Merk Investments Llc
- Regulatory AUM
- $3.7B
- Discretionary
- $1.3B
- Clients
- 2
- Avg AUM / client
- $1.9B
- Accounts
- 2
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $1.3B | 33.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $2.5B | 66.2% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Merk, Alexander, Gabriel | President, Cio, And Managing Member | Dec 2000 (26y) | 75% or more | |
| Tikkanen Merk, Hanna, Maria | Managing Director | Feb 2006 (21y) | Less than 5% | |
| Lucas, Daniel, Philipp | Managing Director | Jan 2022 (5y) | Less than 5% | |
| Garner, Laura, Kathleen | Chief Compliance Officer | Feb 2022 (5y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 892 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- J.P. Morgan $589M (52% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗