MERK INVESTMENTS LLC
CRD #112305 SEC #801-60616 PALO ALTO, CA 650-323-4341
SEC Registered
Total AUM
$3.1B
Discretionary
$948.4M
Employees
7
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $3.1B | $948.4M | $2.2B | 7 | 0 |
| Mar 2025 | $1.6B | $425.9M | $1.2B | 7 | 0 |
| Mar 2024 | $1.1B | $339.6M | $774.4M | 7 | 0 |
| Mar 2023 | $932.5M | $335.2M | $597.3M | 7 | 0 |
| Mar 2022 | $1.1B | $546.8M | $589.4M | 7 | 0 |
| Sep 2021 | $1B | $586.8M | $441.8M | 7 | 0 |
| Mar 2021 | $1B | $586.8M | $441.8M | 7 | 0 |
| Jun 2020 | $621.1M | $426.9M | $194.2M | 7 | 0 |
| Mar 2020 | $621.1M | $426.9M | $194.2M | 7 | 0 |
| Mar 2019 | $270.4M | $126.8M | $143.6M | 6 | 0 |
| Nov 2018 | $282.1M | $144.3M | $137.8M | 6 | 0 |
| Mar 2018 | $282.1M | $144.3M | $137.8M | 6 | 0 |
| Mar 2017 | $276.3M | $163.7M | $112.6M | 7 | 1 |
| Aug 2016 | $244.1M | $165.2M | $78.9M | 7 | 1 |
| Jul 2016 | $244.1M | $165.2M | $78.9M | 7 | 1 |
| Mar 2016 | $244.1M | $165.2M | $78.9M | 7 | 1 |
| Jul 2015 | $342.6M | $283.4M | $59.3M | 8 | 1 |
| Jul 2015 | $342.6M | $283.4M | $59.3M | 8 | 1 |
| Jun 2015 | $342.6M | $283.4M | $59.3M | 8 | 1 |
| Mar 2015 | $342.6M | $283.4M | $59.3M | 8 | 1 |
| Mar 2015 | $342.6M | $283.4M | $59.3M | 8 | 1 |
| Mar 2014 | $414.4M | $414.4M | $0 | 13 | 1 |
| Jul 2013 | $628.6M | $628.6M | $0 | 15 | 1 |
| Mar 2013 | $628.6M | $628.6M | $0 | 15 | 1 |
| Nov 2012 | $689.3M | $689.3M | $0 | 16 | 1 |
| Oct 2012 | $689.3M | $689.3M | $0 | 11 | 1 |
| Mar 2012 | $689.3M | $689.3M | $0 | 11 | 1 |
| Mar 2011 | $524M | $524M | $0 | -- | -- |
| Mar 2009 | $318.4M | $318.4M | $0 | 10 | -- |
| Mar 2008 | $262.6M | $250.4M | $12.2M | 5 | -- |
| Mar 2008 | $262.6M | $250.4M | $12.2M | 5 | -- |
| Mar 2007 | $79M | $63.4M | $15.6M | 5 | -- |
| Mar 2007 | $85.4M | $63.4M | $22M | 5 | -- |
| Mar 2006 | $65.8M | $25.1M | $40.7M | 5 | -- |
| May 2005 | $62.2M | $18.2M | $44M | 5 | -- |
| Mar 2002 | $33.9M | $18.9M | $15M | 5 | -- |
| Sep 2001 | $28.7M | $17.7M | $11M | 5 | -- |
DateOct 2025
Total AUM$3.1B
Discretionary$948.4M
Non-Disc.$2.2B
Employees7
Clients0
DateMar 2025
Total AUM$1.6B
Discretionary$425.9M
Non-Disc.$1.2B
Employees7
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$339.6M
Non-Disc.$774.4M
Employees7
Clients0
DateMar 2023
Total AUM$932.5M
Discretionary$335.2M
Non-Disc.$597.3M
Employees7
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$546.8M
Non-Disc.$589.4M
Employees7
Clients0
DateSep 2021
Total AUM$1B
Discretionary$586.8M
Non-Disc.$441.8M
Employees7
Clients0
DateMar 2021
Total AUM$1B
Discretionary$586.8M
Non-Disc.$441.8M
Employees7
Clients0
DateJun 2020
Total AUM$621.1M
Discretionary$426.9M
Non-Disc.$194.2M
Employees7
Clients0
DateMar 2020
Total AUM$621.1M
Discretionary$426.9M
Non-Disc.$194.2M
Employees7
Clients0
DateMar 2019
Total AUM$270.4M
Discretionary$126.8M
Non-Disc.$143.6M
Employees6
Clients0
DateNov 2018
Total AUM$282.1M
Discretionary$144.3M
Non-Disc.$137.8M
Employees6
Clients0
DateMar 2018
Total AUM$282.1M
Discretionary$144.3M
Non-Disc.$137.8M
Employees6
Clients0
DateMar 2017
Total AUM$276.3M
Discretionary$163.7M
Non-Disc.$112.6M
Employees7
Clients1
DateAug 2016
Total AUM$244.1M
Discretionary$165.2M
Non-Disc.$78.9M
Employees7
Clients1
DateJul 2016
Total AUM$244.1M
Discretionary$165.2M
Non-Disc.$78.9M
Employees7
Clients1
DateMar 2016
Total AUM$244.1M
Discretionary$165.2M
Non-Disc.$78.9M
Employees7
Clients1
DateJul 2015
Total AUM$342.6M
Discretionary$283.4M
Non-Disc.$59.3M
Employees8
Clients1
DateJul 2015
Total AUM$342.6M
Discretionary$283.4M
Non-Disc.$59.3M
Employees8
Clients1
DateJun 2015
Total AUM$342.6M
Discretionary$283.4M
Non-Disc.$59.3M
Employees8
Clients1
DateMar 2015
Total AUM$342.6M
Discretionary$283.4M
Non-Disc.$59.3M
Employees8
Clients1
DateMar 2015
Total AUM$342.6M
Discretionary$283.4M
Non-Disc.$59.3M
Employees8
Clients1
DateMar 2014
Total AUM$414.4M
Discretionary$414.4M
Non-Disc.$0
Employees13
Clients1
DateJul 2013
Total AUM$628.6M
Discretionary$628.6M
Non-Disc.$0
Employees15
Clients1
DateMar 2013
Total AUM$628.6M
Discretionary$628.6M
Non-Disc.$0
Employees15
Clients1
DateNov 2012
Total AUM$689.3M
Discretionary$689.3M
Non-Disc.$0
Employees16
Clients1
DateOct 2012
Total AUM$689.3M
Discretionary$689.3M
Non-Disc.$0
Employees11
Clients1
DateMar 2012
Total AUM$689.3M
Discretionary$689.3M
Non-Disc.$0
Employees11
Clients1
DateMar 2011
Total AUM$524M
Discretionary$524M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$318.4M
Discretionary$318.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$262.6M
Discretionary$250.4M
Non-Disc.$12.2M
Employees5
Clients--
DateMar 2008
Total AUM$262.6M
Discretionary$250.4M
Non-Disc.$12.2M
Employees5
Clients--
DateMar 2007
Total AUM$79M
Discretionary$63.4M
Non-Disc.$15.6M
Employees5
Clients--
DateMar 2007
Total AUM$85.4M
Discretionary$63.4M
Non-Disc.$22M
Employees5
Clients--
DateMar 2006
Total AUM$65.8M
Discretionary$25.1M
Non-Disc.$40.7M
Employees5
Clients--
DateMay 2005
Total AUM$62.2M
Discretionary$18.2M
Non-Disc.$44M
Employees5
Clients--
DateMar 2002
Total AUM$33.9M
Discretionary$18.9M
Non-Disc.$15M
Employees5
Clients--
DateSep 2001
Total AUM$28.7M
Discretionary$17.7M
Non-Disc.$11M
Employees5
Clients--