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EDGAR Verified
Primary Source · SEC.gov

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

CIK 0001806536Single-Deal SPV2021 vintage506(b), 3(c)(1)

Raised

$7M

Investors

35

Min Invest

$100,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-DJF is a pooled investment fund vehicle filed by Forge Investments, LLC, raising $7.2M from 35 accredited investors under Rule 506(b) and Section 3(c)(1) with a $100K minimum investment. The fund is part of the Forge Global platform, which manages 104 EDGAR-registered entities focused on private equity investments. Officers include Richard Thoms and Jeremy Neilson, with LLC Assure Fund Management II serving as director.

This private equity fund follows a typical 506(b) exemption structure with a $100K minimum investment, positioning it in the mid-tier accessibility range for accredited investors. The 3(c)(1) exemption limits the fund to fewer than 100 beneficial owners, consistent with standard private fund structures and the 35 investors reported.

Data Flags

firstSaleDateFirst sale date not disclosed despite reporting $7.2M in completed sales
statesOfSolicitationStates of solicitation not specified on a 506(b) offering, which typically requires tracking investor residency

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001806536
Entity NameFund FG-DJF, a series of Forge Investments, LLC
Exemption506(b), 3(c)(1)
First Sale Date
Filing DateJuly 27, 2021
Accession Number0001806536-21-000001
Total Amount Sold$7M
Total Investors35
Minimum Investment$100,000
Securities TypePooled Investment Fund
State of IncorporationNot specified
Amendment CountOriginal filing only

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Assure Fund Management II LLC

Director · Salt Lake City, UT

Richard Thoms

Executive Officer · Salt Lake City, UT

Jeremy Neilson

Executive Officer · Salt Lake City, UT

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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.

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.