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EDGAR Verified
Primary Source · SEC.gov

Fund FG-PKZ, a series of Forge Investments LLC

CIK 0001842628Single-Deal SPV2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$504K

Investors

5

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-PKZ is a pooled investment fund vehicle filed by Forge Investments LLC, part of the Forge Global platform with 104 related entities. This amended filing reports $504K raised from 5 accredited investors under Rule 506(b) and 3(c)(1) exemptions, with a $5K minimum investment. First sale date was not disclosed.

This vehicle operates as a Rule 506(b) private placement under Investment Company Act exemption 3(c)(1), typical of private equity fund structures limited to 100 beneficial owners. The $5K minimum is unusually accessible compared to institutional private equity funds, consistent with Forge Global's model of providing retail-adjacent access to private market investments through smaller fund vehicles.

Data Flags

firstSaleDateFirst sale date not disclosed on an amended filing that reports $504K already sold to 5 investors
generalAverage investment of ~$100K per investor is notably uniform, suggesting structured allocations or small institutional participation rather than organic retail distribution
totalAmountSoldRelatively modest $504K raise compared to other Forge series funds (e.g., Fund FG-WBU at $10M, Fund FG-KRQ at $8.5M), suggesting either early-stage fundraising or a smaller target allocation

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001842628
Entity NameFund FG-PKZ, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 27, 2026
Accession Number0001842628-26-000001
Total Amount Sold$504K
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.