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Kozak & Tripp Private Asset Management
Kozak & Tripp was founded as a registered investment adviser headquartered in Highlands Ranch, Colorado.
Kozak & Tripp Private Asset Management
Kozak & Tripp was founded as a registered investment adviser headquartered in Highlands Ranch, Colorado. The partnership consists of Chris Kozak and Trevor Tripp, who together manage advisory relationships for a diffuse client base that the firm describes as spanning coast to coast. No founding year or wealth-origin event is publicly disclosed. The practice delivers financial planning, estate conservation, and portfolio management services rather than deploying capital into operating companies. The firm’s website outlines a defined process that includes risk management, retirement investing and distribution strategies, and education savings planning. Client portfolios are supported by a personal-website-and-vault tool, which suggests a technology-enabled but individually tailored allocation model. Kozak & Tripp does not publish a distinct asset-class mix, named portfolio holdings, or co-investment structures. Its geographic reach is national, with no additional offices beyond the Shea Center Drive location. The team page lists two professionals. Trevor Tripp’s email address appears on the About page, and the firm’s contact details place its office hours at 8:30 AM–4:30 PM Monday through Thursday, closing at 2:30 PM on Friday. No recent operational event — such as a launch, hire, or service expansion — has been publicly documented in the last 24 months. The structural differentiator is the absence of institutional architecture. Kozak & Tripp is a two-partner advisory shop, not a family office or fund manager. Its model relies on direct client relationships rather than a pooled vehicle, a co-investor network, or a dedicated sourcing engine. The firm’s public materials emphasize education and measurable goal-setting, positioning it as an advice-first practice that competes on personal service rather than proprietary deal flow or scale.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Highlands Ranch
Corporate office
1805 Shea Center Drive, Suite 280, Highlands Ranch, CO 80129
Principals
Chris Kozak
Partner
Trevor Tripp
Partner
Frequently asked questions
Who runs investment decisions at Kozak & Tripp?
Chris Kozak and Trevor Tripp are the two named partners on the firm's website, and they appear to share responsibility for client advisory relationships. The firm does not list a separate chief investment officer or investment committee. Decisions likely sit directly with the partners, consistent with a small advisory practice where the principals design and manage individual client portfolios.
How does Kozak & Tripp construct portfolios for clients?
The firm states it provides investing principles and strategies, retirement distribution planning, and risk management. Each client receives a personal website and vault, implying a technology platform supports portfolio reporting and document storage. Kozak & Tripp does not publicly disclose a model portfolio, asset-allocation framework, or third-party manager roster, so the exact construction method is opaque to outside observers.
Does Kozak & Tripp operate as a single-family office or multi-family office?
Neither. Kozak & Tripp is a registered investment adviser structured as a small partnership with a wealth-management focus. Its client base includes individuals, high-net-worth individuals, trusts, estates, and corporations (per Altss research), but it does not brand itself as a family office, multi-family office, or institutional allocator. The firm's structure and public positioning are closer to a personal advisory practice than to a dedicated family-office platform.
Does the firm participate in fund commitments or direct deals?
There is no public evidence that Kozak & Tripp makes fund commitments, co-investments, direct private-equity deals, or venture-capital allocations. Its published materials center on financial planning, estate conservation, and portfolio management without referencing alternative assets, private markets, or direct investment vehicles.
Where are Kozak & Tripp's clients located?
The firm states it has clients from coast to coast, operating from a single office in Highlands Ranch, Colorado. No additional offices are listed. The national reach is delivered remotely or through travel from the Colorado base, though the website does not specify whether the firm uses remote-advice technology, periodic in-person meetings, or a hybrid model.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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