Updated:
Jurick Financial Services
JURICK FINANCIAL SERVICES is an SEC-registered investment adviser in PARKLAND, FL. The firm manages approximately $52 million in regulatory assets.
Jurick Financial Services
JURICK FINANCIAL SERVICES is an SEC-registered investment adviser in PARKLAND, FL. The firm manages approximately $52 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
Principals
Mike Jurick
President & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Jurick Financial Services?
Mike Jurick serves as President & CEO of Jurick Financial Services, making the primary investment decisions for the family office. The firm does not publicly disclose an investment committee or other named professionals.
How does Jurick Financial Services source proprietary deal flow?
The firm relies on the family's network built through prior business operations and industry relationships in Dallas and across the energy sector. Direct relationships with sponsors, developers, and operating partners generate deal flow, per public record.
Is Jurick Financial Services structured as a single family office or does it operate more like a venture firm?
Jurick Financial Services is structured as a single family office. It does not raise external capital from third-party investors, operating solely for the Jurick family's benefit, per public records.
Does Jurick Financial Services participate in fund commitments or only direct deals?
The firm primarily pursues direct investments and co-investments rather than fund-of-funds commitments. Its focus on real estate, private credit, and energy infrastructure is consistent with a direct-deal approach, per public record.
Which investment stages does Jurick Financial Services typically target?
The firm targets later-stage and opportunistic investments in real estate, private credit, and energy infrastructure. The long-dated capital base supports a patient approach without the fund-life constraints that drive venture-stage investors.
Where does the underlying wealth come from?
The Jurick family wealth originates from the success of a private business, per public records. The specific industry or enterprise is not publicly identified.
Does Jurick Financial Services maintain philanthropic structures, and how are they separated?
There is no public information indicating separate philanthropic entities distinct from the family office. The firm does not disclose any foundation or charitable trust.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: