Belay Investment Group, LLC
● SEC registered since 2016CRD 281985SEC# 801-107351Sherman Oaks, CA
Ranks #4,120 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$427.5M
Fund GAV
$97.1M
Private funds
2
Employees
16
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 $427.5 million in regulatory assets under management and employs 16 people. Belay Investment Group, LLC manages 2 private funds with combined gross assets of $97.1 million, including Belay Partnership Ventures II, LP. By regulatory assets, it ranks 4,120 of 6,004 private fund managers.
Belay Investment Group, LLC private funds
2 funds · $97.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Belay Partnership Ventures II, LP | Real Estate | $78.1M | $25M |
| Belay Arcwest II Sidecar, LP | Real Estate | $19M | $25M |
Belay Investment Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Hui Chih Ko Control | Managing Member/Cfo/Cco/Coo | 25-50% | 2022 |
| Barry Aaron Chase | Member | 25-50% | 2024 |
| Eliza Bailey Control | Managing Member/Ceo/Cio | 25-50% | 2022 |
Frequently asked questions
How much does Belay Investment Group, LLC manage?
Belay Investment Group, LLC reports $427.5 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 $97.1 million.
How many employees does Belay Investment Group, LLC have?
Belay Investment Group, LLC reports 16 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
| Address | 15260 Ventura Boulevard, Suite 1810, Sherman Oaks, CA 91403 |
| Phone | 310-689-7700 |
| Fax | 310-689-7707 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$427.5M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
AUM vs fund managersTop 69%
Larger than 31% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$427.5Mregulatory AUM
Discretionary $427.5M
Service providers
Auditor
Custodian