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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 7, 2025
- Branch Offices
- 0
- LEI
- 5493004F5PCKMZKN0E84
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DALY, CHARLES, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALY, CHARLES, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALY, CHARLES, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALY, CHARLES, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALY, CHARLES, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALY, CHARLES, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FAWZY, MARTIN, MITCHELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FAWZY, MARTIN, MITCHELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARNER, LAURA, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARNER, LAURA, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARNER, LAURA, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARNER, LAURA, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARNER, LAURA, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GOLDBERG, DEBORAH, RACHEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOLDBERG, DEBORAH, RACHEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOLDBERG, DEBORAH, RACHEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOLDBERG, DEBORAH, RACHEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HILLS, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HILLS, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HILLS, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HILLS, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HILLS, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HILLS, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LUCAS, DANIEL, PHILIPP | I | MANAGING DIRECTOR | NA | |
| LUCAS, DANIEL, PHILIPP | I | MANAGING DIRECTOR | NA | |
| LUCAS, DANIEL, PHILIPP | I | MANAGING DIRECTOR | NA | |
| LUCAS, DANIEL, PHILIPP | I | MANAGING DIRECTOR | NA | |
| LUCAS, DANIEL, PHILIPP | I | MANAGING DIRECTOR | NA | |
| MOSHKOUNIAN, LUSINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOSHKOUNIAN, LUSINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOSHKOUNIAN, LUSINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOSHKOUNIAN, LUSINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOSHKOUNIAN, LUSINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOSHKOUNIAN, LUSINE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHUSTER, KIMBERLY, ANNE | I | CCO | NA | |
| SCHUSTER, KIMBERLY, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHUSTER, KIMBERLY, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHUSTER, KIMBERLY, ANNE | I | DIRECTOR OF FINANCE | NA | |
| SCHUSTER, KIMBERLY, ANNE | I | DIRECTOR OF FINANCE | NA | |
| SCHUSTER, KIMBERLY, ANNE | I | DIRECTOR OF FINANCE | NA | |
| SCHUSTER, KIMBERLY, ANNE | I | CCO | NA | |
| SCHUSTER, KIMBERLY, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHUSTER, KIMBERLY, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHUSTER, KIMBERLY, ANNE | I | DIRECTOR OF FINANCE | NA | |
| SCHUSTER, KIMBERLY, ANNE | I | DIRECTOR OF FINANCE | NA | |
| SCHUSTER, KIMBERLY, ANNE | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| SCHUSTER, KIMBERLY, ANNE | I | DIRECTOR OF FINANCE | NA | |
| SCHUSTER, KIMBERLY, ANNE | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| SCHUSTER, KIMBERLY, ANNE | I | CHIEF ADMINISTRATIVE OFFICER | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | EXECUTIVE VICE PRESIDENT | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | EXECUTIVE VICE PRESIDENT | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | EXECUTIVE VICE PRESIDENT | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | EXECUTIVE VICE PRESIDENT | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | EXECUTIVE VICE PRESIDENT | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | EXECUTIVE VICE PRESIDENT | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| TIKKANEN MERK, HANNA, MARIA | I | MANAGING DIRECTOR | NA | |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT, CIO, CCO | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER | I | PRESIDENT, CIO | E | Control |
| MERK, ALEXANDER | I | PRESIDENT | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
| MERK, ALEXANDER, GABRIEL | I | PRESIDENT, CIO, AND MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Oct 7, 2025 REGISTERED
Notice Filings (1)
CA
Address
1042 UNIVERSITY AVEPALO ALTO, CA 94301
United States
Phone: 650-323-4341