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 institutional registered investment adviser organized as a limited liability company and SEC-registered since 2001. The firm serves institutional clients on a percentage-of-assets-fee basis and is owned by an individual owner. Its regulatory profile lists CPO/CTA activity and portfolio management for investment companies and pooled investment vehicles, which indicates the firm manages pooled or commodity-focused strategies alongside traditional advisory mandates. Merk is not listed as an ESG-focused or multi-state adviser in the available filing details.

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

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