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EDGAR Verified
Primary Source · SEC.gov

Fund FG-KKR, a series of Forge Investments LLC

CIK 0001849112Single-Deal SPV2025 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$3M

Investors

8

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-KKR is a pooled investment fund vehicle filed by Forge Investments LLC, managed by Forge Global Advisors LLC, raising $2.6M from 8 investors under Rule 506(b) and 3(c)(1) exemptions with a $5K minimum investment. This is an amended filing for a Delaware-organized entity within Forge Global's private equity platform ecosystem, which includes 104 related EDGAR entities.

This private equity fund vehicle operates under the standard 506(b) exemption pattern common to institutional-quality offerings, though its $5K minimum investment is notably accessible compared to typical PE funds that require $100K-$1M+ minimums. The combination of 3(c)(1) exemption limits the fund to 100 beneficial owners, consistent with smaller-scale pooled investment structures.

Data Flags

vintageYearFirst sale date not disclosed despite filing occurring in 2025 and raising $2.6M from 8 investors
totalRaisedAverage investor commitment of $325K suggests relatively large individual checks despite the low $5K minimum investment threshold
generalAmendment filing with no disclosure of whether this represents new capital or simply an annual update

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001849112
Entity NameFund FG-KKR, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateOctober 9, 2025
Accession Number0001849112-25-000002
Total Amount Sold$3M
Total Investors8
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.