Merk Investments LLC
● SEC registered since 2001CRD 112305SEC# 801-60616Palo Alto, CA
Reg. AUM
$3.71B
Employees
7
Accounts
2
Location
Palo Alto, CA
Merk Investments LLC assets under management
Merk Investments LLC is an investment advisory firm registered with the SEC based in Palo Alto, CA. The firm has been registered since 2001. It reports $3.7 billion in regulatory assets under management and employs 7 people.
Merk Investments LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Gabriel Merk Control | President, Cio, And Managing Member | Over 75% | 2000 |
| Daniel Philipp Lucas | Managing Director | Under 5% | 2022 |
| Hanna Maria Tikkanen Merk | Managing Director | Under 5% | 2006 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Merk Investments LLC manage?
Merk Investments LLC reports $3.7 billion in regulatory assets under management on its Form ADV.
How many employees does Merk Investments LLC have?
Merk Investments LLC reports 7 employees.
Where is Merk Investments LLC located?
Merk Investments LLC is based in Palo Alto, CA and has been SEC-registered since 2001.
Does Merk Investments LLC disclose fund performance?
Merk Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1042 University Ave, Palo Alto, CA 94301 |
| Phone | 650-323-4341 |
| Fax | 650-745-7045 |
| Office hours | 5:30a.m. - 3:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.71B▲ 129%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$3.71Bregulatory AUM
Discretionary $1.25BNon-discretionary $2.46B