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EDGAR Verified
Primary Source · SEC.gov

Fund FG-JOR, a series of Forge Investments LLC

CIK 0001819079Single-Deal SPV2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$592K

Investors

9

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-JOR is a series of Forge Investments LLC, a Delaware pooled investment fund operating under exemptions 506(b) and 3(c)(1). This amended filing reports $617K raised from 9 investors with a $5K minimum investment. The fund is managed by Forge Global Advisors LLC, with Grant George and Shilpi McGrath as executive officers, and is part of the Forge Global private equity platform network comprising 104 related entities.

This vehicle follows the typical 506(b)/3(c)(1) exemption pattern common in private equity fund structures, allowing up to 35 non-accredited investors. The $5K minimum investment is notably accessible compared to institutional private equity funds, which typically require $250K-$1M+ minimums, suggesting a retail-oriented or pooled vehicle design within the Forge platform's SPV model.

Data Flags

average_investment_sizeAverage check size of approximately $68.6K across 9 investors suggests uneven distribution or potential anchor investors, given the low $5K minimum
generalFirst sale date not disclosed despite $617K in capital already raised, limiting vintage year determination and investment timeline transparency
related_entity_patternPart of a large series structure with at least 5 similar fund vehicles ranging from $173K to $10M, suggesting standardized SPV model for individual deal access

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001819079
Entity NameFund FG-JOR, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 21, 2026
Accession Number0001819079-26-000001
Total Amount Sold$592K
Total Investors9
Minimum Investment$5,000
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.

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.