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EDGAR Verified
Primary Source · SEC.gov

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

CIK 0001759679Single-Deal SPV2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$159K

Investors

43

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-LSR is a pooled investment fund vehicle filed by Forge Investments, LLC, operating under the Forge Global private equity platform. This amended filing reports $2.9M raised from 43 investors under Regulation D Rule 506(b) and Investment Company Act exemption 3(c)(1), with a $5K minimum investment. The entity is Delaware-incorporated and managed by executives Grant George and Shilpi McGrath, with Forge Global Advisors LLC listed as director.

This filing represents a typical series fund structure within the private equity category, utilizing the 506(b) exemption for accredited investors and the 3(c)(1) exemption limiting beneficial owners to under 100. The $5K minimum investment is notably low for private equity vehicles, suggesting accessibility-focused distribution consistent with Forge Global's platform approach to secondary market investments in private companies.

Data Flags

minimum_investment$5K minimum investment is unusually low for private equity vehicles, which typically require $25K-$250K+ minimums
investor_count43 investors with $2.9M raised implies average check size of ~$67K, indicating fragmented capital base with many small positions
vintageYearFirst sale date not disclosed despite being an amended filing with $2.9M already raised, limiting temporal analysis
generalThis is one of at least 5 series funds filed by the same manager structure, indicating a serial SPV or fund-of-funds platform model

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001759679
Entity NameFund FG-LSR, a series of Forge Investments, LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 23, 2026
Accession Number0001759679-26-000001
Total Amount Sold$159K
Total Investors43
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.