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EDGAR Verified
Primary Source · SEC.gov

Fund FG-JLS, a series of Forge Investments, LLC

CIK 0001996242Single-Deal SPV2025 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$150K

Investors

93

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-JLS is a series of Forge Investments, LLC, filed as an amended Form D by Forge Global Advisors LLC. The fund has raised $1.1M from 93 investors under Regulation D Rule 506(b) and 3(c)(1) exemptions, with a $5K minimum investment. This vehicle is part of the Forge Global platform, which operates 104 related EDGAR entities in the private equity secondary market space.

This private equity fund utilizes the 506(b) and 3(c)(1) exemptions typical of private investment funds targeting accredited investors. The $5K minimum investment is notably accessible compared to traditional private equity funds, and the 93-investor count suggests broad retail-oriented distribution within accredited investor constraints. The structure as a series LLC is consistent with platform-based SPV models.

Data Flags

investor_count_vs_amount93 investors contributing $1.1M yields an average investment of approximately $11,828, indicating very small check sizes and high investor fragmentation relative to typical private equity structures
minimum_investment$5K minimum is unusually low for a private equity vehicle, suggesting retail-accessible structure or platform-mediated SPV model
generalThis is an amended filing but no first sale date is disclosed, making it impossible to assess filing timeliness or vintage determination

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001996242
Entity NameFund FG-JLS, a series of Forge Investments, LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateOctober 8, 2025
Accession Number0001996242-25-000002
Total Amount Sold$150K
Total Investors93
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.