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EDGAR Verified
Primary Source · SEC.gov

Fund FG-LPM, a series of Forge Investments LLC

CIK 0001784667Single-Deal SPV2021 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$8M

Investors

42

Min Invest

$100,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-LPM is a series of Forge Investments LLC, a Delaware pooled investment fund managed by Assure Fund Management II with executive officers Richard Thoms and Jeremy Neilson. This amended filing reports $18.4M raised from 42 investors under Rule 506(b) and Section 3(c)(1) exemptions, with a $100K minimum investment. The entity is part of the Forge Global platform, which operates 104 related EDGAR entities in the private equity space.

This filing reflects a typical private equity fund structure using the 506(b) / 3(c)(1) exemption combination to limit investor count below 100 while avoiding general solicitation. The $100K minimum investment positions this as an accredited investor vehicle at the lower end of institutional private equity, with an average investment of approximately $438K per investor—consistent with smaller fund series or SPV structures.

Data Flags

generalAmendment filing with no first sale date disclosed makes it impossible to verify filing timeliness or determine vintage year
states_of_solicitationStates of solicitation not specified despite 42 investors, which is unusual for reporting compliance under Rule 506(b)

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001784667
Entity NameFund FG-LPM, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateJuly 20, 2021
Accession Number0001784667-21-000005
Total Amount Sold$8M
Total Investors42
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.