Disc.$27.3M
Employees5
Clients0
DateFeb 2021
Total AUM$434.1M
Discretionary$406.8M
Non-Disc.$27.3M
Employees5
Clients0
DateSep 2020
Total AUM$320.8M
Discretionary$320.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$320.8M
Discretionary$320.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$320.8M
Discretionary$320.8M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$320.8M
Discretionary$320.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$320.8M
Discretionary$320.8M
Non-Disc.$0
Employees2
Clients0
DateNov 2019
Total AUM$232.4M
Discretionary$232.4M
Non-Disc.$0
Employees2
Clients0
DateSep 2019
Total AUM$232.4M
Discretionary$232.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$232.4M
Discretionary$232.4M
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0