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EDGAR Verified
Primary Source · SEC.gov

Fund FG-SBL, a series of Forge Investments LLC

CIK 0001822485Single-Deal SPV2021 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$2M

Investors

3

Min Invest

$100,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-SBL is a pooled investment fund organized as a series of Forge Investments LLC, filed as an amended Form D on July 21, 2021. The fund has raised $2.4M from 3 accredited investors under Rule 506(b) and 3(c)(1) exemptions, with a $100K minimum investment. It is part of the Forge Global platform, which operates 104 related EDGAR entities in the private equity space.

This offering follows a typical institutional/HNW access pattern using 506(b) and 3(c)(1) exemptions with a $100K minimum, positioning it in the mid-tier accessibility range for private equity vehicles. The $2.4M raise from only 3 investors suggests an average commitment of $800K per investor, consistent with concentrated allocations in special purpose vehicle structures.

Data Flags

generalAmendment filing with no first sale date disclosed, making it impossible to verify vintage year or assess filing timeliness
totalInvestorsOnly 3 investors for a $2.4M raise results in an average check size of $800K, substantially higher than the $100K minimum, suggesting potential anchor investor concentration
statesOfSolicitationNo states of solicitation specified in a 506(b) offering, which typically requires existing relationships and no general solicitation

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001822485
Entity NameFund FG-SBL, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateJuly 21, 2021
Accession Number0001822485-21-000006
Total Amount Sold$2M
Total Investors3
Minimum Investment$100,000
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.

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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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.