Get premium alternative investment insights

Get the Briefing
AltStreet
EDGAR Verified
Primary Source · SEC.gov

Fund FG-MXY, a series of Forge Investments LLC

CIK 0001722826Fund Vehicle2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$3M

Investors

29

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-MXY is a pooled investment fund series of Forge Investments LLC, filed as an amended Form D on April 23, 2026. The fund has raised $31.5M from 29 investors under Rule 506(b) and 3(c)(1) exemptions, with a $5K minimum investment. It is part of the Forge Global platform, which operates 104 related EDGAR entities in the private equity sector.

This private equity fund vehicle uses the standard 506(b) exemption combined with 3(c)(1) investment company exclusion, typical for sub-100 investor fund structures. The $5K minimum investment is notably accessible compared to typical institutional private equity minimums ($100K+), suggesting a retail-oriented or democratized access model consistent with Forge Global's secondary market positioning.

Data Flags

minimum_investment$5K minimum investment on a $31.5M raise is unusually low for private equity, resulting in potential for 6,300+ small investors though only 29 are reported
first_sale_dateFirst sale date not disclosed in an amended filing that reports $31.5M already raised, preventing vintage year determination and filing timeline verification
generalAmendment filing with substantial capital ($31.5M) but no original filing context visible; unclear what changed from prior version

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001722826
Entity NameFund FG-MXY, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 23, 2026
Accession Number0001722826-26-000001
Total Amount Sold$3M
Total Investors29
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

Is this your offering?

Claim this profile to add contact information, team members, LinkedIn profiles, fund history, and additional financial data. EDGAR-sourced data and AltStreet analysis cannot be edited, but corrections can be requested for verifiable inaccuracies.

Claim Profile — FreeGet Verified — $2,400/yr

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.