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EDGAR Verified
Primary Source · SEC.gov

Fund FG-UBW, a series of Forge Investments LLC

CIK 0001783668Single-Deal SPV2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$46M

Investors

48

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-UBW is a Delaware-organized pooled investment fund operated by Forge Investments LLC, part of the Forge Global platform ecosystem. This amended filing reports $45.9M raised from 48 investors under Rule 506(b) and Section 3(c)(1) exemptions, with a $5K minimum investment. Forge Global Advisors LLC serves as director, with Grant George and Shilpi McGrath as executive officers.

This private equity fund employs the standard 506(b)/3(c)(1) exemption structure typical of institutional alternative investment vehicles. The $5K minimum investment is notably low for private equity, suggesting retail-accessible positioning, while the $45.9M total raise with 48 investors indicates an average commitment near $956K per investor.

Data Flags

minimum investment$5K minimum is unusually low for a $45.9M private equity fund raise, creating wide discrepancy with average investor commitment of ~$956K
first sale dateFirst sale date not disclosed on a fund that has already raised $45.9M from 48 investors
generalThis is part of a series structure with at least 5 other related fund vehicles managed by Forge Investments LLC, suggesting a platform SPV model

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001783668
Entity NameFund FG-UBW, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 27, 2026
Accession Number0001783668-26-000001
Total Amount Sold$46M
Total Investors48
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.