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EDGAR Verified
Primary Source · SEC.gov

Fund FG-MCS, a series of Forge Investments LLC

CIK 0002086441Single-Deal SPV2026 vintage506(b), 3(c)

Raised

$615K

Investors

8

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-MCS is a pooled investment fund series of Forge Investments LLC, filed as an amended Form D by Forge Global Advisors LLC. The fund has raised $965K from 8 investors under Rule 506(b) and 3(c) exemptions, with a $5K minimum investment. This is part of Forge Global's private equity platform, which manages 104 related EDGAR entities.

This private equity vehicle uses the common 506(b)/3(c) exemption structure typical of private investment funds. The $5K minimum investment is notably low for institutional private equity but aligns with Forge's platform model of enabling access to private markets. The fund's raise size and investor count suggest smaller-check retail-accessible participation rather than traditional institutional LP structure.

Data Flags

minimum_investment$5K minimum is exceptionally low for a private equity fund and across the Forge series, suggesting platform-based retail distribution model
generalThis is an amended filing but no first sale date is disclosed, making it impossible to determine vintage year or filing timeliness
investor_concentrationAverage check size of approximately $121K with $5K minimum suggests uneven investor contribution distribution
related_entitiesPart of a prolific series with similar naming convention (Fund FG-XXX) across varying raise sizes from $173K to $10M, indicating standardized SPV product line

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002086441
Entity NameFund FG-MCS, a series of Forge Investments LLC
Exemption506(b), 3(c)
First Sale Date
Filing DateApril 23, 2026
Accession Number0002086441-26-000001
Total Amount Sold$615K
Total Investors8
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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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.

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.