MERL INVESTMENTS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
340399
Registered since
January 16, 2026

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth