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EDGAR Verified
Primary Source · SEC.gov

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

CIK 0001728390Fund Vehicle2020 vintage506(b)
Forge GlobalFull Review

Raised

$54M

Investors

118

Min Invest

$20,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-ONJ is a series of Forge Investments, LLC, a Delaware pooled investment fund that raised $92.6M from 118 investors under Regulation D Rule 506(b) with a $20K minimum investment. This amended filing is part of Forge Global's private equity platform, which manages 104 related EDGAR entities. Executive officers include Jeremy Neilson and Richard Thoms, with LLC Assure Fund Management II serving as director.

This private equity vehicle uses the 506(b) exemption, which permits up to 35 non-accredited investors and prohibits general solicitation. The $20K minimum investment threshold is relatively accessible for institutional-grade private equity, enabling broad participation among accredited investors. The fund structure as a series LLC allows for operational flexibility and asset segregation within the Forge platform.

Data Flags

investor_count_to_raise_ratio118 investors for $92.6M implies average check size of approximately $785K, which is notably high relative to the $20K minimum investment, suggesting significant variance in check sizes or a concentration among larger investors
first_sale_dateFirst sale date not disclosed despite substantial capital raised ($92.6M), making it impossible to verify filing timeliness or determine vintage year
generalThis is an amended filing with substantial capital already raised, but no original filing date or context is provided to assess whether this represents incremental capital or corrected disclosure

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001728390
Entity NameFund FG-ONJ, a series of Forge Investments, LLC
Exemption506(b)
First Sale Date—
Filing DateDecember 2, 2020
Accession Number0001728390-20-000039
Total Amount Sold$54M
Total Investors118
Minimum Investment$20,000
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.