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| RH Investment Group LLC
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|---|---|
| CRD # | 115994 |
| SEC # | 801-126273 |
| CIK # | 0002048733, 0001528849 |
| AUM | 238.5 M (2026-02-23) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 480-703-7872 |
| Address | 7373 E Doubletree Ranch Road Scottsdale, AZ 85258 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 8.0 | ||
| Philip Morris International Inc | 7.1 | ||
| Alphabet Inc | 7.0 | ||
| Mastercard Inc | 6.4 | ||
| Johnson & Johnson | 6.3 | ||
| Travelers Companies Inc | 6.1 | ||
| Conocophillips | 6.0 | ||
| Wells Fargo & Co/MN | 5.9 | ||
| Apple Inc | 5.6 | ||
| Enterprise Products Partners L P | 5.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 2.6 |
| (b) Individuals (high net worth individuals) | 35 | 215.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 20.7 |
| (n) Other | 0 | 0.0 |
| Total | 97 | 238.5 |
| By Discretionary | ||
| Discretionary | 97 | 238.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 97 | 238.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.5 | |
| Total | 97 | 238.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001528849] | |
| 10-Q | [0001528849] | |
| 3 | [0001528849] | |
| 4 | [0001528849] | |
| 5 | [0001528849] | |
| 8-K | [0001528849] | |
| SC 13D | [0001528849] | |
| SC 13G | [0001528849] | |
| 13F-HR | [0002048733] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Friedman Gary G | |
| RH | |
| Alberini Carlos | |
| Mitic Kathleen C | |
| Krane Hilary K | |
| Demilio Mark S | |
| Schlesinger Leonard A | |
| Rowghani Ali | |
| Belling Keith | |
| Chaya Eri | |
| View All | |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
RH RH
Common Stock
|
2026-03-24 | Sell | 2,483 | $128.74 | 319,661 |
|
RH RH
Stock Option (Right to Buy) · derivative
|
2026-03-24 | Option exercise | 7,000 | $0.00 | |
|
RH RH
Common Stock
|
2026-03-24 | Sell | 2,177 | $129.83 | 282,640 |
|
RH RH
Common Stock
|
2026-03-24 | Option exercise | 7,000 | $39.42 | 275,940 |
|
RH RH
Common Stock
|
2026-03-24 | Sell | 822 | $127.96 | 105,183 |
|
RH RH
Common Stock
|
2026-03-24 | Sell | 1,518 | $130.74 | 198,463 |
|
RH RH
Common Stock
|
2026-03-17 | Sell | 1,008 | $136.40 | 137,491 |
|
RH RH
Stock Option (Right to Buy) · derivative
|
2026-03-17 | Option exercise | 7,000 | $0.00 | |
|
RH RH
Common Stock
|
2026-03-17 | Option exercise | 7,000 | $39.42 | 275,940 |
|
RH RH
Common Stock
|
2026-03-17 | Sell | 2,700 | $134.50 | 363,150 |
|
RH RH
Common Stock
|
2026-03-17 | Sell | 3,292 | $135.70 | 446,724 |
|
RH RH
Restricted Stock Unit (RSU) · derivative
|
2026-01-31 | Option exercise | 6,000 | $0.00 | |
|
RH RH
Common Stock
|
2026-01-31 | Option exercise | 6,000 | ||
|
RH RH
Common Stock
|
2026-01-14 | Sell | 2,254 | $220.00 | 495,880 |
|
RH RH
Common Stock
|
2026-01-13 | Sell | 2,000 | $220.10 | 440,200 |
|
RH RH
Common Stock
|
2025-12-31 | Sell | 400 | $180.17 | 72,068 |
|
RH RH
Common Stock
|
2025-12-30 | Sell | 500 | $184.00 | 92,000 |
|
RH RH
Common Stock
|
2025-06-26 | Grant | 670 | $0.00 | |
|
RH RH
Common Stock
|
2025-06-26 | Grant | 670 | $0.00 | |
|
RH RH
Common Stock
|
2025-06-26 | Grant | 670 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
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