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EDGAR Verified
Primary Source · SEC.gov

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

CIK 0002053079Fund Vehicle2025 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$5M

Investors

3

Min Invest

$20,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-LVT is a series of Forge Investments, LLC, a Delaware pooled investment fund managed by Forge Global Advisors LLC with executives Grant George and Shilpi McGrath. The fund raised $4.9M from 3 investors under Rule 506(b) and 3(c)(1) exemptions with a $20K minimum investment. This filing was submitted March 17, 2025, and is part of the Forge Global private equity platform, which has 104 related EDGAR entities.

This private equity fund uses the typical 506(b) private placement exemption combined with 3(c)(1) Investment Company Act exclusion, characteristic of institutional-grade pooled investment vehicles. The $20K minimum investment is relatively accessible compared to many private equity funds, and the $1.63M average check size across 3 investors suggests a mix of institutional and high-net-worth participation.

Data Flags

vintageYearFirst sale date not disclosed despite $4.9M already raised from 3 investors, making vintage year and investment timeline unclear
totalInvestorsOnly 3 investors for $4.9M raise ($1.63M average) indicates concentrated capital base, typical of anchor investor or co-invest structure

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002053079
Entity NameFund FG-LVT, a series of Forge Investments, LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateMarch 17, 2025
Accession Number0002053079-25-000001
Total Amount Sold$5M
Total Investors3
Minimum Investment$20,000
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.