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EDGAR Verified
Primary Source · SEC.gov

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

CIK 0001780481Fund Vehicle2026 vintage506(b), 3(c)
Forge GlobalFull Review

Raised

$84M

Investors

53

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-LHU is a series of Forge Investments, LLC, a Delaware pooled investment fund managed by Forge Global Advisors LLC with Grant George and Shilpi McGrath as executive officers. This amended Form D reports $140.3M raised from 53 investors under Rule 506(b) and Section 3(c), with a $5K minimum investment. The fund is part of the Forge Global platform, which operates 104 related EDGAR entities focused on private equity investments.

This private equity vehicle uses the 506(b) exemption typical of funds targeting accredited investors with existing relationships, as 506(b) prohibits general solicitation. The $5K minimum is exceptionally low for a pooled private equity fund, which typically requires $25K-$250K minimums, suggesting accessibility to a broader accredited investor base or a specific platform distribution model.

Data Flags

minimum investment$5K minimum investment is unusually low for a $140.3M private equity fund, typically 5-50x lower than industry standard
investor concentrationAverage investment of $2.6M ($140.3M ÷ 53 investors) suggests highly concentrated capital despite low stated minimum
generalThis is an amended filing but no first sale date is disclosed, making it impossible to determine vintage year or assess filing timeliness

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001780481
Entity NameFund FG-LHU, a series of Forge Investments, LLC
Exemption506(b), 3(c)
First Sale Date—
Filing DateApril 23, 2026
Accession Number0001780481-26-000001
Total Amount Sold$84M
Total Investors53
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.