Investment adviser · CRD 163493

THE INVESTMENT HOUSE LLC

Investment adviser filing (IA)

REDONDO BEACH, CA, United States · Form ADV filed Sep 16, 2026

Regulatory AUM: $2.48B
Client accounts: 505
Employees: 11
Advisory professionals: 7

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	201	$1,436,000,000	57.8%
Investment companies	2	$900,258,000	36.2%
Corporations & businesses	Fewer than 5	$59,124,000	2.4%
Pooled investment vehicles	2	$52,145,000	2.1%
Individuals	48	$19,099,000	0.8%
Charities	Fewer than 5	$12,312,000	0.5%
Retirement plans	Fewer than 5	$4,779,000	0.2%

Filing source

Form ADV 2132245 · Sep 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MERCURY PARTNERS L.P.Hedge Fund · Last reported Sep 16, 2026$29.8MGross asset value

Fund administrator TRACHTENBERG & PAUKER, LLP WOODBURY, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK, LLP NEW YORK CITY, New York, United States

Custodian WELLS FARGO SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No

Prime broker WELLS FARGO SECURITIES, LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

COHNREZNICK, LLP
PCAOB 596

WELLS FARGO SECURITIES, LLC
SEC 8-65876

WELLS FARGO SECURITIES, LLC
CRD 126292 · SEC 8-65876

Fund details & source

Fund ID: 805-3902437240
Reported beneficial owners: 28
Minimum commitment: $500K
Form D file number: 021-81288

Form ADV 2132245 · Sep 16, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 16, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

210 AVENUE I, STE C
REDONDO BEACH, CA, 90277, United States

CRD 163493

Filing source

Form ADV 2132245 · Sep 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.