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WERKLUND FAMILY OFFICE INC.
Werklund Family Office Inc. is a SEC-registered investment adviser in Calgary, Alberta, registered since 2019. It advises clients on investment matters.
WERKLUND FAMILY OFFICE INC.
Werklund Family Office Inc. is a SEC-registered investment adviser in Calgary, Alberta, registered since 2019. It advises clients on investment matters. The firm is based in Calgary.
General information
Firm type
Single Family Office
Year founded
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AUM
Under $100M (Altss estimate)
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who are the principals at Werklund Family Office Inc.?
The office is named after the Werklund family, whose wealth stems from construction and real estate in Canada. No specific principals have been named in public records or firm communications.
What is the investment strategy of Werklund Family Office Inc.?
The office invests across private equity, real estate, and public markets, with a focus on infrastructure and energy transition. It favors direct investments and co-investments with institutional partners, primarily in North America.
Is Werklund Family Office Inc. a single-family office?
Yes, based on its name and structure, it is a single-family office serving the Werklund family. It does not operate as a multi-family office or external asset manager.
Does Werklund Family Office Inc. manage external capital?
The office appears to manage only family capital, with no public indication of third-party fund commitments. It is structured as a single-family entity.
What sectors does Werklund Family Office Inc. explicitly avoid?
No explicit avoidance of specific sectors has been publicly communicated. Investment focus areas include infrastructure, energy transition, and real estate, with no disclosed negative screens.
How is the wealth origin of the Werklund family disclosed?
The wealth origin is tied to construction and real estate in western Canada, based on public records and the family name. The family office does not provide further detail.
What is the geographic focus of Werklund Family Office Inc.?
The office invests primarily in North America, with occasional opportunities in Europe. No other regions have been publicly identified.
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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