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EDGAR Verified
Primary Source · SEC.gov

Fund FG-HYN, a series of Forge Investments, LLC

CIK 0001719156Single-Deal SPV2021 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$1M

Investors

41

Min Invest

$100,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-HYN is a pooled investment fund series of Forge Investments, LLC, filed as an amended Form D on November-05-2021, having raised $5.7M from 41 investors under Rule 506(b) and Section 3(c)(1). The fund carries a $100K minimum investment and is managed by Assure Fund Management II, with executive officers Richard Thoms and Jeremy Neilson. It operates under the Forge Global platform, which sponsors 104 related EDGAR entities focused on private equity investments.

This private equity fund vehicle uses the traditional 506(b) exemption with a $100K minimum, positioning it in the mid-tier accredited investor segment. The 3(c)(1) exemption limits it to 100 beneficial owners, consistent with typical private fund structures, while the $139K average investment ($5.7M / 41 investors) suggests a concentrated investor base relative to the minimum threshold.

Data Flags

first_sale_dateFirst sale date not disclosed in this amended filing, preventing vintage year determination and historical timeline verification
investor_count41 investors with only $5.7M raised yields an average investment of ~$139K, barely above the $100K minimum, suggesting capital concentration among smaller check writers
amendment_statusThis is an amended filing but no context indicates whether material changes occurred or if this is a routine annual update

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001719156
Entity NameFund FG-HYN, a series of Forge Investments, LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateNovember 5, 2021
Accession Number0001719156-21-000004
Total Amount Sold$1M
Total Investors41
Minimum Investment$100,000
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.

Assure Fund Management II LLC

Director · Salt Lake City, UT

Richard Thoms

Executive Officer · Salt Lake City, UT

Jeremy Neilson

Executive Officer · Salt Lake City, UT

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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.