Investment adviser · CRD 281985

BELAY INVESTMENT GROUP, LLC

Investment adviser filing (IA)

SHERMAN OAKS, CA, United States · Form ADV filed Apr 2, 2026

Regulatory AUM
$427M
Form ADV · Item 5.F
Client accounts
4
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
11
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Government entitiesFewer than 5$330,395,08577.3%
Pooled investment vehicles2$97,083,12922.7%
Filing source

Form ADV 2091111 · Apr 2, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BELAY PARTNERSHIP VENTURES II, LPReal Estate Fund · Last reported Apr 2, 2026$78.1MGross asset value

Form D fundraising filings

Belay Partnership Ventures II, LP

Auditor ERNST & YOUNG, LLP LOS ANGELES, California, United States
Custodian JP MORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian KEY BANK N.A. BROOKLYN, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG, LLP
PCAOB 42

Fund details & source
Fund ID
805-9865210273
Reported beneficial owners
2
Minimum commitment
$25M
Form D file number
021-258419

Form ADV 2091111 · Apr 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BELAY ARCWEST II SIDECAR, LPReal Estate Fund · Last reported Apr 2, 2026$19MGross asset value
Auditor ERNST & YOUNG LOS ANGELES, California, United States
Custodian JP MORGAN CHASE BANK, N.A. COLUMBUS, Ohio, United States Related to adviser: No
Custodian KEY BANK N.A. BROOKLYN, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG
PCAOB 42

Fund details & source
Fund ID
805-4992004801
Reported beneficial owners
2
Minimum commitment
$25M

Form ADV 2091111 · Apr 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 2, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

15260 VENTURA BOULEVARD, SUITE 1810
SHERMAN OAKS, CA, 91403, United States

CRD 281985

Filing source

Form ADV 2091111 · Apr 2, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.