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
- HNWI57.82%
- Investment Companies36.25%
- Corporations / Businesses2.38%
- Pooled Investment Vehicles2.1%
- Individuals0.77%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
The Investment House LLC is a limited liability company organized as a hedge-fund manager that provides portfolio management across individual clients, investment companies and pooled vehicles. The firm is registered with the SEC (registration year 2012) and serves both individual/family and institutional clients. Fee arrangements include a percentage-of-AUM component plus performance-based fees. Filings indicate the firm is not an active ESG investor and does not operate as a capital allocator; ownership is described as a mix of a domestic entity and individual ownership.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$690M in ETFs
10%
$66.2M
0%
$623M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| THE INVESTMENT HOUSE ETF (TIH) | $622M | 25,345,023 | 90.25% |
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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