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EDGAR Verified
Primary Source · SEC.gov
1 Data Flags

Fund FG-ORV a Series of Forge Investments

CIK 0002112045Single-Deal SPV2026 vintage506(b), 3(c)(1)

Raised

$1M

Investors

10

Min Invest

$100,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-ORV, a series of Forge Investments, filed by Forge Global Advisors LLC on March 16, 2026, raising $1.1M from 10 investors under Rule 506(b) and Section 3(c)(1). The fund requires a $100K minimum investment and is part of the Forge Global platform, which operates 104 related EDGAR entities focused on private equity secondaries and SPV structures.

This private equity vehicle follows the typical Forge series fund structure, utilizing the 506(b) exemption with 3(c)(1) investment company exclusion for accredited investors. The $100K minimum is consistent with institutional-lite SPV offerings and aligns with other Forge series funds in the $173K to $10M raise range.

Data Flags

vintageYearFirst sale date not disclosed in filing despite $1.1M already raised from 10 investors
generalFiling date (March 2026) is in the future relative to typical SEC filing timelines, suggesting either a data entry error or pre-dated filing

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002112045
Entity NameFund FG-ORV a Series of Forge Investments
Exemption506(b), 3(c)(1)
First Sale Date
Filing DateMarch 16, 2026
Accession Number0002112045-26-000001
Total Amount Sold$1M
Total Investors10
Minimum Investment$100,000
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.