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 a hedge fund organized as an LLC and SEC-registered since 2012. It serves both individual/family and institutional clients and offers discretionary portfolio management across bespoke accounts and pooled vehicles. Compensation combines a percentage-of-assets fee with performance-based fees. The firm does not identify itself as an ESG-focused investor. Advisory coverage explicitly includes portfolio management for individuals and small businesses, management for investment companies, and oversight of pooled investment vehicles. Although the firm uses third-party alternative managers as part of its toolkit, it is not positioned primarily 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 1
David 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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