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EDGAR Verified
Primary Source · SEC.gov

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

CIK 0002020390Single-Deal SPV2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$1M

Investors

41

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-MLM is a pooled investment fund vehicle filed by Forge Investments, LLC (a Delaware series LLC), which has raised $2.9M from 41 investors under Rule 506(b) and 3(c)(1) exemptions with a $5K minimum investment. This is an amended filing managed by Forge Global Advisors LLC, part of the Forge Global platform ecosystem that includes 104 related EDGAR entities specializing in private equity investments.

This vehicle follows a typical private equity fund structure using the 506(b) exemption for accredited investors and the 3(c)(1) Investment Company Act exemption limiting it to 100 beneficial owners. The $5K minimum investment represents an accessible entry point compared to institutional-grade private equity funds, consistent with platform-based investment products designed for qualified individual investors.

Data Flags

investor_count41 investors contributing $2.9M results in an average check size of approximately $70K, significantly higher than the $5K minimum, suggesting concentration among larger investors or follow-on capital
first_sale_dateFirst sale date not disclosed in this amended filing, preventing verification of filing timeliness or fund vintage determination
generalThis is an amended filing but no prior filing date or original raise amount is available for comparison to determine whether this represents new capital or corrective disclosure

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002020390
Entity NameFund FG-MLM, a series of Forge Investments, LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 23, 2026
Accession Number0002020390-26-000001
Total Amount Sold$1M
Total Investors41
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.