{"url":"https://nivawealth.com/firms/belay-investment-group-281985","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/281985","regulatoryAum":427478214,"crd":"281985","history":[{"filedOn":"2021-05-27","regulatoryAum":300000000,"clients":2,"employees":11,"offices":2},{"filedOn":"2022-05-23","regulatoryAum":523800000,"clients":2,"employees":14,"offices":2},{"filedOn":"2023-03-31","regulatoryAum":470898975,"clients":2,"employees":16,"offices":4},{"filedOn":"2024-03-29","regulatoryAum":410200680,"clients":2,"employees":16,"offices":4},{"filedOn":"2025-04-04","regulatoryAum":360470000,"clients":2,"employees":14,"offices":3},{"filedOn":"2026-04-02","regulatoryAum":427478214,"clients":2,"employees":16,"offices":3}],"secFileNumber":"801-107351","legalName":"Belay Investment Group, LLC","displayName":"Belay Investment Group","slug":"belay-investment-group-281985","website":"https://belayinvestmentgroup.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/281985/3623434535a3f46f-r1.webp","tone":"light","width":301,"height":200,"sourceUrl":"https://belayinvestmentgroup.com/","sourceLabel":"Belay Investment Group, LLC, website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_private_markets_manager","typeLabel":"Private markets","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/belay-investment-group-llc/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"15260 Ventura Boulevard, Suite 1810","city":"Sherman Oaks","state":"CA","stateName":"California","country":"United States","postalCode":"91403"},"tradeNames":[],"registration":{"secApproved":"1 March 2016","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":16,"advisory":11,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":427478214,"discretionary":427478214,"discretionaryAccounts":4,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":97083129},{"label":"State or municipal government entities","clients":null,"fewerThan5":true,"regulatoryAum":330395085}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Belay Investment Group has custody of $427M in client assets for 4 clients.","otherCustodians":[],"leadership":[{"name":"Eliza Bailey","title":"Managing Member/CEO/CIO","crd":"5318981"},{"name":"Barry Chase","title":"Member","crd":"5809065"},{"name":"Amy Ko","title":"Managing Member/CFO/CCO/COO","crd":"5809067"}],"ownership":[{"label":"Barry Chase","detail":"Member in the 25% to 50% ownership band, since December 2024."},{"label":"Amy Ko","detail":"Managing member/cfo/cco/coo in the 25% to 50% ownership band and a control person, since June 2022."},{"label":"Eliza Bailey","detail":"Managing member/ceo/cio in the 25% to 50% ownership band and a control person, since June 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":1},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"15260 Ventura Boulevard, Suite 1810","city":"Sherman Oaks","headquarters":true}]},{"state":"New York","offices":1,"addresses":[{"street":"420 Lexington Avenue","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"310-689-7700","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Cash and cash equivalents","percent":1},{"label":"Other","percent":99,"detail":"Real Estate"}],"privateFunds":2},"sources":{"adv1FilingDate":"2 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/281985/PDF/281985.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Belay Investment Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Belay Investment Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Belay Investment Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Belay Investment Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Belay Investment Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Belay Investment Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Belay Investment Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 2 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}