The THE INVESTMENT HOUSE LLC is a privately held investment adviser that advises $2.2Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. THE INVESTMENT HOUSE LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 59.05% over the last 5-years.
The Group has been registered with the SEC for 14.23 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 210 AVENUE I STE C, REDONDO BEACH, NEVADA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 7 investment and 4 non-investment staff. The total number of Employees decreased by 15.38% over the last 5-years.
Their $2.2Bn in assets advised are owned by 2 private funds, 1 public fund and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $1.83Bn or 82.83% of Total Assets and Investment Companies (IC) own $227.2mn or 10.31% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Fund of Funds, representing 89.25% and 10.75% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $227.2mn in assets.
The Group discloses management fees and performance-based fees.
THE INVESTMENT HOUSE LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.