MERL INVESTMENTS LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 340399
- Registered since
- January 16, 2026
Firm profile
FINTRXOverview
Merl Investments LLC is a domestic limited liability company that registered with the SEC in 2026. Its regulatory profile is listed as unclassified. The firm is not identified as a capital allocator or an active ESG investor, and it does not operate as a multi-state adviser or a pension consultant. On the activity side, Merl Investments functions in sponsor and fund-management roles: it is reported as an other investment adviser and sponsor, a general partner, and the managing member of pooled investment vehicles. Those designations indicate the firm’s primary business is running and administering private pooled funds rather than operating a broad retail advisory platform.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 50 California St
- Time zone
- PT (UTC-8)
- Office locations
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