The Investment House LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
⚲
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
The Investment House LLC
✚
CRD #163493
SEC #801-76547
CIK #0001566030
AUM 2,203.0 M (2026-03-16)
Employees 11 (64% Investors, 0% Brokers)
Fees
Minimum
Phone310-873-3021
Address210 Avenue I
Redondo Beach, CA 90277
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
3.02.41.81.20.60.02010201520212027
CIK Period
0001566030
Sector Form 13F Holdings Value ($B)
Apple Inc 0.1
Alphabet Inc 0.1
Facebook Inc 0.1
Microsoft Corp 0.1
Nvidia Corp 0.1
Amazon Com Inc 0.1
Costco Wholesale Corp /NEW 0.1
Alphabet Inc 0.1
Lilly Eli & Co 0.0
Denali Holding Inc 0.0
Nu Holdings Ltd 0.0
American Express Co 0.0
Waste Management Inc 0.0
Intuit Inc 0.0
Intercontinentalexchange Group Inc 0.0
MercadoLibre Inc 0.0
Williams Sonoma Inc 0.0
Adobe Systems Inc 0.0
Johnson & Johnson 0.0
Yandex NV 0.0
Motorola Inc 0.0
Texas Instruments Inc 0.0
Lowes Companies Inc 0.0
Applovin Corp 0.0
Ecolab Inc 0.0
Cummins Inc 0.0
Molina Healthcare Inc 0.0
Automatic Data Processing Inc 0.0
Silversun Technologies Inc 0.0
Expedia Inc 0.0
Prev | Page 1 | Next
Type Form D Funds Date Sold AUM
HF Mercury Partners LP 2012-03-30 27.4 M
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 66 0.0
(b) Individuals (high net worth individuals) 222 1.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.2
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 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 0.1
(n) Other 0 0.0
Total 604 2.2
By Discretionary
Discretionary 604 2.2
Non-Discretionary 0 0.0
Total 604 2.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.2
Total 604 2.2
EDGAR Form CIK 2011 - 2026
13F-HR [0001566030]
Firm Profile (Form ADV)
Discretionary AUM$0.6B
ServesInstitutional, Retail
Fund TypesHedge Fund
Comparable Firms State AUM
Summit Global Investments LLC
✚
UT 2,291.9 M
CornerStone Advisory LLC
✚
MD 2,249.0 M
NewSouth Capital Management Inc
✚
TN 2,233.3 M
ES Barr & Company
✚
KY 2,220.4 M
Anfield Capital Management LLC
✚
CA 2,164.4 M
Merricks Capital PTY Ltd
✚
2,144.2 M
Fairholme Capital Management LLC
✚
FL 2,141.2 M
Okabena Investment Services Inc
✚
MN 2,120.7 M
Narwhal Capital Managment LLC
✚
GA 2,084.4 M
MD Sass LLC
✚
NY 2,063.9 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com