← Back to searchVisit website
MERK INVESTMENTS LLC
CRD 112305 · SEC 801-60616
1042 UNIVERSITY AVE, PALO ALTO, CA, 94301, United States
Phone
650-323-4341
Fax
650-745-7045
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.71B
Discretionary AUM
$1.25B
Team
7 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $1.25B |
| Pooled investment vehicles | 1 | $2.46B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD