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EDGAR Verified
Primary Source · SEC.gov
1 Data Flags

Fund FG-HAL, a series of Forge Investments LLC

CIK 0001812034Single-Deal SPV2026 vintage506(b), 3(c)
Forge GlobalFull Review

Raised

$812K

Investors

5

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-HAL is a pooled investment fund vehicle operated by Forge Global Advisors LLC, part of the Forge Global platform with 104 related entities. This amended filing reports $63K raised from 5 investors under Rule 506(b) and 3(c) exemptions, with a $5K minimum investment. Vintage year and first sale date are not disclosed.

This vehicle represents a micro-cap entry point within the private equity category, with a $5K minimum placing it in the accessible tier for accredited investors. The 506(b) exemption is standard for relationship-driven capital raising without general solicitation, typical of SPV and small fund structures on managed platforms.

Data Flags

firstSaleDateFirst sale date not disclosed in filing, preventing vintage year determination and timeline verification
totalAmountSoldVery small raise of $63K from 5 investors suggests either early-stage vehicle, specialized holdco structure, or inactive fund status
isAmendmentThis is an amended filing with minimal capital reported; may represent an update rather than active capital formation
generalFiling date in 2026 appears to be a future date, likely a data entry error or test filing

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001812034
Entity NameFund FG-HAL, a series of Forge Investments LLC
Exemption506(b), 3(c)
First Sale Date—
Filing DateApril 21, 2026
Accession Number0001812034-26-000001
Total Amount Sold$812K
Total Investors5
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.