BELAY INVESTMENT GROUP, LLC

RIASEC RegisteredEst. 2016
Total AUM
$427M
Discretionary
$427M
100% of AUM
Avg account
$107M
Accounts
4
Employees
16
Advisory reps
3

Firm details

Headquarters
SHERMAN OAKS, California
CRD number
281985
Registered since
March 1, 2016
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 99%, Cash & Cash Equivalents 1%99%
  • Other99%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • AMY KO

    Co-Founder & COOCRD 5809067

  • ELIZA BAILEY

    Co-Founder, CEO & CIOCRD 5318981

Contacts

1 of 1
  • BARRY CHASE

    Executive ChairmanCRD 5809065

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth