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Building 2MERK INVESTMENTS LLC

Map pinPALO ALTO, CA
Phone650-323-4341
NotebookSEC #801-60616
Total AUM
$3.7B
Employees
7
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1042 UNIVERSITY AVE
PALO ALTO
CA 94301
United States
Operating Hours
5:30AM - 3:00PM
Monday - Friday
Phone
650-323-4341

ReceiptFinancials

Total AUM
$3.7B
Accounts
2
Discretionary
$1.3B
Accounts
1
Non-Discretionary
$2.5B
Accounts
1

ContactClients

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Investment Company Clients
1
AUM
$1.3B
Pooled Vehicle Clients
1
AUM
$2.5B

Briefcase businessServices

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Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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