Investment House is a fund manager in Rancho Palos Verdes with $1.65 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
364728577
SEC advisor number
801-76547
FINRA CRD number
163493
AUM ?
$1.65 bn
(as of 2 Nov 22)
Accounts
527
(as of 2 Nov 22)
Employees
13
(9 investment advisory or research)
Address
Investment House
300 CORPORATE POINTE
SUITE 380
CULVER CITY
CA 90230
300 CORPORATE POINTE
SUITE 380
CULVER CITY
CA 90230
Office hours
Monday - Friday, 6:00 AM - 2:00 PM
Phone
(310) 873-3024
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wahl, Timothy, John | President, Manager of LLC , Trustee Wahl Family Trust | 04/2012 | 25-50% |
Cohen, Jed, Marshall | Manager of LLC, Trustee Cohen Family Trust | 04/2012 | 50-75% |
Kahn, David, Larry | Chief Compliance Officer | 05/2012 | < 5% |
the Cohen Family 1992 Revocable Trust | Member | 03/2012 | 50-75% |
the Wahl Family Trust DTD 2/26/2013 | Member | 03/2012 | 25-50% |
Cohen, Roberta, Sue | Trustee; Cohen Family Trust | 08/1992 | 50-75% |
Wahl, Deanna | Trustee; Wahl Family Trust | 02/2013 | 25-50% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
the Investment House LLC | $1.65 bn | |
Mercury Partners L.P. | $32.84 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21