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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

BELAY INVESTMENT GROUP, LLC

CRD 281985

SHERMAN OAKS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eec7a8e6-3c03-60b1-c588-143723397fea

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 2
Observed: Feb 23, 2016 to Apr 2, 2026
22 observations

Across DFX

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

Private Equityidentity

Belay Investment Group, LLC

Private equity manager · 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

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.23 institutional_share=0.77 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $427MItem 5.F on the latest filing (2026-04-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $427M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 16
Advisory employees: 11
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 4
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $427M
SEC number: 801-107351
CRD: 281985
Filings on the tape: 22
First filed: Feb 23, 2016
Latest filed: Apr 2, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BELAY PARTNERSHIP VENTURES II, LP	Real Estate Fund	$137M	Mar 29, 2024	2	Feb 23, 2016	reported	021-258419
BELAY ARCWEST II SIDECAR, LP	Real Estate Fund	$58.0M	Mar 29, 2024	2	Mar 29, 2019	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BAILEY, ELIZA	MANAGING MEMBER/CEO/CIO	C	yes	06/2022	Feb 23, 2016	Mar 29, 2024
CHASE, BARRY, AARON	EXECUTIVE CHAIRMAN	C	yes	06/2022	Feb 23, 2016	Mar 29, 2024
KO, AMY, HUI CHIH	MANAGING MEMBER/CFO/CCO/COO	C	yes	06/2022	Feb 23, 2016	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BELAY ARCWEST II SIDECAR GP, LLC	n/a	n/a	n/a	N	yes	n/a
BELAY ARCWEST II SIDECAR, LP	n/a	n/a	n/a	N	yes	n/a
BELAY CAPITAL II, LLC	n/a	n/a	n/a	N	yes	n/a
BELAY II CO-INVEST, LLC	n/a	n/a	n/a	N	yes	n/a
BELAY PARTNERSHIP VENTURES II, LP	n/a	n/a	n/a	N	yes	n/a
BELAY VENTURES III MANAGER, LLC	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	2	no
COSTA MESA	CA	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 2, 2026	$427M	$427M	16	11	2	2	n/a
2024	Apr 4, 2025	$360M	$360M	14	11	2	2	n/a
2023	Mar 29, 2024	$410M	$410M	16	12	3	2	$195M
2022	Mar 31, 2023	$471M	$471M	16	12	3	2	$266M
2021	Mar 31, 2022	$524M	$524M	14	11	1	2	$274M
2020	Mar 30, 2021	$300M	$300M	11	10	1	2	$300M
2019	Mar 30, 2020	$300M	$300M	7	5	1	2	$300M
2018	Mar 29, 2019	$300M	$300M	7	5	1	2	$300M
2017	Mar 31, 2018	$200M	$200M	7	5	1	1	$200M
2016	Mar 31, 2017	$200M	$200M	8	6	n/a	1	$200M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$427M	$360M	18.6%	$471M	-3.2%	16	14	2	2

Relationships

Advises (2)

→ BELAY PARTNERSHIP VENTURES II, LPPrivate fundReal Estate Fund, IA
Feb 23, 2016 to presentfactForm ADV
→ BELAY ARCWEST II SIDECAR, LPPrivate fundReal Estate Fund, IA
Mar 29, 2019 to presentfactForm ADV

Affiliated with (1)

← AVP ADVISORS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (3)

← BAILEY, ELIZAOwnerMANAGING MEMBER/CEO/CIO, ownership code C, individual
Feb 23, 2016 to Mar 29, 2024factForm ADV
← CHASE, BARRY, AARONOwnerEXECUTIVE CHAIRMAN, ownership code C, individual
Feb 23, 2016 to Mar 29, 2024factForm ADV
← KO, AMY, HUI CHIHOwnerMANAGING MEMBER/CFO/CCO/COO, ownership code C, individual
Feb 23, 2016 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 31, 2022
Regulatory AUM changed
Belay Investment Group, Llc reported RAUM $523.8M, up 75% from $300.0M (2021-05-27 to 2022-03-31)
Form ADVobserved 6 days ago
$224M
Occurred
Mar 29, 2019
Regulatory AUM changed
Belay Investment Group, Llc reported RAUM $300.0M, up 50% from $200.0M (2018-04-30 to 2019-03-29)
Form ADVobserved 6 days ago
$100M
Occurred
Feb 23, 2016
First Form ADV filing
Belay Investment Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eec7a8e6-3c03-60b1-c588-143723397fea
First observed: Feb 23, 2016
Last observed: Apr 2, 2026 5 months ago
Source families: Federal regulator filings
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

CRD 281985

SHERMAN OAKS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eec7a8e6-3c03-60b1-c588-143723397fea

Data as of Apr 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:56 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BELAY PARTNERSHIP VENTURES II, LP

Real Estate Fund

$137M

Mar 29, 2024

Feb 23, 2016

reported

021-258419

BELAY ARCWEST II SIDECAR, LP

Real Estate Fund

$58.0M

Mar 29, 2024

Mar 29, 2019

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BAILEY, ELIZA

MANAGING MEMBER/CEO/CIO

yes

06/2022

Feb 23, 2016

Mar 29, 2024

CHASE, BARRY, AARON

EXECUTIVE CHAIRMAN

yes

06/2022

Feb 23, 2016

Mar 29, 2024

KO, AMY, HUI CHIH

MANAGING MEMBER/CFO/CCO/COO

yes

06/2022

Feb 23, 2016

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BELAY ARCWEST II SIDECAR GP, LLC

n/a

yes

n/a

BELAY ARCWEST II SIDECAR, LP

n/a

yes

n/a

BELAY CAPITAL II, LLC

n/a

yes

n/a

BELAY II CO-INVEST, LLC

n/a

yes

n/a

BELAY PARTNERSHIP VENTURES II, LP

n/a

yes

n/a

BELAY VENTURES III MANAGER, LLC

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

COSTA MESA

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 2, 2026

$427M

n/a

2024

Apr 4, 2025

$360M

n/a

2023

Mar 29, 2024

$410M

$195M

2022

Mar 31, 2023

$471M

$266M

2021

Mar 31, 2022

$524M

$274M

2020

Mar 30, 2021

$300M

2019

Mar 30, 2020

$300M

2018

Mar 29, 2019

$300M

2017

Mar 31, 2018

$200M

2016

Mar 31, 2017

$200M

n/a

$200M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$427M

$360M

18.6%

$471M

-3.2%