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The Investment House LLC

● SEC registered since 2012CRD 163493SEC# 801-76547Redondo Beach, CA
Export (members)
Ranks #1,910 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.95B
Fund GAV
$23.8M
Private funds
1
Employees
11
Accounts
556
Location
Redondo Beach, CA

The Investment House LLC assets under management

The Investment House LLC is an investment advisory firm registered with the SEC based in Redondo Beach, CA. The firm has been registered since 2012. It reports $2 billion in regulatory assets under management and employs 11 people. The Investment House LLC manages 1 private fund with combined gross assets of $23.8 million, including Mercury Partners L.P. By regulatory assets, it ranks 1,910 of 5,911 private fund managers.

The Investment House LLC private funds

1 funds · $23.8M GAV
FundTypeGross assetsMin.
Mercury Partners L.P.Hedge$23.8M$500K

The Investment House LLC owners & executives

5 reported
NameTitleOwnershipSince
David Larry KahnChief Compliance OfficerUnder 5%2012
Deanna Wahl ControlTrustee Of Wahl Family TrustOver 75%2013
The Wahl Family Trust Dtd 2/26/2013 ControlMemberOver 75%2013
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Frequently asked questions

How much does The Investment House LLC manage?

The Investment House LLC reports $2 billion in regulatory assets under management on its Form ADV.

How many private funds does The Investment House LLC manage?

The Investment House LLC manages 1 private funds with combined gross assets of $23.8 million.

How many employees does The Investment House LLC have?

The Investment House LLC reports 11 employees.

Where is The Investment House LLC located?

The Investment House LLC is based in Redondo Beach, CA and has been SEC-registered since 2012.

Does The Investment House LLC disclose fund performance?

The Investment House LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address210 Avenue I, Ste C, Redondo Beach, CA 90277
Phone310-873-3021
Fax310-473-8899
Office hours8 a.m. To 2 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1566030
Discloses disciplinary historyNo

Assets under management

Discretionary$1.95B
Non-discretionary$0
Total (RAUM)$1.95B

Service providers

Prime broker
Custodian