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EDGAR Verified
Primary Source · SEC.gov

Fund FG-KLR, a series of Forge Investments LLC

CIK 0001848982Fund Vehicle2026 vintage506(b), 3(c)
Forge GlobalFull Review

Raised

$1M

Investors

6

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-KLR is a pooled investment fund series of Forge Investments LLC, filed as an amended Form D on April 21, 2026, reporting $6.0M raised from 6 investors under Rule 506(b) and Section 3(c) exemptions with a $5K minimum investment. The fund is managed by Forge Global Advisors LLC with executives Grant George and Shilpi McGrath, and is part of the Forge Global platform ecosystem comprising 104 EDGAR-registered entities focused on private equity investments.

This private equity vehicle utilizes the standard 506(b) exemption with a 3(c) investment company exemption, typical of small pooled funds. The $5K minimum investment is exceptionally low for institutional private equity and suggests accessibility to accredited retail investors, while the $1M average check size across 6 investors indicates a concentrated investor base.

Data Flags

minimum investment$5K minimum is unusually low for a private equity fund, typically designed for high-net-worth and institutional investors
first sale dateFirst sale date not disclosed in an amended filing that reports $6M already raised, making vintage year and fundraising timeline unclear
generalAmendment filed with capital already raised but no original filing date context provided to assess fundraising velocity or compliance timing

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001848982
Entity NameFund FG-KLR, a series of Forge Investments LLC
Exemption506(b), 3(c)
First Sale Date—
Filing DateApril 21, 2026
Accession Number0001848982-26-000001
Total Amount Sold$1M
Total Investors6
Minimum Investment$5,000
Securities TypePooled Investment Fund
State of IncorporationNot specified
Amendment CountOriginal filing only

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.