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EDGAR Verified
Primary Source · SEC.gov

Fund FG-RTA, a series of Forge Investments LLC

CIK 0001683546Fund Vehicle2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$25M

Investors

19

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-RTA is a pooled investment fund series of Forge Investments LLC, filed as an amended Form D by Forge Global Advisors LLC. The fund has raised $24.7M from 19 investors under Rule 506(b) and 3(c)(1) exemptions, with a $5K minimum investment. This fund is part of the Forge Global platform, which operates 104 related EDGAR entities focused on private equity investments.

This private equity fund follows the common 506(b)/3(c)(1) exemption pattern typical of private investment funds limited to accredited investors. The $5K minimum investment is notably low for institutional private equity, suggesting accessibility to a broader accredited investor base compared to typical PE funds that require $250K+ minimums. The fund structure as a series vehicle is consistent with platform-based private equity offerings.

Data Flags

vintageYearFirst sale date not disclosed despite $24.7M raised and 19 investors, limiting transparency on fund vintage
generalAmendment filing but no indication of previous raise amount to assess capital deployment trajectory
minimumInvestment$5K minimum is unusually low for a $24.7M private equity fund, suggesting retail-accessible structuring
statesOfSolicitationStates of solicitation not specified despite 19 investors, limiting geographic distribution transparency

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001683546
Entity NameFund FG-RTA, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 27, 2026
Accession Number0001683546-26-000001
Total Amount Sold$25M
Total Investors19
Minimum Investment$5,000
Securities TypePooled Investment Fund
State of IncorporationNot specified
Amendment Count1 amendments filed

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Forge Global Advisors LLC

Director · San Francisco, CA

Grant George

Executive Officer · San Francisco, CA

Shilpi McGrath

Executive Officer · San Francisco, CA

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. AltStreet analysis (summaries, flags, category context) is generated by Claude from this primary source data and reviewed for accuracy. Platform-provided information (if present) is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. EDGAR data is verified read-only — platforms may request factual corrections for demonstrable inaccuracies by contacting research@altstreet.investments. This page does not constitute investment advice.