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| Happy Holidays!! thanks for using AUM13F!! |
| Belay Investment Group LLC
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| CRD # | 281985 |
| SEC # | 801-107351 |
| CIK # | 0001871287 |
| AUM | $360.5 M (2025-04-04) |
| Employees | 14 (79% Investors, 0% Brokers) |
| Phone | 310-689-7700 |
| Address | 15260 Ventura Boulevard Sherman Oaks, CA 91403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Belay Arcwest II Sidecar LP | 2019-03-29 | 21.8 | |
| RE | Belay Partnership Ventures II LP | [2016-02-23] | 201.0 | 93.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 114.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 245.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 360.5 |
| By Discretionary | ||
| Discretionary | 4 | 360.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 360.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 360.5 | |
| Total | 4 | 360.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Barry Chase | 2 | ||
| Amy Ko | 1 | ||
| Suzanne Santillan | 1 | ||
| Eliza Bailey | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001871287] |
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