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EDGAR Verified
Primary Source · SEC.gov

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

CIK 0001763262Single-Deal SPV2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$1M

Investors

49

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-RLU is a series of Forge Investments, LLC, a Delaware pooled investment fund filed by Forge Global Advisors LLC. This amended filing reports $638K raised from 49 investors under Rule 506(b) and Section 3(c)(1) exemptions, with a $5K minimum investment. The fund is part of the Forge Global private equity platform, which manages over 100 related entities.

This private equity fund follows the typical 506(b)/3(c)(1) exemption pattern common to private funds, with a $5K minimum investment positioning it at the accessible end of the spectrum compared to institutional-grade offerings that typically require $100K-$1M minimums. The sub-$1M raise size and multi-investor structure suggest a special purpose vehicle or focused investment strategy rather than a broad platform fund.

Data Flags

investor_count49 investors contributing to a $638K total represents an average investment of only ~$13K, unusually low even for a $5K minimum and suggesting concentration at the entry level
filing_statusAmended filing with no first sale date disclosed, limiting ability to assess vintage year or filing timeliness
entity_nameEntity name contains alphanumeric series code (FG-RLU) consistent with SPV naming convention used across Forge's 104+ related entities

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001763262
Entity NameFund FG-RLU, a series of Forge Investments, LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 27, 2026
Accession Number0001763262-26-000001
Total Amount Sold$1M
Total Investors49
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

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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.