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EDGAR Verified
Primary Source · SEC.gov

Fund FG-OAK, a series of Forge Investments LLC

CIK 0001845402Fund Vehicle2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$478K

Investors

42

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-OAK, a series of Forge Investments LLC, filed an amended Form D on April 23, 2026, reporting $5.8M raised from 42 investors under Rule 506(b) and Section 3(c)(1). The offering has a $5K minimum investment and is part of the Forge Global platform, which operates 104 related EDGAR entities in the private equity sector. The vintage year is not disclosed in this amended filing.

This pooled investment fund operates under the standard 506(b) private placement exemption with 3(c)(1) Investment Company Act exclusion, typical for private equity vehicles. The $5K minimum investment is on the lower end for institutional-grade private equity, suggesting retail-accessible structuring, while the $138K average check size ($5.8M / 42 investors) indicates a mix of smaller accredited investors.

Data Flags

first_sale_dateFirst sale date not disclosed in an amended filing that reports $5.8M raised from 42 investors, making vintage year and filing timeline compliance impossible to verify
generalAmendment filing with capital reported but no context on amount raised since prior filing or total offering size
minimum_investment$5K minimum is unusually low for a private equity fund vehicle, typically associated with retail-friendly SPV structures rather than traditional PE funds

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001845402
Entity NameFund FG-OAK, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 23, 2026
Accession Number0001845402-26-000001
Total Amount Sold$478K
Total Investors42
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.