Belay Investment Group, Llc
- Regulatory AUM
- $427M
- Discretionary
- $427M
- Clients
- 2
- Avg AUM / client
- $214M
- Accounts
- 4
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $97.1M | 22.7% |
| State or municipal government entities | Fewer than 5 clients | $330M | 77.3% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $195M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Belay Partnership Ventures Ii, Lp | Real Estate Fund | Delaware | $137M | 2 |
| Belay Arcwest Ii Sidecar, Lp | Real Estate Fund | Delaware | $58.0M | 2 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bailey, Eliza | Managing Member/Ceo/Cio | Jun 2022 (4y) | 25% – 50% | |
| Chase, Barry, Aaron | Executive Chairman | Jun 2022 (4y) | 25% – 50% | |
| Ko, Amy, Hui Chih | Managing Member/Cfo/Cco/Coo | Jun 2022 (4y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $195M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Belay Partnership Ventures Ii, Lp | Real Estate Fund | $137M | $25.0M | 2 |
| Belay Arcwest Ii Sidecar, Lp | Real Estate Fund | $58.0M | $25.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 1.52 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗