The Investment House LLC
● SEC registered since 2012CRD 163493SEC# 801-76547Redondo Beach, CA
Ranks #2,085 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$2.2B
Fund GAV
$27.4M
Private funds
1
Employees
11
Accounts
604
Location
Redondo Beach, CA
The Investment House LLC assets under management
The Investment House LLC is an investment advisory firm registered with the SEC based in Redondo Beach, CA. The firm has been registered since 2012. It reports $2.2 billion in regulatory assets under management and employs 11 people. The Investment House LLC manages 1 private fund with combined gross assets of $27.4 million, including Mercury Partners L.P. By regulatory assets, it ranks 2,085 of 6,030 private fund managers.
The Investment House LLC private funds
1 funds · $27.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Mercury Partners L.P. | Hedge | $27.4M | $500K |
The Investment House LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Larry Kahn | Chief Compliance Officer | Under 5% | 2012 |
| Deanna Wahl Control | Trustee Of Wahl Family Trust | Over 75% | 2013 |
| The Wahl Family Trust Dtd 2/26/2013 Control | Member | Over 75% | 2013 |
| Timothy John Wahl Control | Trustee Of Wahl Family Trust | Over 75% | 2013 |
| Timothy John Wahl Control | President And Manager Of Llc | Under 5% | 2012 |
Frequently asked questions
How much does The Investment House LLC manage?
The Investment House LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
How many private funds does The Investment House LLC manage?
The Investment House LLC manages 1 private funds with combined gross assets of $27.4 million.
How many employees does The Investment House LLC have?
The Investment House LLC reports 11 employees.
Where is The Investment House LLC located?
The Investment House LLC is based in Redondo Beach, CA and has been SEC-registered since 2012.
Does The Investment House LLC disclose fund performance?
The Investment House LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 210 Avenue I, Ste C, Redondo Beach, CA 90277 |
| Phone | 310-873-3021 |
| Fax | 310-473-8899 |
| Office hours | 8 a.m. To 2 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1566030 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.2B▲ 13%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,306 advisers
AUM vs fund managersTop 35%
Larger than 65% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 38%
More than 62% of 16,824 advisers
Assets under management
$2.2Bregulatory AUM
Discretionary $2.2B