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EDGAR Verified
Primary Source · SEC.gov

Fund FG-TMS, a series of Forge Investments LLC

CIK 0001920807Single-Deal SPV2026 vintage506(b), 3(c)(1)

Raised

$884K

Investors

4

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-TMS is a series of Forge Investments LLC, filed by Forge Global Advisors LLC under exemptions 506(b) and 3(c)(1). This amended filing reports $884K raised from 4 investors with a $5K minimum investment. It is part of the Forge Global platform, which operates 104 related EDGAR entities focused on private equity investments.

This offering uses the standard 506(b) / 3(c)(1) exemption combination typical of private equity funds with accredited investors. The $5K minimum investment is notably low for the private equity category, where minimums typically range from $25K to $250K+, suggesting accessibility to a broader accredited investor base compared to institutional-focused vehicles.

Data Flags

minimum_investment$5K minimum is unusually low for private equity; typical minimums are $25K-$250K+
investors4 investors raised $884K, averaging $221K per investor, which is relatively high given the low $5K minimum
filing_statusAmended filing with no first sale date disclosed, preventing assessment of filing timeliness

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001920807
Entity NameFund FG-TMS, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date
Filing DateApril 27, 2026
Accession Number0001920807-26-000001
Total Amount Sold$884K
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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Claim this profile to add contact information, team members, LinkedIn profiles, fund history, and additional financial data. EDGAR-sourced data and AltStreet analysis cannot be edited, but corrections can be requested for verifiable inaccuracies.

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.