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EDGAR Verified
Primary Source · SEC.gov

Fund FG-VZX, a series of Forge Investments LLC

CIK 0001775110Fund Vehicle2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$3M

Investors

57

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-VZX is a series of Forge Investments LLC, filed as an amended Form D on April 28, 2026, reporting $3.3M raised from 57 investors under Regulation D exemptions 506(b) and 3(c)(1). The offering has a $5K minimum investment and is part of the Forge Global platform, which operates 104 related EDGAR entities in the private equity space. The vintage year is not disclosed in this filing.

This 506(b) private equity vehicle reflects a typical institutional-grade fund structure with a low $5K minimum, suggesting accessibility to accredited investors beyond ultra-high-net-worth participants. The 3(c)(1) exemption indicates compliance with Investment Company Act provisions for funds with fewer than 100 beneficial owners, consistent with its 57-investor base.

Data Flags

investor_count_vs_raise57 investors contributing $3.3M yields an average investment of approximately $58K, significantly above the $5K minimum, suggesting a mix of small and larger commitments
first_sale_dateFirst sale date not disclosed in amended filing, preventing vintage year determination and making it impossible to assess filing timeliness
generalThis is an amended filing but no original filing date is provided, and the capital raise appears modest relative to other funds in the Forge series (e.g., FG-KRQ at $8.5M, FG-WBU at $10M)

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001775110
Entity NameFund FG-VZX, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 28, 2026
Accession Number0001775110-26-000001
Total Amount Sold$3M
Total Investors57
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.