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EDGAR Verified
Primary Source · SEC.gov

Fund FG-BTU, a series of Forge Investments LLC

CIK 0001784688Single-Deal SPV2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$172K

Investors

10

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-BTU is a pooled investment fund series of Forge Investments LLC, filed as an amended Form D on April 17, 2026. The fund has raised $481,000 from 10 investors under Rule 506(b) and Section 3(c)(1) exemptions, with a $5,000 minimum investment. This is part of the Forge Global private equity platform, which operates 104 related EDGAR entities.

This private equity fund vehicle uses the standard 506(b) / 3(c)(1) exemption structure typical of smaller alternative investment funds marketed to accredited investors. The $5,000 minimum investment is relatively accessible compared to institutional-grade offerings, and the sub-$500K raise with 10 investors suggests a focused investor group with an average commitment around $48,000.

Data Flags

firstSaleDateFirst sale date not disclosed in an amended filing that reports $481K raised from 10 investors
generalAmendment filed with no original first sale date disclosed, making it impossible to determine vintage year or filing timeliness
statesOfSolicitationStates of solicitation not specified despite active capital raise under 506(b)

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001784688
Entity NameFund FG-BTU, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 17, 2026
Accession Number0001784688-26-000001
Total Amount Sold$172K
Total Investors10
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.