Belay Investment Group, LLC
Belay Investment Group, LLC is an SEC-registered asset manager in Sherman Oaks, CA with $427.5M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Belay Investment Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281985, SEC 801-107351, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $427.5M (2026-04-02)
- Firm type
- Asset Manager
- Location
- Sherman Oaks, CA
- Employees
- 16
- Clients
- 2
- CRD
- 281985
- Ownership
- CHASE, BARRY, AARON; KO, AMY, HUI CHIH; BAILEY, ELIZA; SANTILLAN, SUZANNE, WEST
How much AUM does Belay Investment Group, LLC have?
Belay Investment Group, LLC reported $427.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Belay Investment Group, LLC?
Disclosed owners and executives of Belay Investment Group, LLC include CHASE, BARRY, AARON, KO, AMY, HUI CHIH, BAILEY, ELIZA, SANTILLAN, SUZANNE, WEST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.