Belay Investment Group provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 2 private funds.
Belay Investment Group reports 2 clients. They include 2 pooled investment vehicles. Of its assets, 100.0% ($427M across 4 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 23% |
| State or municipal government entities | Fewer than 5 | 77% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 2 | $97.1M | 22.7% | $48.5M |
| State or municipal government entities | Fewer than 5 | $330M | 77.3% | — |
| Total | 2 | $427M | 100% | — |
- Clients
- 2
- Regulatory AUM
- $97.1M
- AUM share
- 22.7%
- Avg. per client
- $48.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $330M
- AUM share
- 77.3%
- Avg. per client
- —
Total
- Clients
- 2
- Regulatory AUM
- $427M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
Belay Investment Group is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Barry Chase owns 25% to 50% of Belay Investment Group. It has 16 employees, 11 of them in advisory roles.
Leadership
- Eliza BaileyManaging Member/CEO/CIO
- Barry ChaseMember
- Amy KoManaging Member/CFO/CCO/COO
Staff
- 16 employees
- 11 in advisory functions
- 1 soliciting firm
- Owns 25% to 50% of Belay Investment Group, LLC
Barry Chase
since December 2024
- Owns 25% to 50% of Belay Investment Group, LLC
Amy Ko
Control person · since June 2022
- Owns 25% to 50% of Belay Investment Group, LLC
Eliza Bailey
Control person · since June 2022
Belay Investment Group’s regulatory assets grew from $300M (May 2021) to $427M (April 2026); clients were 2 in both filings and employees rose from 11 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $427M | 2 | 16 | 3 |
| April 2025 | $360M | 2 | 14 | 3 |
| March 2024 | $410M | 2 | 16 | 4 |
| March 2023 | $471M | 2 | 16 | 4 |
| May 2022 | $524M | 2 | 14 | 2 |
| May 2021 | $300M | 2 | 11 | 2 |
Besides its headquarters, Belay Investment Group has 2 offices (1 private residence, listed without an address), with 2 listed addresses in California and New York.
California · 1 listed address
- 15260 Ventura Boulevard, Suite 1810, Sherman OaksHQ
New York · 1 listed address
- 420 Lexington Avenue, New York
Contact and registration details
- Legal name
- Belay Investment Group, LLC
- Headquarters
- 15260 Ventura Boulevard, Suite 1810, Sherman Oaks, CA 91403
- Website
- belayinvestmentgroup.com
- Phone
- 310-689-7700
- @belay-investment-group-llc
- SEC file
- 801-107351
- Structure
- Delaware LLC
- Fiscal year end
- December
Belay Investment Group has custody of $427M in client assets for 4 clients.
What the accounts hold
- Cash1%
- Other99%
- Real estate99%
How many clients does Belay Investment Group have?
Belay Investment Group has 2 clients and manages $427 million for them, as of April 2026. They include 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 April 2026
What services does Belay Investment Group offer?
Belay Investment Group provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Belay Investment Group have?
Belay Investment Group has 0 investment adviser representatives registered with state securities authorities, out of 16 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Belay Investment Group invest in?
At the end of its last fiscal year, Belay Investment Group’s separately managed accounts held 99% other and 1% cash and equivalents. The 99% other category is described as: Real Estate. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Belay Investment Group?
Belay Investment Group’s direct owners are Barry Chase, Amy Ko and Eliza Bailey, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 2 April 2026
How does Belay Investment Group get paid?
Belay Investment Group is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Belay Investment Group?
Belay Investment Group’s main office is at 15260 Ventura Boulevard, Suite 1810, Sherman Oaks, CA 91403. Its phone number is 310-689-7700. Its website is belayinvestmentgroup.com.