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WERKLUND FAMILY OFFICE



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Data on this profile

 * Overview
 * Commitment Analytics
 * Investment Allocations
 * Team
 * Board Members

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WERKLUND FAMILY OFFICE OVERVIEW

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 * Type


 * FAMILY OFFICE (SINGLE)

 * Founded


 * 2006


 * Professionals


 * 3




WERKLUND FAMILY OFFICE GENERAL INFORMATION

Description

Werklund Family Office is a single-family office based in Calgary, Alberta.
Established in 2006, by David Werklund, Werklund Family Office consists of two
entities Werklund Ventures and Werklund Foundation. Werklund Ventures is a
private family-owned investment company holding both private and public
investments. The firm provides personal and wealth management services for
individual family members. The firm is committed to supporting initiatives that
ultimately empower students and educators with the leadership skills necessary
to realize their potential. The firm is managed by the board of directors.


CONTACT INFORMATION

Website
www.werklund.com
Year Founded
2006
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Family Office (Single)
Primary Contact
00000 00000000 00
Title
Founder & Executive Chairman of the Board
Email
00000.00000000@00000000.00000000.000
Phone
+0 (000) 000-0000
Primary Office
 * Suite 4500 Devon Tower
 * 400 - 3rd Avenue Southwest
 * Calgary, Alberta T2P 4H2
 * Canada

+1 (403) 000-0000



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WERKLUND FAMILY OFFICE COMMITMENT ANALYTICS

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commitments—showing a breakdown of activity by fund type and region, complete
with performance metrics.

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Commitments by Fund Type

Commitments by Region



WERKLUND FAMILY OFFICE INVESTMENT ALLOCATIONS

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including actual and target allocations by strategy, secondary market
preferences and interest in first-time funds.

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 * Target PE:
   Current PE:
   
   42.00 %  Actual
 * Target Real Estate:
   Real Estate:
   
   42.00 %  Actual
 * Target Equities:
   Current Equities:
 * Target Fixed Income:
   Fixed Income:
 * Target Cash:
   Current Cash:




WERKLUND FAMILY OFFICE TEAM (11)

Name Title Office Stefan Erasmus Board Member & President Calgary, Canada Robert
DeJong Senior Associate Calgary, Canada Jordan Kwiecinski Analyst, Private
Investments Calgary, Canada David Werklund JD Founder & Executive Chairman of
the Board Calgary, Canada

You’re viewing 4 of 11 team members. Get the full list »


WERKLUND FAMILY OFFICE BOARD MEMBERS (6)

Name Representing Role Since David Werklund JD Self Founder & Executive Chairman
of the Board 000 0000 Mark Werklund Werklund Family Office Board Member 000 0000
Stefan Erasmus Werklund Family Office Board Member & President 000 0000 Susan
Norman Werklund Family Office Board Member 000 0000

You’re viewing 4 of 6 board members. Get the full list »
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