The MERK INVESTMENTS is a privately held investment adviser that advises $6.07Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. MERK INVESTMENTS is a Public/Private Fund Assets increased by 935.14% over the last 5-years.
The Group has been registered with the SEC for 24.82 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1042 UNIVERSITY AVE, PALO ALTO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 7 employees comprised of 5 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.
Their $6.07Bn in assets advised are owned by 1 private fund, 2 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $3.62Bn or 59.52% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $2.46Bn or 40.48% of Total Assets.
The Group's top investment strategies include Commodities and Long/Short Equity, representing 70.2% and 29.8% of total assets, respectively.
They advise 2 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
MERK INVESTMENTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.