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EDGAR Verified
Primary Source · SEC.gov

Fund FG-KRQ, a series of Forge Investments LLC

CIK 0001766639Single-Deal SPV2021 vintage506(c)
Forge GlobalFull Review

Raised

$8M

Investors

32

Min Invest

$20,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-KRQ is a series of Forge Investments LLC, a Delaware pooled investment fund that raised $8.5M from 32 investors with a $20K minimum investment under Rule 506(c). This amended filing is associated with the Forge Global platform, which operates 104 related EDGAR entities in the private equity space. Executive officers include Richard Thoms and Jeremy Neilson, with LLC Assure Fund Management II serving as director.

This 506(c) pooled investment fund represents a typical private equity SPV structure within the Forge platform ecosystem, with a $20K minimum placing it in the accessible accredited investor tier. The 32-investor base and $8.5M raise yield an average check size of ~$266K, consistent with platform-enabled secondary market or single-asset fund vehicles.

Data Flags

sales_commissionsNo sales commissions disclosed on an $8.5M Rule 506(c) offering with 32 investors, which is unusual for general solicitation fundraises of this scale
first_sale_dateFirst sale date not disclosed despite amended filing with $8.5M already raised, limiting ability to assess vintage or filing compliance timing
generalAmendment filing with substantial capital raised but no original filing date context provided to determine if this represents incremental or total capital

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001766639
Entity NameFund FG-KRQ, a series of Forge Investments LLC
Exemption506(c)
First Sale Date—
Filing DateFebruary 17, 2021
Accession Number0001766639-21-000001
Total Amount Sold$8M
Total Investors32
Minimum Investment$20,000
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.

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

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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.