Single Family OfficeRIA · CRD 313175SEC-Registered

Updated:

Westbrook Investment Advisory

Westbrook Investment Advisory, LLC is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser.

Westbrook Investment Advisory

Westbrook Investment Advisory, LLC is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in [insert location].

General information

Firm type

Single Family Office

Year founded

2019

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Chicago, IL, United States

Principals

Craig J. Veurink

Founder & Managing Partner

Sector focus

Private EquityReal EstateVenture CapitalPublic Equities

Frequently asked questions

Who runs investment decisions at Westbrook Investment Advisory?

Craig J. Veurink, founder and Managing Partner, oversees all investment decisions. He previously served as SVP of Strategy and Corporate Development at TransUnion, where he led M&A. The firm has no externally disclosed investment committee (per the firm's website).

How does Westbrook source proprietary deal flow?

Westbrook sources deals through Veurink's network from his corporate development days at TransUnion and his consulting background at McKinsey. The firm also evaluates opportunities via co-investment relationships with other family offices and private equity sponsors (per public record).

Is Westbrook structured as a single family office or does it operate more like a venture firm?

Westbrook operates as a single-family office managing capital for the Veurink family. It does not raise external funds or market to third-party investors, distinguishing it from venture firms or fund managers (per the firm's SEC filings).

Does Westbrook participate in fund commitments or only direct deals?

Westbrook makes both direct investments and co-investments alongside other partners. It also holds public equities and real estate directly, rather than through pooled vehicles. The firm does not commit to third-party private equity funds as a limited partner (per public record).

What investment stages does Westbrook typically target?

Westbrook targets growth-stage private companies, real estate development projects, and public equities. Its venture capital activity focuses on Series B and later rounds, as seen in its investment in The Mom Project (per Crunchbase, 2024).

Which sectors does Westbrook explicitly avoid?

Westbrook has not publicly disclosed any excluded sectors, but its known investments avoid early-stage biotech and cryptocurrency. The firm's disclosed portfolio concentrates on technology-enabled services and real estate (public record).

Where does the underlying wealth come from?

The wealth originates from Craig J. Veurink's compensation and equity from his executive role at TransUnion, where he served as SVP of Strategy and Corporate Development. He also previously worked at McKinsey & Company. No other family branch has been named as a source of capital (per the firm's website and public filings).

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