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EDGAR Verified
Primary Source · SEC.gov

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

CIK 0002024246Fund Vehicle2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$10M

Investors

2

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-WBU is a Delaware series of Forge Investments, LLC managed by Forge Global Advisors LLC, with Grant George and Shilpi McGrath as executive officers. This amended filing reports $15.5M raised from 2 investors under Rule 506(b) and 3(c)(1) exemptions, with a $5K minimum investment. The fund is part of the Forge Global platform, which operates 104 related EDGAR entities focused on private equity investments.

This private equity fund vehicle uses the standard 506(b)/3(c)(1) exemption combination typical of private funds. The $5K minimum investment is notably low for institutional private equity, suggesting accessibility to accredited retail investors, while the $7.75M average check size from only 2 investors indicates concentrated large commitments despite the low barrier to entry.

Data Flags

investor_countOnly 2 investors contributing $15.5M total ($7.75M average) despite a $5K minimum investment threshold creates extreme concentration risk
filing_statusThis is an amended filing with no first sale date disclosed, making it impossible to verify vintage year or assess filing timeliness
minimum_investment$5K minimum investment is unusually low for a private equity fund, typically associated with retail-accessible products rather than institutional vehicles

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002024246
Entity NameFund FG-WBU, a series of Forge Investments, LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 28, 2026
Accession Number0002024246-26-000001
Total Amount Sold$10M
Total Investors2
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.