Get premium alternative investment insights

Get the Briefing
AltStreet
EDGAR Verified
Primary Source · SEC.gov

Fund FG-GZX, a series of Forge Investments LLC

CIK 0001797322Fund Vehicle2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$15M

Investors

4

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-GZX is a series of Forge Investments LLC, filed by Forge Global Advisors LLC with executives Grant George and Shilpi McGrath. This amended filing reports $15.4M raised from 4 accredited investors under Rule 506(b) and Section 3(c)(1), with a $5K minimum investment. The entity is part of the Forge Global platform, which operates 104 EDGAR-registered entities in the private equity space.

This private equity fund vehicle uses the standard 506(b)/3(c)(1) exemption structure common to private funds limiting to 100 beneficial owners. The $5K minimum investment is notably low for institutional private equity, suggesting accessibility to smaller accredited investors, while the $3.85M average check size ($15.4M across 4 investors) indicates concentration among a small number of larger participants.

Data Flags

minimum_investment$5K minimum investment with only 4 investors raising $15.4M creates extreme disparity between stated minimum and actual average check size of $3.85M
generalAmendment filing with substantial capital ($15.4M) but no first sale date disclosed, making it difficult to assess vintage year or filing timeliness
investor_countOnly 4 investors for a pooled fund suggests highly concentrated capital base or potential single-asset SPV structure despite 'fund' designation

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001797322
Entity NameFund FG-GZX, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 21, 2026
Accession Number0001797322-26-000001
Total Amount Sold$15M
Total Investors4
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

Is this your offering?

Claim this profile to add contact information, team members, LinkedIn profiles, fund history, and additional financial data. EDGAR-sourced data and AltStreet analysis cannot be edited, but corrections can be requested for verifiable inaccuracies.

Claim Profile — FreeGet Verified — $2,400/yr

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.