Fund FG-ONJ, a series of Forge Investments, LLC
Raised
$93M
Investors
118
Min Invest
$20,000
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AltStreet Analysis
·Generated from EDGAR primary sources
Fund FG-ONJ is a series of Forge Investments, LLC, a Delaware pooled investment fund that raised $92.6M from 118 investors under Regulation D Rule 506(b) with a $20K minimum investment. This amended filing is part of Forge Global's private equity platform, which manages 104 related EDGAR entities. Executive officers include Jeremy Neilson and Richard Thoms, with LLC Assure Fund Management II serving as director.
This private equity vehicle uses the 506(b) exemption, which permits up to 35 non-accredited investors and prohibits general solicitation. The $20K minimum investment threshold is relatively accessible for institutional-grade private equity, enabling broad participation among accredited investors. The fund structure as a series LLC allows for operational flexibility and asset segregation within the Forge platform.
Data Flags
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first (15 of 72). Each opens the SEC archive folder.
AltStreet Coverage
Original reporting from AltStreet's daily EDGAR monitoring covering Forge Global and its filings.
Alto Agrees to Buy Forge Trust From Schwab: 2.7 Million Custodial Accounts and $18.4 Billion of IRA Assets Change Hands Seven Months After the $660 Million Forge Global Deal
The Nashville self-directed IRA platform, with about $2 billion under custody as of June 30, will take over Forge Global's South Dakota trust company for an undisclosed price. Schwab, which told WealthManagement.com the custody business overlapped with its own, keeps the pre-IPO marketplace. Forge's last filings show a custody business whose revenue came mostly from cash-administration fees tied to client cash balances and interest rates, and which shrank as rates fell.
Platform coverage · Oct 2026
Forge Replaces the Same Executive Across Four SPV Series in One Day of Form D Amendments; FG-KKR Doubles Its Sales, FG-JMW Reports Less Sold Than a Year Ago
Four series of Forge Investments LLC filed Form D/As on October 6, 2026 that remove Grant George and add George Timbrell and Michaela Jesionowski as principals of the manager. FG-KKR's amount sold rose from $2.57 million to $5.97 million, with its investor count corrected from 8 to 11 in a second filing the same day; FG-CDC's rose from $2.2 million to $4.26 million; FG-JMW's fell from $2.36 million to $1.44 million; FG-ANT's did not move. A new series, FG-TER, filed its first notice four days earlier with the same three officers.
Platform coverage · Oct 2026
Forge Files Fourth Amendment for $500-Minimum Megacorn Interval Fund
The proposed fund would charge a 1.75% advisory fee, invest primarily in companies from Forge's affiliated pre-IPO index and offer quarterly repurchases. Its registration is not yet effective.
Platform coverage · Jul 2026
Forge Investments LLC Fund FG-TJC Form D/A Reflects Reporting-Basis Shift, Not Economic Change
AltStreet's monitoring flagged a 93% drop in total amount sold and a 91% jump in investor count for Fund FG-TJC — but verification confirms both figures cross an Oct-2025 reporting-basis boundary affecting multiple Forge Investments series simultaneously.
Platform coverage · Jul 2026
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
closed
Fund family Part of the Forge Investments family: 221 vehicles across 0 generations · adviser of record Forge Global Advisors LLC · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- The dated record: 675 facts with source, effective date and capture date, viewable as AltStreet knew them on any past day
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Assure Fund Management II LLC
Director · Salt Lake City, UT
Richard Thoms
Executive Officer · Salt Lake City, UT
Jeremy Neilson
Executive Officer · Salt Lake City, UT
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Forge Markets LLCCRD 166555 on BrokerCheck
Glen Cove, NY · Soliciting in all states
Questions About Fund FG-ONJ, a series of Forge Investments, LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Fund FG-ONJ, a series of Forge Investments, LLC?
Fund FG-ONJ, a series of Forge Investments, LLC is a Delaware limited liability company that filed a Form D with the SEC on December 2, 2020 as a other investment fund. The filing claims Rule 506(b), Section 3(c)(7) for an offering of pooled investment fund interests. AltStreet links the issuer to Forge Global.
Is Fund FG-ONJ, a series of Forge Investments, LLC legit?
AltStreet does not rate legitimacy; it reports the public record. Fund FG-ONJ, a series of Forge Investments, LLC filed a Form D with the SEC on December 2, 2020 claiming Rule 506(b), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $92,597,288 sold to 118 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. The issuer is linked to Forge Global, which AltStreet has reviewed. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Fund FG-ONJ, a series of Forge Investments, LLC registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Fund FG-ONJ, a series of Forge Investments, LLC claimed Rule 506(b), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Fund FG-ONJ, a series of Forge Investments, LLC raised?
Fund FG-ONJ, a series of Forge Investments, LLC reported $92,597,288 sold from 118 investors of a $92,597,288 total offering as of the Form D filed December 2, 2020.
Who can invest in Fund FG-ONJ, a series of Forge Investments, LLC?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $20,000.
What is the minimum investment in Fund FG-ONJ, a series of Forge Investments, LLC?
The Form D lists $20,000 as the minimum investment accepted from any outside investor as of December 2, 2020. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Fund FG-ONJ, a series of Forge Investments, LLC and how are they paid?
The Form D names Forge Markets LLC (CRD 166555) as the recipient of sales compensation soliciting in all states.
Who is behind Fund FG-ONJ, a series of Forge Investments, LLC?
The Form D lists 3 related persons: Assure Fund Management II LLC, director (Issuer's Manager); Richard Thoms, executive officer (Officer of the Issuer's Manager); Jeremy Neilson, executive officer (Managing Director of the Issuer's Manager). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Fund FG-ONJ, a series of Forge Investments, LLC located?
The issuer's address on its SEC filings is Po Box 171305, Salt Lake City, UT 84117. Its phone number of record is (801) 419-0677. It is organized under the laws of Delaware.
How long is the Fund FG-ONJ, a series of Forge Investments, LLC offering open?
The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 71 amendments are on record for this CIK.
How large is Fund FG-ONJ, a series of Forge Investments, LLC?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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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. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.
