# Merl Investments LLC

> Merl Investments LLC is an exempt reporting adviser in San Francisco, CA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 340399
- Filed as: MERL INVESTMENTS LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340399
- AdvisorCensus page: https://advisorcensus.com/firm/merl-investments-llc-san-francisco-ca-340399

## Quick answers

**Where is Merl Investments LLC located?**
Merl Investments LLC's principal office is in San Francisco, CA, according to its Form ADV.

**How does Merl Investments LLC report to regulators?**
Merl Investments LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 340399.

**Does Merl Investments LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340399

**What changed in Merl Investments LLC's recent Form ADV filings?**
In the February 2026 filing data: Began filing reports as an exempt reporting adviser.

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### February 2026
- Began filing reports as an exempt reporting adviser.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Merl Investments LLC (CRD 340399): Form ADV filing data as of October 2026.