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| Happy Holidays!! thanks for using AUM13F!! |
| The Investment House LLC
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| CRD # | 163493 |
| SEC # | 801-76547 |
| CIK # | 0001566030 |
| AUM | $2.0 B (2025-03-25) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 310-873-3021 |
| Address | 210 Avenue I Redondo Beach, CA 90277 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 123.0 | ||
| Apple Inc | 113.5 | ||
| Microsoft Corp | 105.4 | ||
| Amazon Com Inc | 77.0 | ||
| Nvidia Corp | 73.3 | ||
| Costco Wholesale Corp /NEW | 63.9 | ||
| Intuit Inc | 62.0 | ||
| Alphabet Inc | 60.2 | ||
| MercadoLibre Inc | 38.3 | ||
| Lilly Eli & Co | 36.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Mercury Partners LP | 2012-03-30 | 23.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 28.4 |
| (b) Individuals (high net worth individuals) | 211 | 1,594.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 224.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 48.4 |
| (g) Pension and profit sharing plans | 0 | 4.2 |
| (h) Charitable organizations | 0 | 3.4 |
| (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 | 48.0 |
| (n) Other | 0 | 0.0 |
| Total | 556 | 1,951.1 |
| By Discretionary | ||
| Discretionary | 556 | 1,951.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 556 | 1,951.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.1 | |
| United States Persons | 1,943.0 | |
| Total | 556 | 1,951.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001566030] |
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|---|---|---|
|
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MA | 1.9 |
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CA | 1.9 |