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EDGAR Verified
Primary Source · SEC.gov

Fund FG-OZP, a series of Forge Investments LLC

CIK 0001775123Fund Vehicle2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$290K

Investors

5

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-OZP is a pooled investment fund vehicle filed by Forge Investments LLC (part of the Forge Global platform with 104 related entities). This amended filing reports $290K raised from 5 investors under Rule 506(b) and 3(c)(1) exemptions, with a $5K minimum investment. The fund is managed by Forge Global Advisors LLC with executives Grant George and Shilpi McGrath.

This is a sub-$1M private equity fund vehicle structured under the common 506(b)/3(c)(1) exemption pattern typical of smaller pooled investment vehicles. The $5K minimum investment threshold positions it at the lower end of private equity accessibility, significantly below institutional minimums but consistent with retail-accessible alternative investment platforms.

Data Flags

first_sale_dateNo first sale date disclosed in an amended filing that reports $290K in sales from 5 investors, making vintage year and filing timeline impossible to verify
total_amount_soldAverage investment of $58K per investor is over 11x the stated $5K minimum, suggesting either uneven distribution or most investors contributing significantly above the floor
generalAmendment filing with relatively small raise amount compared to other Forge fund vehicles (e.g., Fund FG-WBU at $10M, Fund FG-KRQ at $8.5M)

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001775123
Entity NameFund FG-OZP, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 27, 2026
Accession Number0001775123-26-000001
Total Amount Sold$290K
Total Investors5
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.