Merk Investments LLC is a large advisory firm based in San Francisco. It manages $270.42 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Merk Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and grantor trust. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Merk Investments LLC is $270.42 million. The firm's AUM has grown by 844% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Merk Investments LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Alexander Merk is investment companies with 2 clients and $94.31 million of assets under management. Among the 12 most similar advisory firms, Merk Investments has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $126.8 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Merk Investments also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $2,000,000 for each fund.
The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Alexander Merk has been acting as President since 1 Dec 2000. Lusine Moshkounian joined the executive team most recently as the Chief Compliance Officer.
The principal office where Merk Investments LLC performs its advisory services is located at 44 Montgomery St, San Francisco, CA 94104 The mailing address of the firm is 555 Bryant Street, Palo Alto, CA 94301. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-323-4341 or by fax 650-745-7045. The normal business hours are 5:30am-3pm on Monday - Friday. You can find more information about the New York firm at merkinvestments.com.