Investment adviser · CRD 305521
WERKLUND FAMILY OFFICE INC.
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
CALGARY, ALBERTA, Canada · Form ADV filed Apr 27, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WERKLUND GROWTH FUND L.P.Private Equity Fund · Last reported Apr 27, 2026$683MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-6794233169
- Reported beneficial owners
- 3
- Minimum commitment
- $0
Form ADV 2092214 · Apr 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 27, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
4500, 400 3RD AVENUE SWCALGARY, ALBERTA, T2P 4H2, Canada
CRD 305521
Filing source
Form ADV 2092214 · Apr 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.