Get premium alternative investment insights

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

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

CIK 0001711083Single-Deal SPV2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$750K

Investors

6

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-UJE is a series of Forge Investments, LLC, a Delaware pooled investment fund managed by Forge Global Advisors LLC with executive officers Grant George and Shilpi McGrath. This amended filing reports $328K raised from 6 investors under Rule 506(b) and Section 3(c)(1), with a $5K minimum investment. It is part of the Forge Global platform, which operates 104 related EDGAR entities focused on private equity investments.

This pooled investment fund uses the standard 506(b)/3(c)(1) private placement exemption pattern common to private equity vehicles, with a retail-accessible $5K minimum. The sub-$350K raise and single-digit investor count suggest a small-scale or early-stage fund vehicle within the Forge Investments series structure, which has deployed similar SPVs ranging from $173K to $10M.

Data Flags

vintageYearFirst sale date not disclosed despite amended filing status with capital already raised
totalRaisedAverage investment of approximately $55K per investor, relatively consistent but modest given the platform's larger offerings
generalAmendment filing with no disclosure of original filing date or amount of incremental capital raised in this amendment

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001711083
Entity NameFund FG-UJE, a series of Forge Investments, LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 27, 2026
Accession Number0001711083-26-000001
Total Amount Sold$750K
Total Investors6
Minimum Investment$5,000
Securities TypePooled Investment Fund
State of IncorporationNot specified
Amendment Count1 amendments filed

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.