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EDGAR Verified
Primary Source · SEC.gov

Fund FG-JEM, a series of Forge Investments LLC

CIK 0001792171Single-Deal SPV2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$1M

Investors

4

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-JEM is a Delaware series of Forge Investments LLC, filing under Regulation D exemptions 506(b) and 3(c)(1). This amended filing reports $1.2M raised from 4 investors with a $5K minimum investment. The fund is managed by Forge Global Advisors LLC, with executive officers Grant George and Shilpi McGrath, and is part of the Forge Global platform ecosystem comprising 104 related EDGAR entities.

This pooled investment fund uses the standard 506(b) / 3(c)(1) exemption structure common to private equity vehicles, allowing up to 99 investors without registration as an investment company. The $5K minimum investment represents an unusually accessible entry point for institutional-grade private equity, significantly lower than the typical $100K-$1M minimums seen in this category.

Data Flags

minimum investment$5K minimum is exceptionally low for a private equity fund, typically indicating retail-accessible fractional structures or platform-democratized access
investor concentration4 investors contributing $1.2M yields an average check size of $300K, significantly higher than the $5K stated minimum, suggesting anchor investors or uneven allocation
first sale dateVintage year not disclosed in this amended filing, preventing performance benchmarking and fund lifecycle assessment
generalAmendment filed with no disclosure of incremental capital raised since original filing, suggesting administrative update or corrective amendment

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001792171
Entity NameFund FG-JEM, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 21, 2026
Accession Number0001792171-26-000001
Total Amount Sold$1M
Total Investors4
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.