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| Belay Investment Group LLC
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|---|---|
| CRD # | 281985 |
| SEC # | 801-107351 |
| CIK # | 0001871287 |
| AUM | 427.5 M (2026-04-02) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 310-689-7700 |
| Address | 15260 Ventura Boulevard Sherman Oaks, CA 91403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Belay Arcwest II Sidecar LP | 2019-03-29 | 19.0 M | |
| RE | Belay Partnership Ventures II LP | [2016-02-23] | 201.0 M | 78.1 M |
| Filed 2017-10-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 97.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 330.4 |
| (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 | 427.5 |
| By Discretionary | ||
| Discretionary | 4 | 427.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 427.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 427.5 | |
| Total | 4 | 427.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Barry Chase | Executive Officer | 2 | 2 | |
| Amy Ko | Executive Officer | 1 | 1 | |
| Suzanne Santillan | Executive Officer | 1 | 1 | |
| Eliza Bailey | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001871287] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional |
| Fund Types | Private Equity, Real Estate |
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