Get premium alternative investment insights

Get the Briefing
AltStreet
EDGAR Verified
Primary Source · SEC.gov

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

CIK 0002024249Fund Vehicle2026 vintage506(b), 3(c)
Forge GlobalFull Review

Raised

$4M

Investors

10

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-HIS is a pooled investment fund organized as a series of Forge Investments, LLC and filed by Forge Global Advisors LLC. This amended filing reports $10.6M raised from 10 accredited investors under Rule 506(b) and Section 3(c) 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 employs the standard 506(b) exemption for accredited investors with a notably low $5K minimum, which is uncommon for institutional-grade private equity vehicles that typically require $25K-$250K minimums. The combination of a low entry point with a modest raise suggests a retail-accessible structure within a platform-based offering model.

Data Flags

minimum investment$5K minimum is unusually low for a private equity pooled fund, approximately 5-50x lower than typical institutional minimums
investor count10 investors contributed $10.6M, yielding an average investment of $1.06M per investor, which is 212x the stated $5K minimum and suggests concentrated participation
generalThis is an amended filing but no first sale date is disclosed, making it impossible to assess filing timeliness or fund vintage

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002024249
Entity NameFund FG-HIS, a series of Forge Investments, LLC
Exemption506(b), 3(c)
First Sale Date—
Filing DateApril 21, 2026
Accession Number0002024249-26-000001
Total Amount Sold$4M
Total Investors10
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

Is this your offering?

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.

Claim Profile — FreeGet Verified — $2,400/yr

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.