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Merk Investments LLC

● SEC registered since 2001CRD 112305SEC# 801-60616Menlo Park, CA
Export (members)
Reg. AUM
$1.62B
Employees
7
Accounts
2
Location
Menlo Park, CA

Merk Investments LLC assets under management

Merk Investments LLC is an investment advisory firm registered with the SEC based in Menlo Park, CA. The firm has been registered since 2001. It reports $1.6 billion in regulatory assets under management and employs 7 people.

Merk Investments LLC owners & executives

4 reported
NameTitleOwnershipSince
Alexander Gabriel Merk ControlPresident, Cio, And Managing MemberOver 75%2000
Daniel Philipp LucasManaging DirectorUnder 5%2022
Hanna Maria Tikkanen MerkManaging DirectorUnder 5%2006
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Frequently asked questions

How much does Merk Investments LLC manage?

Merk Investments LLC reports $1.6 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 Menlo Park, 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

Address1150 Chestnut St., Menlo Park, CA 94025
Phone650-323-4341
Fax650-745-7045
Office hours5:30a.m. - 3:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$425.9M
Non-discretionary$1.19B
Total (RAUM)$1.62B