Merk Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palo Alto, CA. Its latest Form ADV filing, dated March 31, 2026, reports $3.7B in regulatory assets under management, 7 employees, and 2 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 50.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
50.0%
1
2
Pooled Investment Vehicles
50.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.7Bas of March 31, 2026
Discretionary33.8%
$1.3B
34% of total RAUM33.8%
Non-discretionary66.2%
$2.5B
66% of total RAUM66.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.7B
Total Accounts2
10Y AUM Change+$3.4B (+1243.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee0:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.