|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| The Investment House LLC
✚
|
|
|---|---|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001566030 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Facebook Inc | 123.0 | |
| Apple Inc | 113.5 | |
| Microsoft Corp | 105.4 | |
| Amazon Com Inc | 77.0 | |
| Nvidia Corp | 73.3 | |
| Costco Wholesale Corp /NEW | 63.9 | |
| Intuit Inc | 62.0 | |
| Alphabet Inc | 60.2 | |
| MercadoLibre Inc | 38.3 | |
| Lilly Eli & Co | 36.8 | |
| Alphabet Inc | 35.8 | |
| Nu Holdings Ltd | 35.6 | |
| American Express Co | 35.3 | |
| Intercontinentalexchange Group Inc | 34.5 | |
| Adobe Systems Inc | 34.5 | |
| Motorola Inc | 33.2 | |
| Waste Management Inc | 30.8 | |
| Denali Holding Inc | 29.1 | |
| Accenture PLC | 27.5 | |
| Automatic Data Processing Inc | 27.0 | |
| Paychex Inc | 26.4 | |
| Texas Instruments Inc | 25.2 | |
| Priceline Com Inc | 22.1 | |
| Williams Sonoma Inc | 21.8 | |
| Qualcomm Inc/DE | 21.4 | |
| Sea Ltd | 20.9 | |
| Uber Technologies Inc | 19.9 | |
| Autodesk Inc | 19.8 | |
| Ecolab Inc | 18.3 | |
| Lowes Companies Inc | 17.8 | Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Elm Partners Management LLC
✚
|
PA | 2.0 |
|
CornerStone Advisory LLC
✚
|
MD | 2.0 |
|
Fort Point Capital Partners LLC
✚
|
CA | 2.0 |
|
Fairview Capital Investment Management LLC
✚
|
CA | 2.0 |
|
Aliya Capital Partners LLC
✚
|
FL | 2.0 |
|
ES Barr & Company
✚
|
KY | 2.0 |
|
Forza Investment Group LP
✚
|
NJ | 1.9 |
|
Summit Global Investments LLC
✚
|
UT | 1.9 |
|
Weatherbie Capital LLC
✚
|
MA | 1.9 |
|
McDonald Capital Investors Inc
✚
|
CA | 1.9 |