The Investment House LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,864,578,400
Clients
288
Advisors
8
across 6 offices
About
Like most multi‑team advisers, The Investment House LLC provides discretionary portfolio management to individual and high‑net‑worth clients and also works with pension plans, charitable organizations and other institutional clients. In addition to separately managed accounts, the firm serves as investment adviser to an open‑end mutual fund and manages several private pooled investment vehicles.
The firm applies a mix of strategies — a long‑horizon growth approach using top‑down/bottom‑up security selection, balanced allocations, a low‑volatility ETF‑based “stay rich, sleep well” strategy, and opportunistic special‑situations trading — and generally manages accounts on a discretionary basis. Private funds managed by the firm may employ hedging and leverage, and the firm uses a range of securities including mutual funds, equities, bonds, options, ETFs and REITs.
Noteworthy is TIH’s role in advising investment companies and pooled vehicles and its function as a private‑fund adviser, features that are less common among peers in this category. The firm and certain advisory representatives receive portions of private fund management and performance fees — a conflict disclosed in the brochure — and the firm does not advertise standalone financial planning as a service.
Client services
Expertise
Fee options
$0+: up to 1.5%, majority charged 1.0% or less (negotiable) $0+: 0% (some clients charged zero fee)
Performance-based fees charged by Mercury Partners L.P. (a Private Fund), portion received by TIH.
Account minimum: $1,000,000 Fee-only: Annual investment advisory fees range from 1.5% to zero; majority charged 1.0% or less; fees are negotiable.
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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