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EDGAR Verified
Primary Source · SEC.gov

Fund FG-BDF, a series of Forge Investments LLC

CIK 0001851216Fund Vehicle2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$2M

Investors

9

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-BDF is a series of Forge Investments LLC, filed by Forge Global Advisors LLC with Grant George and Shilpi McGrath as executive officers. This amended filing reports $17.7M raised from 9 investors under Rule 506(b) and 3(c)(1) exemptions, with a $5K minimum investment. The entity is part of the Forge Global platform, which operates 104 related EDGAR entities focused on private equity access.

This private equity fund vehicle uses the typical 506(b)/3(c)(1) exemption structure for institutional and accredited investors. The $5K minimum investment is notably low for private equity, suggesting retail-accessible exposure to private markets, which aligns with Forge Global's model of democratizing access to pre-IPO and private company shares.

Data Flags

minimum_investment$5K minimum investment is significantly below typical private equity minimums ($25K-$250K+), indicating retail-friendly structure
investor_concentration9 investors for $17.7M suggests average check size of ~$1.97M, high concentration for a low-minimum vehicle
first_sale_dateFirst sale date not disclosed on an amended filing that reports $17.7M raised

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001851216
Entity NameFund FG-BDF, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 15, 2026
Accession Number0001851216-26-000001
Total Amount Sold$2M
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.