Merk Investments LLC

RIASEC RegisteredEst. 2001

Total AUM

$2.5B

Discretionary

$0

0% of AUM

Avg account

$2.5B

Accounts

1

Employees

4

Advisory reps

4

Firm details

Headquarters: Palo Alto, California
CRD number: 112305
Registered since: October 10, 2001
Website: www.merkinvestments.com
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Merk Investments LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 2001. The firm serves institutional clients and operates in a capacity consistent with commodity pool operator/commodity trading adviser work, providing portfolio management for pooled investment vehicles. Its stated fee model is a percentage of assets under management. Merk reports an individual owner and does not identify itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Alexander Merk
President and Chief Investment OfficerCRD 4458331
Laura Garner
Chief Compliance OfficerCRD 6491963

Contacts

2 of 2

Hanna Tikkanen Merk
Managing DirectorCRD 5652272
Daniel Lucas
Managing Director & Portfolio ManagerCRD 7529721

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$1.1M in ETFs

Passive

100%

$1.1M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANECK MERK GOLD ETF (OUNZ)	VanEck	Passive	Commodities Focused	$1.1M	29,794	100.00%

Primary office

Palo Alto, CA

Santa Clara

Location

Palo Alto, CA

Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: Santa Clara
Address: 1042 University Ave
Time zone: PT (UTC-8)
Office locations

Similar firms

Wil, LLC

Palo Alto, CA

AUM $2.3BTEAM 45REPS 2

Electric Capital Partners, LLC

Palo Alto, CA

AUM $2.9BTEAM 30REPS 3

Sylebra Capital LLC

Palo Alto, CA

AUM $2.9BTEAM 8REPS 3

Allocate Management Company, LLC

Palo Alto, CA

AUM $3BTEAM 16REPS 4

C.M. Capital Advisors, LLC

Palo Alto, CA

AUM $2BTEAM 18REPS 3

Rebalance LLC

Palo Alto, CA

AUM $1.9BTEAM 18REPS 9

More RIAs in Palo Alto →All California RIAs →