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Managing Director · Merk Investments LLC

Daniel P. Lucas

CRD 7529721 · Named on Form ADV at one SEC-registered adviser

At a glance

Merk Investments LLC, an SEC-registered private fund adviser based in Palo Alto, CA with $2.5 billion in regulatory assets, lists Daniel P. Lucas on its Form ADV as Managing Director.

Firms and roles

  • Merk Investments LLCManaging DirectorPrivate fund adviser · Palo Alto, CA · $2.5B in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.