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EDGAR Verified
Primary Source · SEC.gov

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

CIK 0001776524Single-Deal SPV2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$762K

Investors

6

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-MMB is a pooled investment fund vehicle filed by Forge Investments, LLC, a Delaware series entity managed by Forge Global Advisors LLC with executives Grant George and Shilpi McGrath. This amended filing reports $800K raised from 6 investors under Rule 506(b) and 3(c)(1) exemptions, with a $5K minimum investment. It is part of the Forge Global platform, which operates 104 related EDGAR entities in the private equity secondary market space.

This 506(b) pooled fund with a $5K minimum represents an accessible entry point compared to typical private equity vehicles that often require $100K+ minimums. The 3(c)(1) exemption limits the fund to 100 beneficial owners, consistent with the small investor count of 6. The combination of low minimum and series structure is characteristic of platform-managed SPV models targeting individual accredited investors.

Data Flags

generalAmendment filing with no stated changes to key terms; may be a compliance update or annual amendment rather than material change
firstSaleDateFirst sale date not disclosed in an amended filing that reports $800K already sold, making it impossible to assess filing timing compliance or vintage year
investorCountAverage investment of approximately $133K per investor is relatively high for a $5K minimum offering, suggesting most investors committed well above the stated minimum

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001776524
Entity NameFund FG-MMB, a series of Forge Investments, LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 23, 2026
Accession Number0001776524-26-000001
Total Amount Sold$762K
Total Investors6
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.