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EDGAR Verified
Primary Source · SEC.gov
1 Data Flags

Fund FG-WHQ, a series of Forge Investments LLC

CIK 0001850570Fund Vehicle2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$2M

Investors

5

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-WHQ 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 $2.4M raised from 5 investors with a $5K minimum investment. The fund is managed by Forge Global Advisors LLC, part of the Forge Global platform, which operates 104+ related EDGAR entities focused on private equity investments.

This pooled investment vehicle uses the standard 506(b)/3(c)(1) exemption structure common to private equity funds, with a $5K minimum that positions it in the lower-accessibility tier compared to institutional-only vehicles. The filing is part of a series strategy employed by Forge Investments LLC, which has launched multiple fund vehicles ranging from $173K to $10M in recent years.

Data Flags

filingDateFiling date is 2026-04-28, which is in the future relative to standard analysis timeframes
generalFirst sale date not disclosed despite $2.4M already raised from 5 investors, limiting vintage year determination
investorCount5 investors for $2.4M raised indicates average check size of $480K, substantially higher than the $5K minimum investment, suggesting concentrated investor base
generalAmendment filing but no indication of capital raised in previous filing version for comparison

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001850570
Entity NameFund FG-WHQ, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 28, 2026
Accession Number0001850570-26-000001
Total Amount Sold$2M
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.