Multi-Family OfficeRIA · CRD 172205SEC-Registered

Updated:

Guardsman Private Capital Management

Jeffrey McCurdy established Guardsman Private Capital Management as a multi-family office. The firm supplies investment consulting and administrative services...

Guardsman Private Capital Management logo

Guardsman Private Capital Management

Jeffrey McCurdy established Guardsman Private Capital Management as a multi-family office. The firm supplies investment consulting and administrative services to high-net-worth families. Its work centers on wealth management, estate planning, and philanthropic structures. The firm deploys capital across direct co-investments, SPVs, fund-of-funds vehicles, hedge funds, and private equity. It also maintains exposure to marketable securities and indirect real estate holdings such as Franklin Street Properties Corp. Activity remains concentrated in North America. Philanthropic vehicles connected to the firm include the Charles & Margery Barancik Foundation and the Community Foundation of Sarasota County. Jeffrey McCurdy holds 100 percent ownership. The firm lists no additional offices. Relationships with board members at the Barancik Foundation, including Ben Hanan and Marlon Brown, provide operational context. No dated operational events from the last 24 months appear in available records.

General information

Firm type

Multi Family Office

Year founded

2015

Location

Region

North America

Country

United States

City

Sarasota

Corporate office

Sarasota, United States

Principals

Jeffrey McCurdy

Founding Principal

Sector focus

Private EquityHedge FundsReal Estate

Frequently asked questions

Who runs investment decisions at Guardsman Private Capital Management?

Jeffrey McCurdy serves as founding principal and sole owner. Investment decisions flow through his direction with support from external board relationships at the Barancik Foundation.

Does Guardsman Private Capital Management participate in fund commitments or only direct deals?

The firm uses both fund-of-funds commitments and direct co-investments or SPVs. It also allocates to hedge funds and private equity vehicles.

Where does the underlying wealth come from?

No public disclosure identifies the source families or original wealth creation. The firm attributes its client base only to high-net-worth families in the Sarasota region.

How is Guardsman Private Capital Management related to the Barancik Foundation?

Jeffrey McCurdy and business partners Ben Hanan and Marlon Brown serve on the Barancik Foundation board alongside Rebecca Harris Barancik. The connection appears limited to shared board service.

What investment stages does Guardsman Private Capital Management typically target?

No stage-specific mandate is disclosed. Allocations span private equity, hedge funds, and direct co-investments without published stage restrictions.

Profile maintained by 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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