THE INVESTMENT HOUSE LLC
CRD #163493 SEC #801-76547 REDONDO BEACH, CA 310-873-3021
SEC Registered Private Funds
Total AUM
$2B
Discretionary
$2B
Employees
11
Clients
--
Accounts
556
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2B | $2B | $0 | 11 | 0 |
| Dec 2024 | $1.6B | $1.6B | $0 | 10 | 0 |
| Mar 2024 | $1.6B | $1.6B | $0 | 10 | 0 |
| Aug 2023 | $1.2B | $1.2B | $0 | 10 | 0 |
| May 2023 | $1.2B | $1.2B | $0 | 10 | 0 |
| Mar 2023 | $1.2B | $1.2B | $0 | 10 | 0 |
| Jan 2023 | $1.7B | $1.7B | $0 | 10 | 0 |
| Nov 2022 | $1.7B | $1.7B | $0 | 13 | 0 |
| Aug 2022 | $1.7B | $1.7B | $0 | 13 | 0 |
| Aug 2022 | $1.7B | $1.7B | $0 | 13 | 0 |
| Mar 2022 | $1.7B | $1.7B | $0 | 13 | 0 |
| Mar 2021 | $1.4B | $1.4B | $0 | 13 | 0 |
| Apr 2020 | $1B | $1B | $0 | 13 | 0 |
| Apr 2020 | $1B | $1B | $0 | 13 | 0 |
| Mar 2020 | $1B | $1B | $0 | 13 | 0 |
| Jul 2019 | $788.7M | $788.7M | $0 | 13 | 0 |
| Apr 2019 | $788.7M | $788.7M | $0 | 13 | 0 |
| Mar 2019 | $762.2M | $762.2M | $0 | 13 | 0 |
| May 2018 | $799.1M | $799.1M | $0 | 11 | 0 |
| Mar 2018 | $799.1M | $799.1M | $0 | 11 | 0 |
| Mar 2017 | $655.7M | $655.7M | $0 | 11 | 100 |
| Sep 2016 | $604.6M | $604.6M | $0 | 12 | 100 |
| May 2016 | $604.6M | $604.6M | $0 | 12 | 100 |
| May 2016 | $604.6M | $604.6M | $0 | 12 | 100 |
| Apr 2016 | $604.6M | $604.6M | $0 | 12 | 100 |
| Mar 2016 | $604.6M | $604.6M | $0 | 12 | 100 |
| Mar 2015 | $599.7M | $599.7M | $0 | 12 | 100 |
| Oct 2014 | $581.6M | $581.6M | $0 | 11 | 100 |
| Mar 2014 | $541.7M | $541.7M | $0 | 11 | 100 |
| Mar 2014 | $541.7M | $541.7M | $0 | 11 | 100 |
| Oct 2013 | $546.6M | $500.8M | $45.8M | 10 | 100 |
| May 2013 | $468.8M | $431.2M | $37.6M | 10 | 100 |
| Mar 2013 | $468.8M | $431.2M | $37.6M | 10 | 100 |
| Mar 2013 | $468.8M | $431.2M | $37.6M | 10 | 100 |
| Feb 2013 | $484.8M | $445M | $39.8M | 10 | 100 |
| Oct 2012 | $484.8M | $445M | $39.8M | -- | 0 |
| Jun 2012 | $302.1M | $273.4M | $28.7M | -- | 0 |
| Jun 2012 | $302.1M | $273.4M | $28.7M | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees11
Clients0
DateDec 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees10
Clients0
DateAug 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients0
DateMay 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients0
DateJan 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees10
Clients0
DateNov 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees13
Clients0
DateAug 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees13
Clients0
DateAug 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateApr 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateApr 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients0
DateJul 2019
Total AUM$788.7M
Discretionary$788.7M
Non-Disc.$0
Employees13
Clients0
DateApr 2019
Total AUM$788.7M
Discretionary$788.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$762.2M
Discretionary$762.2M
Non-Disc.$0
Employees13
Clients0
DateMay 2018
Total AUM$799.1M
Discretionary$799.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$799.1M
Discretionary$799.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2017
Total AUM$655.7M
Discretionary$655.7M
Non-Disc.$0
Employees11
Clients100
DateSep 2016
Total AUM$604.6M
Discretionary$604.6M
Non-Disc.$0
Employees12
Clients100
DateMay 2016
Total AUM$604.6M
Discretionary$604.6M
Non-Disc.$0
Employees12
Clients100
DateMay 2016
Total AUM$604.6M
Discretionary$604.6M
Non-Disc.$0
Employees12
Clients100
DateApr 2016
Total AUM$604.6M
Discretionary$604.6M
Non-Disc.$0
Employees12
Clients100
DateMar 2016
Total AUM$604.6M
Discretionary$604.6M
Non-Disc.$0
Employees12
Clients100
DateMar 2015
Total AUM$599.7M
Discretionary$599.7M
Non-Disc.$0
Employees12
Clients100
DateOct 2014
Total AUM$581.6M
Discretionary$581.6M
Non-Disc.$0
Employees11
Clients100
DateMar 2014
Total AUM$541.7M
Discretionary$541.7M
Non-Disc.$0
Employees11
Clients100
DateMar 2014
Total AUM$541.7M
Discretionary$541.7M
Non-Disc.$0
Employees11
Clients100
DateOct 2013
Total AUM$546.6M
Discretionary$500.8M
Non-Disc.$45.8M
Employees10
Clients100
DateMay 2013
Total AUM$468.8M
Discretionary$431.2M
Non-Disc.$37.6M
Employees10
Clients100
DateMar 2013
Total AUM$468.8M
Discretionary$431.2M
Non-Disc.$37.6M
Employees10
Clients100
DateMar 2013
Total AUM$468.8M
Discretionary$431.2M
Non-Disc.$37.6M
Employees10
Clients100
DateFeb 2013
Total AUM$484.8M
Discretionary$445M
Non-Disc.$39.8M
Employees10
Clients100
DateOct 2012
Total AUM$484.8M
Discretionary$445M
Non-Disc.$39.8M
Employees--
Clients0
DateJun 2012
Total AUM$302.1M
Discretionary$273.4M
Non-Disc.$28.7M
Employees--
Clients0
DateJun 2012
Total AUM$302.1M
Discretionary$273.4M
Non-Disc.$28.7M
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0