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EDGAR Verified
Primary Source · SEC.gov

Fund FG-JTP, a series of Forge Investments LLC

CIK 0001883825Fund Vehicle2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$2M

Investors

7

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-JTP is a Delaware pooled investment fund series of Forge Investments LLC, managed by Forge Global Advisors LLC with executives Grant George and Shilpi McGrath. This amended filing reports $7.0M raised from 7 investors under Rule 506(b) and Section 3(c)(1) exemptions, with a $5K minimum investment. The fund is part of Forge Global's private equity platform, which operates 104 related EDGAR entities.

This private equity fund uses the standard 506(b)/3(c)(1) exemption structure typical of private funds targeting accredited investors. The $5K minimum investment is notably low for institutional private equity vehicles, suggesting retail-accessible structure within the Forge platform, which specializes in private company secondary market access.

Data Flags

minimum_investment$5K minimum on a pooled private equity fund is unusually low; typical institutional PE minimums range from $250K-$5M
investor_count7 investors contributing $7.0M yields an average investment of exactly $1M per investor, suggesting uniform or tiered participation well above the stated minimum
first_sale_dateFirst sale date not disclosed on an amended filing that reports $7.0M already sold

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001883825
Entity NameFund FG-JTP, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 21, 2026
Accession Number0001883825-26-000001
Total Amount Sold$2M
Total Investors7
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.