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EDGAR Verified
Primary Source · SEC.gov

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

CIK 0001763647Fund Vehicle2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$4M

Investors

25

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-TQY is a pooled investment fund series of Forge Investments, LLC, filed by Forge Global Advisors LLC with executives Grant George and Shilpi McGrath. This amended Form D reports $3.3M raised from 25 investors under Rule 506(b) and 3(c)(1) exemptions, with a $5K minimum investment. The fund is part of the Forge Global platform, which operates 104 related EDGAR entities in the private equity secondary market space.

This private equity vehicle uses the standard 506(b) private placement exemption combined with 3(c)(1) Investment Company Act exclusion, typical for sub-100 investor funds. The $5K minimum is unusually accessible for institutional-grade private equity, yielding an average check size of $132K across 25 investors, suggesting a retail or mass-affluent investor base rather than institutional capital.

Data Flags

minimum_investment$5K minimum investment is exceptionally low for private equity and results in average investment of only $132K per investor, suggesting retail distribution infrastructure
first_sale_dateFirst sale date not disclosed in this amended filing, preventing vintage year determination and assessment of filing timeliness
generalAmendment filing with no context on prior capital raised; $3.3M may represent incremental or cumulative total

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001763647
Entity NameFund FG-TQY, a series of Forge Investments, LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 27, 2026
Accession Number0001763647-26-000001
Total Amount Sold$4M
Total Investors25
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.