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MERK INVESTMENTS LLC
CRD 112305File 801-60616
APPROVED
Filing as of Aug 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.54B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $2.54B
Clients
1
1 accounts
Employees
4
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 10, 2001
- Principal office
- 1042 UNIVERSITY AVE, PALO ALTO, CA, 94301
- Phone
- 650-323-4341
- Website
- HTTPS://WWW.MERKGOLD.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.54B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $2.54B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1
- Total accounts
- 1
- AUM per client
- $2.54B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $2.54B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Employees | 7 | 4 | decreased by3 |
| Aug 12, 2026 | Clients | 2 | 1 | decreased by1 |
| Aug 12, 2026 | AUM | $3,712,185,193 | $2,537,708,291 | decreased by$1,174,476,902 |
| Aug 12, 2026 | Accounts | 2 | 1 | decreased by1 |
| Apr 1, 2026 | AUM | $3,116,985,105 | $3,712,185,193 | increased by$595,200,088 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,618,005,362 | $3,116,985,105 | increased by$1,498,979,743 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4 | 2 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,136,175,954 | $1,618,005,362 | increased by$481,829,408 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 2 | decreased by4 |
| Apr 1, 2022 | AUM | $1,028,612,138 | $1,136,175,954 | increased by$107,563,816 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MERK INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MERK INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.