BELAY INVESTMENT GROUP, LLC
Firm details
- Headquarters
- SHERMAN OAKS, California
- CRD number
- 281985
- Registered since
- March 1, 2016
- Website
- belayinvestmentgroup.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- State / Municipal Government77.29%
- Pooled Investment Vehicles22.71%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Belay Investment Group, LLC is a real estate-focused investment manager that operates as an advisor to pooled investment vehicles and to institutional balance sheets. The firm is organized as a limited liability company and registered with the SEC in 2016. Its business model centers on sponsoring and operating pooled vehicles—acting as sponsor, general partner and managing member—which indicates a hands-on role in deal sourcing, structuring and ongoing asset management rather than a purely allocative or advisory posture. Clients are institutional, and the fee model combines a percentage of assets under management with performance‑based fees, aligning compensation with realized returns on the funds and mandates the firm manages. Belay’s filings indicate it is not an active ESG investor and that its principal classification is a real estate fund manager. The firm’s advisory activities explicitly include portfolio management for pooled vehicles and for businesses or institutions, signaling a focus on structured fund vehicles and bespoke institutional mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other99%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2AMY KO
Co-Founder & COOCRD 5809067
ELIZA BAILEY
Co-Founder, CEO & CIOCRD 5318981
Contacts
1 of 1BARRY CHASE
Executive ChairmanCRD 5809065
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SHERMAN OAKS, CA
LOS ANGELES
Location
SHERMAN OAKS, CA
Headquartered in SHERMAN OAKS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 15260 Ventura Blvd
- Time zone
- PT (UTC-8)
- Office locations
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