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EDGAR Verified
Primary Source · SEC.gov

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

CIK 0002024227Single-Deal SPV2025 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$900K

Investors

15

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-WTS is a pooled investment fund series of Forge Investments, LLC, filed by Forge Global Advisors LLC as an amended Form D on October 20, 2025. The fund has raised $900K from 15 investors under Rule 506(b) and 3(c)(1) exemptions, 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 vehicle follows the typical pattern for private equity fund offerings under 506(b) with 3(c)(1) exclusion, limiting it to 100 beneficial owners. The $5K minimum investment is notably accessible compared to traditional private equity funds, which typically require $100K+ minimums, and aligns with Forge Global's platform model of creating lower-barrier access to private market investments.

Data Flags

generalAmendment filing with no disclosure of first sale date, making it impossible to assess filing timeliness or vintage year
total_amount_soldRelatively small raise ($900K) spread across 15 investors results in average check size of $60K, which is modest for typical private equity commitments
minimum_investment$5K minimum is unusually low for a private equity fund vehicle, suggesting a platform-driven retail or mass-affluent distribution strategy

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002024227
Entity NameFund FG-WTS, a series of Forge Investments, LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateOctober 20, 2025
Accession Number0002024227-25-000002
Total Amount Sold$900K
Total Investors15
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.