# MERK INVESTMENTS LLC

MERK INVESTMENTS LLC of PALO ALTO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 112305
- Type: SEC-registered investment adviser
- SEC file number: 801-60616
- Location: 1042 UNIVERSITY AVE, PALO ALTO, CA, 94301
- Phone: 650-323-4341
- Latest filing: 2026-03-31
- Regulatory AUM: $3.7B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $2.5B
- Clients: 7
- Accounts: 2

## Business model

- Compensation: % of AUM
- Clients served: Investment cos

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Alexander Gabriel Merk | PRESIDENT, CIO, AND  MANAGING MEMBER | — |
| Hanna Maria Tikkanen Merk | MANAGING DIRECTOR | — |
| Laura Kathleen Garner | CHIEF COMPLIANCE OFFICER | — |
| Daniel Philipp Lucas | MANAGING DIRECTOR | — |
| MERK ALEXANDER | PRESIDENT; PRESIDENT, CIO; PRESIDENT, CIO, CCO | — |
| SCHUSTER KIMBERLY ANNE | CCO; CHIEF ADMINISTRATIVE OFFICER; CHIEF COMPLIANCE OFFICER (+1 more) | — |
| FAWZY MARTIN MITCHELL | CHIEF COMPLIANCE OFFICER | — |
| DALY CHARLES JAMES | CHIEF COMPLIANCE OFFICER | — |
| GOLDBERG DEBORAH RACHEL | CHIEF COMPLIANCE OFFICER | — |
| TIKKANEN MERK HANNA MARIA | EXECUTIVE VICE PRESIDENT; MANAGING DIRECTOR | — |
| HILLS ROBERT ALAN | CHIEF COMPLIANCE OFFICER | — |
| MOSHKOUNIAN LUSINE | CHIEF COMPLIANCE OFFICER | — |
| GARNER LAURA KATHLEEN | CHIEF COMPLIANCE OFFICER | — |
| MERK ALEXANDER GABRIEL | PRESIDENT, CIO, AND  MANAGING MEMBER | — |
| LUCAS DANIEL PHILIPP | MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112305/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112305/similar
- Related entities: https://search.stillhousedata.com/firm/112305/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112305

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.