THE INVESTMENT HOUSE LLC
Adviser information for THE INVESTMENT HOUSE LLC last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 516 | $1.6B |
| Non-Discretionary | 0 | $0 |
| Total | 516 | $1.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 65 | $55.5M |
| HNW Individuals | 149 | $1.3B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $205.2M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $50.8M |
| Pension and profit sharing plans | <5 | $3.2M |
| Charitable organizations | <5 | $6.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $44.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 2 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
210 AVENUE ISTE C
REDONDO BEACH
CA
United States
BY APPOINTMENT ONLY, 8 AM TO 2 PM
Tel: 310-873-3021, Fax: 310-473-8899
Websites
Chief Compliance Officer
DAVID KAHN
5940 S. RAINBOW BLVD. SUITE 400
PMB 57150
LAS VEGAS
NV
United States
Tel:
310-873-3024
Fax:
310-473-8899
D****@*********M
(Full email address available in API data)
Regulatory Contact
TIMOTHY WAHL
MANAGING MEMBER
5940 S. RAINBOW BLVD. SUITE 400
PMB 57150
LAS VEGAS
NV
United States
Tel:
310-873-3021
Fax:
310-473-8899
T****@*********M
(Full email address available in API data)
Industry Affiliates
| MG CAPITAL PARTNERS, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MERCURY PARTNERS L.P. | Hedge Fund | $29.5M | $0.5M | 40 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KAHN, DAVID, LARRY | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2012 | < 5% |
| WAHL, TIMOTHY, JOHN | Individual | – | PRESIDENT AND MANAGER OF LLC | 04/2012 | < 5% |
| WAHL, TIMOTHY, JOHN | Individual | – | TRUSTEE OF WAHL FAMILY TRUST | 02/2013 | > 75% |
| WAHL, DEANNA | Individual | – | TRUSTEE OF WAHL FAMILY TRUST | 02/2013 | > 75% |
| THE WAHL FAMILY TRUST DTD 2/26/2013 | Domestic Entity | – | MEMBER | 07/2013 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 22nd, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | 28M | 94K | – |
| ICON PLC | SHS | 268K | 855 | – |
| LINDE PLC | SHS | 6M | 13K | – |
| MARVELL TECHNOLOGY GROUP LTD | ORD SHS | 1M | 18K | – |
| MEDTRONIC PLC | SHS | 3M | 41K | – |
| NU HLDGS LTD | ORD SHS CL A | 31M | 2M | – |
| TRANE TECHNOLOGIES PLC | SHS | 789K | 2K | – |
| GARMIN LTD | SHS | 2M | 15K | – |
| UBS GROUP AG | SHS | 2M | 65K | – |
| FIVERR INTL LTD | ORD SHS | 651K | 28K | – |
| STELLANTIS N.V. | SHS | 2M | 98K | – |
| AT&T INC | COM | 1M | 66K | – |
| ABBOTT LABS | COM | 3M | 26K | – |
| ABBVIE INC | COM | 9M | 55K | – |
| ADOBE INC | COM | 50M | 90K | – |
| ADVANCE AUTO PARTS INC | COM | 2M | 31K | – |
| AECOM | COM | 2M | 19K | – |
| ADVANCED MICRO DEVICES INC | COM | 365K | 2K | – |
| AGILENT TECHNOLOGIES INC | COM | 1M | 9K | – |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 2M | 35K | – |
| ALPHABET INC | CAP STK CL C | 45M | 244K | – |
| ALPHABET INC | CAP STK CL A | 63M | 344K | – |
| AMAZON COM INC | COM | 64M | 332K | – |
| AMERICAN ELEC PWR CO INC | COM | 459K | 5K | – |
| AMERICAN EXPRESS CO | COM | 23M | 98K | – |
| AMGEN INC | COM | 10M | 33K | – |
| ANALOG DEVICES INC | COM | 3M | 14K | – |
| APPLE INC | COM | 132M | 628K | – |
| APPLIED MATLS INC | COM | 224K | 950 | – |
| APPLOVIN CORP | COM CL A | 1M | 12K | – |
| AUTODESK INC | COM | 16M | 63K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 21M | 88K | – |
| AUTONATION INC | COM | 9M | 55K | – |
| AZEK CO INC | CL A | 857K | 20K | – |
| BK OF AMERICA CORP | COM | 9M | 227K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5M | 11K | – |
| BIOGEN INC | COM | 758K | 3K | – |
| BLACKROCK INC | COM | 1M | 2K | – |
| BOEING CO | COM | 2M | 11K | – |
| BOOKING HLDGS INC | COM | 15M | 4K | – |
| BRINKS CO | COM | 280K | 3K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 2M | 45K | – |
| BROADCOM INC | COM | 2M | 1K | – |
| CCC INTELLIGENT SOLUTIONS HL | COM | 3M | 252K | – |
| CVS HEALTH CORP | COM | 1M | 19K | – |
| CATERPILLAR INC DEL | COM | 2M | 6K | – |
| CHARLES RIV LABS INTL INC | COM | 14M | 69K | – |
| CHIPOTLE MEXICAN GRILL INC | COM | 3M | 52K | – |
| CHURCH & DWIGHT INC | COM | 15M | 144K | – |
| CISCO SYS INC | COM | 5M | 105K | – |
| CLOROX CO DEL | COM | 568K | 4K | – |
| COCA COLA CO | COM | 2M | 24K | – |
| COLGATE PALMOLIVE CO | COM | 868K | 9K | – |
| CONOCO PHILLIPS | COM | 306K | 3K | – |
| CONSTELLATION BRANDS INC | CL A | 7M | 28K | – |
| CORNING INC | COM | 2M | 52K | – |
| CORPAY INC | COM SHS | 3M | 10K | – |
| COSTCO WHSL CORP NEW | COM | 57M | 68K | – |
| COUPANG INC | CL A | 1M | 52K | – |
| CROWDSTRIKE HLDGS INC | CL A | 11M | 29K | – |
| CUMMINS INC | COM | 9M | 31K | – |
| D R HORTON INC | COM | 5M | 36K | – |
| DXC TECHNOLOGY CO | COM | 306K | 16K | – |
| DANAHER CORPORATION | COM | 4M | 15K | – |
| DEERE & CO | COM | 13M | 35K | – |
| DELL TECHNOLOGIES INC | CL C | 5M | 40K | – |
| DISNEY WALT CO | COM | 2M | 24K | – |
| DONALDSON INC | COM | 673K | 9K | – |
| DOW INC | COM | 5M | 96K | – |
| EBAY INC | COM | 627K | 12K | – |
| ECOLAB INC | COM | 16M | 66K | – |
| EDISON INTL | COM | 698K | 10K | – |
| EDWARDS LIFESCIENCES CORP | COM | 16M | 174K | – |
| ELECTRONIC ARTS INC | COM | 339K | 2K | – |
| EXPEDIA GROUP INC | COM NEW | 4M | 28K | – |
| EXPEDITORS INTL WASH INC | COM | 7M | 59K | – |
| FS KKR CAPITAL CORP | COM | 308K | 16K | – |
| META PLATFORMS INC | CL A | 96M | 190K | – |
| FASTENAL CO | COM | 8M | 121K | – |
| FEDEX CORP | COM | 13M | 44K | – |
| FIDELITY NATL INFORMATION SV | COM | 2M | 24K | – |
| FORD MOTOR COMPANY | COM | 298K | 24K | – |
| GILEAD SCIENCES INC | COM | 1M | 17K | – |
| GLOBAL PMTS INC | COM | 9M | 91K | – |
| GOLDMAN SACHS GROUP INC | COM | 518K | 1K | – |
| GRAINGER W W INC | COM | 12M | 13K | – |
| HP INC | COM | 10M | 289K | – |
| HERTZ GLOBAL HLDGS INC | COM NEW | 69K | 20K | – |
| HOME DEPOT INC | COM | 5M | 15K | – |
| HONEYWELL INTL INC | COM | 320K | 2K | – |
| IDEXX LABS INC | COM | 755K | 2K | – |
| ILLINOIS TOOL WKS INC | COM | 379K | 2K | – |
| INDAPTUS THERAPEUTICS INC | COM | 217K | 102K | – |
| INTEL CORP | COM | 571K | 18K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 24M | 174K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 3M | 15K | – |
| INTUIT | COM | 62M | 94K | – |
| INTUITIVE SURGICAL INC | COM NEW | 13M | 29K | – |
| Invesco S&P 500 Equal | S&P500 EQL WGT | 490K | 3K | – |
| INVESCO EXCHANGE TRADED FD T | DYNMC BIOTECH | 495K | 8K | – |
| IRON MTN INC DEL | COM | 242K | 3K | – |
| ISHARES TR | IBOXX INV CP ETF | 853K | 8K | – |
| ISHARES TR | 20 YR TR BD ETF | 1M | 15K | – |
| ISHARES TR | 1-3 YR TR BD ETF | 240K | 3K | – |
| ISHARES TR | NASDQ BIOTEC ETF | 11M | 81K | – |
| Ishares Short Treasury | SHORT TREAS BD | 5M | 44K | – |
| ISHARES TR | U.S. PFD STK ETF | 235K | 7K | – |
| JPMORGAN CHASE & CO | COM | 1M | 6K | – |
| JOHNSON & JOHNSON | COM | 11M | 77K | – |
| KENVUE INC | COM | 3M | 147K | – |
| LENNAR CORP | CL A | 1M | 7K | – |
| LILLY ELI & CO | COM | 44M | 49K | – |
| LITHIA MOTORS INC CLASS A | COM | 1M | 5K | – |
| LOUISIANA-PACIFIC CORP | COM | 393K | 5K | – |
| LOWES COS INC | COM | 17M | 76K | – |
| M & T BANK CORP | COM | 204K | 1K | – |
| MANNKIND CORP | COM NEW | 77K | 15K | – |
| MAPLEBEAR INC | COM | 750K | 23K | – |
| MASTERCARD INC | CL A | 9M | 21K | – |
| MCDONALDS CORP | COM | 4M | 15K | – |
| MERCADOLIBRE INC | COM | 22M | 13K | – |
| MERCK & CO. INC | COM | 17M | 135K | – |
| MICROSOFT CORP | COM | 108M | 241K | – |
| MICRON TECHNOLOGY | COM | 5M | 37K | – |
| MONDELEZ INTL INC | CL A | 6M | 97K | – |
| MOTOROLA SOLUTIONS INC | COM NEW | 30M | 79K | – |
| NETFLIX INC | COM | 250K | 370 | – |
| NEW YORK CMNTY BANCORP INC | COM | 707K | 219K | – |
| NEXTERA ENERGY INC | COM | 2M | 21K | – |
| NIKE INC | CL B | 6M | 75K | – |
| NORFOLK SOUTHERN CORP | COM | 6M | 27K | – |
| NOVARTIS A G | SPONSORED ADR | 9M | 82K | – |
| NOVO-NORDISK A S | ADR | 250K | 2K | – |
| NVIDIA CORP | COM | 80M | 646K | – |
| O REILLY AUTOMOTIVE INC | COM | 3M | 2K | – |
| OMNICOM GROUP INC | COM | 220K | 2K | – |
| ORACLE CORP | COM | 9M | 64K | – |
| PVH CORPORATION | COM | 3M | 29K | – |
| PALANTIR TECHNOLOGIES INC | CL A | 272K | 11K | – |
| PALO ALTO NETWORKS INC | COM | 395K | 1K | – |
| PAYCHEX INC | COM | 22M | 182K | – |
| PAYPAL HLDGS INC | COM | 9M | 153K | – |
| PEPSICO INC | COM | 7M | 40K | – |
| PFIZER INC | COM | 708K | 25K | – |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 273K | 15K | – |
| PROCTER & GAMBLE CO | COM | 2M | 9K | – |
| QUALCOMM INC | COM | 24M | 119K | – |
| QUEST DIAGNOSTICS INC | COM | 339K | 2K | – |
| RH | COM | 5M | 21K | – |
| RPM INTL INC | COM | 245K | 2K | – |
| RALPH LAUREN CORP | CL A | 2M | 12K | – |
| RAYTHEON TECHNOLOGIES CORP | COM NEW | 355K | 4K | – |
| REGENERON PHARMACEUTICALS | COM | 735K | 699 | – |
| SEI INVESTMENTS CO | COM | 351K | 5K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 703K | 1K | – |
| SPDR SER TR | PORTFOLIO AGRGTE | 497K | 20K | – |
| SALESFORCE COM INC | COM | 3M | 12K | – |
| CHARLES SCHWAB CORP | COM | 412K | 6K | – |
| SCOTTS MIRACLE GRO CO | CL A | 4M | 62K | – |
| SEA LTD | SPONSORED ADS | 9M | 132K | – |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 739K | 11K | – |
| SERVICE NOW INC | COM | 673K | 855 | – |
| SHERWIN WILLIAMS CO | COM | 448K | 2K | – |
| SHOPIFY INC | CL A | 376K | 6K | – |
| SNOWFLAKE INC | CL A | 1M | 10K | – |
| SOUTHERN CO | COM | 346K | 4K | – |
| SQUARE INC | CL A | 5M | 73K | – |
| STARBUCKS CORP | COM | 922K | 12K | – |
| STRYKER CORP | COM | 13M | 39K | – |
| SYSCO CORP | COM | 3M | 40K | – |
| TJX COS INC NEW | COM | 905K | 8K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 2M | 10K | – |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 327K | 2K | – |
| TARGET CORP | COM | 415K | 3K | – |
| TESLA INC | COM | 1M | 5K | – |
| TEXAS INSTRS INC | COM | 24M | 121K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 3M | 6K | – |
| 3M CO | COM | 786K | 8K | – |
| TOLL BROTHERS INC | COM | 2M | 17K | – |
| TRIMBLE INC | COM | 9M | 153K | – |
| US BANCORP DEL | COM NEW | 243K | 6K | – |
| UBER TECHNOLOGIES INC | COM | 5M | 69K | – |
| ULTA BEAUTY INC | COM | 944K | 2K | – |
| UNION PAC CORP | COM | 12M | 54K | – |
| UNITED PARCEL SERVICE INC | CL B | 6M | 44K | – |
| UNITEDHEALTH GROUP INC | COM | 5M | 9K | – |
| VANGUARD WORLD FD | UTILITIES ETF | 444K | 3K | – |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 1M | 25K | – |
| VERIZON COMMUNICATIONS INC | COM | 518K | 13K | – |
| VERTEX PHARMACEUTICAL COM | COM | 387K | 825 | – |
| VISA INC | COM CL A | 15M | 56K | – |
| WEC ENERGY GROUP INC | COM | 573K | 7K | – |
| WALMART INC | COM | 8M | 117K | – |
| WARNER BROS DISCOVERY INC | COM SER A | 1M | 174K | – |
| WASTE MGMT INC DEL | COM | 28M | 133K | – |
| WATERS CORP | COM | 4M | 15K | – |
| WELLS FARGO CO NEW | COM | 253K | 4K | – |
| WHIRLPOOL CORP | COM | 598K | 6K | – |
| WILLIAMS-SONOMA | COM | 16M | 57K | – |
| WINGSTOP INC | COM | 562K | 1K | – |
| WISDOMTREE TR | FLOATING RAT TREA | 227K | 5K | – |
| YUM BRANDS INC | COM | 2M | 18K | – |
| ZOETIS INC | CL A | 16M | 90K | – |