THE INVESTMENT HOUSE LLC
Firm details
- Headquarters
- REDONDO BEACH, California
- CRD number
- 163493
- Registered since
- May 10, 2012
- Website
- tihllc.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI82.85%
- Investment Companies10.3%
- Corporations / Businesses2.49%
- Pooled Investment Vehicles2.2%
- Individuals1.79%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
The Investment House LLC is an SEC-registered investment adviser organized as an LLC and operating since 2012. The firm is classified as a hedge fund manager that serves both individual/family and institutional clients. Its advisory work centers on portfolio management across individual and small business accounts, registered investment companies, and pooled investment vehicles. Compensation is based on a combination of a percentage of assets under management and performance-based fees. The firm is not identified as an ESG active manager and is not listed as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1DAVID KAHN
Chief Compliance OfficerCRD 1242008
Contacts
3 of 8TIMOTHY WAHL
Portfolio ManagerCRD 2326669
GLENN GOODSTEIN
Managing MemberCRD 2294989
DEANNA WAHL
TrusteeCRD 6263491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$65.1M in ETFs
99%
$64.7M
0%
$391K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BIOTECHNOLOGY ETF (IBB) | BlackRock | Passive | Health | $16.5M | 97,654 | 25.33% |
Location
REDONDO BEACH, CA
LOS ANGELES
Location
REDONDO BEACH, CA
Headquartered in REDONDO BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 210 Avenue I
- Time zone
- PT (UTC-8)
- Office locations
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