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Private equityFirmcandidate pe · candidateunsized

Belay Investment Group, LLC

Private Equity

Sherman Oaks, CA

Local focus. Scalable approach. Investing in local and differentiated real estate is at the heart of what Belay does, delivering long-term value to our clients through scalable and customized solutions.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:264b5773-21d8-4bc4-b760-b39d1f342fe6

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 8:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
34 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

BELAY INVESTMENT GROUP, LLC

Registered adviser · shared crd

Real Estate Fundsidentity

Belay Investment Group, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 1
PE funds: 0
Regulatory AUM: $410M
Investments: 0
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Stated sectors: real_estate
Latest ADV filing: Mar 29, 2024
Employees (ADV): 16
Website: belayinvestmentgroup.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Belay Partnership Ventures II, LP	n/a	Harvest	Real Estate Fund	n/a	$137M	0

Relationships

Employs (9)

→ Katty Wu DengPersonManager – Fund Reporting & FP&A
factThe subject's own site
→ Kelsey HarstadPersonManaging Director
factThe subject's own site
→ John YamanePersonSenior Vice President of Accounting & Finance
factThe subject's own site
→ Lily EliasPersonInvestment Assistant
factThe subject's own site
→ Robert Mcrae IIIPersonInvestment Analyst
factThe subject's own site
→ AMY Hui Chih KoPersonManaging Member/Cfo/Cco/Coo
Jun 1, 2022 to presentfactForm ADV, The subject's own site
→ Barry Aaron ChasePersonExecutive Chairman
Jun 1, 2022 to presentfactForm ADV
→ Eliza BaileyPersonManaging Member/Ceo/Cio
Jun 1, 2022 to presentfactForm ADV
→ Suzanne West SantillanPersonManaging Member
Oct 1, 2015 to Mar 31, 2018inferenceForm ADV

Firm member (1)

→ AvpFirmadviser
factDFX's own graph

Manages (1)

→ Belay Partnership Ventures II, LPFundPrivate Equity Fund
Feb 23, 2016 to presentfactForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2018
Person left
Suzanne West Santillan (Managing Member) no longer on Schedule A of Belay Investment Group, LLC
Form ADVobserved 5 days ago
Occurred
Feb 23, 2016
Adviser first adv filing
Belay Investment Group, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Show 2 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
Echo Real Estate Capital, Inc. and Belay Investment Group, LLC form Programmatic Joint Venture
Occurred
Feb 23, 2016
Belay Partnership Ventures II, LP first reported on Form ADV by Belay Investment Group, LLC (Private Equity Fund), GAV $200,000,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 1 work email (firm website) · as of 2026-09-17

Katty Wu Deng
Manager – Fund Reporting & FP&A · Revealable: 1 professional profile (firm website)
Kelsey Harstad
Managing Director · Revealable: 1 professional profile (firm website)
John Yamane
Senior Vice President of Accounting & Finance · Revealable: 1 professional profile (firm website)
Lily Elias
Investment Assistant · Revealable: 1 professional profile (firm website)
Robert Mcrae III
Investment Analyst · Revealable: 1 professional profile (firm website)
AMY Hui Chih Ko
Managing Member/Cfo/Cco/Coo · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Barry Aaron Chase (Executive Chairman), Eliza Bailey (Managing Member/Ceo/Cio).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:264b5773-21d8-4bc4-b760-b39d1f342fe6
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 42 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Belay Investment Group, LLC

Private Equity

Sherman Oaks, CA

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:264b5773-21d8-4bc4-b760-b39d1f342fe6

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 8:06 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Belay Partnership Ventures II, LP

n/a

Harvest

Real Estate Fund

n/a

$137M