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EDGAR Verified
Primary Source · SEC.gov

Fund FG-HAP a series of Forge Investments LLC

CIK 0002085992Fund Vehicle2026 vintage506(b), 3(c)
Forge GlobalFull Review

Raised

$3M

Investors

10

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-HAP 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. This amended Form D reports $2.8M raised from 10 investors under Rule 506(b) and 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 pooled investment vehicle follows the typical 506(b) private placement exemption pattern common in private equity fund structures. The $5K minimum investment represents a relatively low barrier to entry for private equity exposure, significantly below the institutional-grade thresholds ($100K+) typical of most PE funds, suggesting a retail-accessible investment vehicle within the Forge platform ecosystem.

Data Flags

generalAmendment filing status with no disclosed first sale date makes it impossible to assess filing timeliness or determine vintage year
minimum_investmentLow $5K minimum on a private equity vehicle is unusual for the asset class, which typically requires $100K+ commitments; suggests mass-market distribution model
investors_per_dollarAverage investment of $280K per investor ($2.8M / 10 investors) is substantially higher than the $5K stated minimum, indicating significant variance in check sizes or possible institutional participation

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002085992
Entity NameFund FG-HAP a series of Forge Investments LLC
Exemption506(b), 3(c)
First Sale Date—
Filing DateApril 21, 2026
Accession Number0002085992-26-000001
Total Amount Sold$3M
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

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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.