The Investment House LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,455,099,000
Clients
249
Advisors
8
across 6 offices
About
The Investment House LLC provides discretionary portfolio management primarily to individual and high‑net‑worth clients, and also to institutional and pooled vehicles such as registered investment companies, pension plans, charitable organizations, and private limited partnership funds. In addition to separately managed accounts, the firm acts as investment adviser to an open‑end mutual fund, serves as sub‑adviser to an exchange‑traded fund, and manages unaffiliated private funds.
TIH develops client-specific investment policies through personal discussions and implements those policies on a discretionary basis across its stated strategies (Growth, Balanced, SRSW, and Special Situations), using a mix of fundamental analysis and top‑down sector selection. The firm’s approach can include ETFs and mutual funds, closed‑end funds, options, and the use of margin or leverage in certain accounts and private funds, and the brochure does not describe a separate financial planning service.
The firm’s brochure highlights several features that distinguish it from many peers: it manages registered investment companies and an ETF while also operating private pooled vehicles, and it receives a share of performance‑based fees paid to a private fund’s general partner—an arrangement the brochure discloses as a potential conflict of interest. TIH also manages over $2 billion in client assets with a relatively compact advisory team and discloses operational practices such as block trading/aggregation and the use of derivatives and borrowing in some separately managed accounts, which are less common among similar team firms.
Client services
Expertise
Fee options
$0+: 1.0% (majority of clients), negotiable down to 0% $0+: Negotiated aggregated tiered fees for certain clients (details not specified)
Performance-based fees applicable only to some Private Funds, e.g., Mercury Partners, L.P., where TIH or its owners receive a portion of performance fees as disclosed.
Account minimum: $1,000,000 Fee-only: Annual investment advisory fees range from 1.0% to 0%, mostly charged at 1.0%, negotiable and can be waived or reduced at firm's discretion.
Main office
See office210 Avenue I, Ste C
Redondo Beach CA 90277
Advisors at this office
1
Offices (6)
Las Vegas, NV
Las Vegas, NV
3 advisors
Del Mar, CA
2190 Carmel Valley Road, Suite D, Del Mar, CA 92014
1 advisor
Manhattan Beach, CA
240 Rosecrans Avenue, Manhattan Beach, CA 90266
1 advisor
Pacific Grove, CA
650 Lighthouse Avenue Suite 220, Pacific Grove, CA 93950
1 advisor
Redondo Beach, CA
210 Avenue I Ste C, Redondo Beach, CA 90277
1 advisor
Venice, CA
Venice, CA
1 advisor
Most active in
Arizona · Arkansas · California · Colorado · Florida · Illinois · Louisiana · Nevada · New Hampshire · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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