# Werklund Family Office

Werklund Family Office is a Single Family Office based in Calgary, Canada.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** Calgary, Canada
- **Region:** North America
- **Address:** Suite 4500, 400 3rd Avenue SW, Calgary, Alberta, Canada
- **Founded:** 2006
- **Assets under management:** $5,000 (Altss estimate)
- **Website:** werklund.com
- **LinkedIn:** https://www.linkedin.com/company/werklund-family-office

## Regulatory record

- **Reports private funds:** No

## About

David P. Werklund established the office in 2006 after building Canadian Crude Separators and related energy-service companies. The family office now manages succession, tax planning and investment deployment for the Werklund family. Capital flows through Werklund Ventures while the Werklund Foundation handles separate philanthropic activity. The office allocates across buyouts, growth equity, venture capital, public equities, private credit, infrastructure, natural resources and real estate. It executes direct co-investments and SPVs alongside fund commitments and secondaries. Confirmed positions include holdings in energy-transition and industrial-technology companies. Geographic reach covers North America, Europe and the Middle East & Central Asia. Stage coverage spans venture through buyout. The team includes CEO Sean Morgan and managing directors Matthew Andrade for public investments and SeeHon Tung for private investments. Additional family members Deanna Werklund and Mark Werklund sit on foundation and governance bodies. The office maintains properties in Calgary, Shuswap Lake and Maui. No new operational events were recorded in the last 24 months. A single-family structure with an integrated operating company background distinguishes the office. Investment decisions remain inside the family while external partners execute on specific mandates. This setup allows rapid allocation across public and private markets without external LP reporting requirements.

## Sectors

- Energy Transition & Renewables
- Industrial Tech
- Circular Economy
- ClimateTech
- Healthcare Services
- WaterTech
- Robotics & Automation

## People

- David P. Werklund — Founder and Chairman
- Sean Morgan — CEO
- Matthew Andrade — Managing Director, Public Investments
- SeeHon Tung — Managing Director, Private Investments
- Deanna Werklund — Board Member, Werklund Foundation

## Questions

### Who runs investment decisions at Werklund Family Office?

CEO Sean Morgan oversees day-to-day operations. Matthew Andrade leads public investments and SeeHon Tung leads private investments. David P. Werklund remains chairman and final decision authority on major commitments.

### How does Werklund Family Office source proprietary deal flow?

Sourcing occurs through long-standing relationships in the Canadian energy sector and direct outreach to management teams. The office also participates in club deals and co-investments introduced by existing GPs.

### Is Werklund Family Office structured as a single family office or does it operate more like a venture firm?

It functions as a single family office. Capital deployment includes venture and growth equity but remains confined to family assets without external fund vehicles or third-party LPs.

### Does Werklund Family Office participate in fund commitments or only direct deals?

The office uses both approaches. It makes fund commitments while also executing direct co-investments and SPVs in targeted sectors.

### What investment stages does Werklund Family Office typically target?

Coverage includes venture capital, growth equity, buyouts and public equities. Infrastructure and real-asset mandates extend the range beyond early-stage companies.

### Does Werklund Family Office maintain philanthropic structures, and how are they separated?

The Werklund Foundation operates as a distinct entity. Investment and governance functions remain inside the family office while the foundation manages separate grant-making and community programs.

## Related profiles

- [Oldendorff Family Office](https://altss.com/profile/oldendorff-family-office)
- [Patrimonica Family Office](https://altss.com/profile/patrimonica-family-office)

---

Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/werklund-family-office-david-werklund-family-office

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology