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Building 2BELAY INVESTMENT GROUP, LLC

Map pinSHERMAN OAKS, CA
Phone310-689-7700
NotebookSEC #801-107351
Total AUM
$427.5M
Employees
16
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15260 VENTURA BOULEVARD
SUITE 1810
SHERMAN OAKS
CA 91403
United States
Operating Hours
9:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
310-689-7700
Other Offices
2

ReceiptFinancials

Total AUM
$427.5M
Accounts
4
Discretionary
$427.5M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$97.1M
Government Entity Clients
1
AUM
$330.4M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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