PPrivate Fund Data Log in Join · $37/mo

Belay Investment Group, LLC

● SEC registered since 2016CRD 281985SEC# 801-107351Sherman Oaks, CA
Export (members)
Ranks #3,989 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$360.5M
Fund GAV
$114.9M
Private funds
2
Employees
14
Accounts
4
Location
Sherman Oaks, CA

Belay Investment Group, LLC assets under management

Belay Investment Group, LLC is an investment advisory firm registered with the SEC based in Sherman Oaks, CA. The firm has been registered since 2016. It reports $360.5 million in regulatory assets under management and employs 14 people. Belay Investment Group, LLC manages 2 private funds with combined gross assets of $114.9 million, including Belay Partnership Ventures II, LP. By regulatory assets, it ranks 3,989 of 5,911 private fund managers.

Belay Investment Group, LLC private funds

2 funds · $114.9M GAV
FundTypeGross assetsMin.
Belay Partnership Ventures II, LPReal Estate$93.1M$25M
Belay Arcwest II Sidecar, LPReal Estate$21.8M$25M

Belay Investment Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Amy Hui Chih Ko ControlManaging Member/Cfo/Cco/Coo25-50%2022
Barry Aaron Chase ControlExecutive Chairman25-50%2022
Eliza Bailey ControlManaging Member/Ceo/Cio25-50%2022

Frequently asked questions

How much does Belay Investment Group, LLC manage?

Belay Investment Group, LLC reports $360.5 million in regulatory assets under management on its Form ADV.

How many private funds does Belay Investment Group, LLC manage?

Belay Investment Group, LLC manages 2 private funds with combined gross assets of $114.9 million.

How many employees does Belay Investment Group, LLC have?

Belay Investment Group, LLC reports 14 employees.

Where is Belay Investment Group, LLC located?

Belay Investment Group, LLC is based in Sherman Oaks, CA and has been SEC-registered since 2016.

Does Belay Investment Group, LLC disclose fund performance?

Belay Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15260 Ventura Boulevard, Suite 1810, Sherman Oaks, CA 91403
Phone310-689-7700
Fax310-689-7707
Office hours9:00 a.m. - 6:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$360.5M
Non-discretionary$0
Total (RAUM)$360.5M

Service providers