MERK INVESTMENTS LLC

RIASEC RegisteredEst. 2001

Total AUM

$3.7B

Discretionary

$1.3B

34% of AUM

Avg account

$1.9B

Accounts

2

Employees

7

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 Vehicles66.24%
Investment Companies33.76%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Merk Investments LLC is an SEC-registered investment adviser organized as an LLC and in business since 2001. The firm is owned by an individual and focuses on institutional clients, charging advisory fees as a percentage of assets under management. Its regulatory activity includes acting as a commodity pool operator/commodity trading advisor and providing portfolio management for investment companies and pooled investment vehicles. The firm does not identify as an active ESG investor and is not structured as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

1 of 1

LAURA GARNER
Chief Compliance OfficerCRD 6491963

Contacts

3 of 3

ALEXANDER MERK
PresidentCRD 4458331
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

$1.5M in ETFs

Passive

100%

$1.5M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANECK MERK GOLD ETF (OUNZ)	VanEck	Passive	Commodities Focused	$1.5M	34,200	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

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