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EDGAR Verified
Primary Source · SEC.gov

Fund FG-MHM, a series of Forge Investments LLC

CIK 0001877588Fund Vehicle2025 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$17M

Investors

90

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-MHM is a Delaware series of Forge Investments LLC, filed by Forge Global Advisors LLC with executive officers Grant George and Shilpi McGrath. This amended Form D reports $17.1M raised from 90 investors under Rule 506(b) and Section 3(c)(1), with a $5K minimum investment. It is part of the Forge Global platform, which operates 104 related EDGAR entities focused on private equity investments.

This private equity fund vehicle uses the standard 506(b) private placement exemption combined with 3(c)(1) Investment Company Act exclusion, typical for pre-IPO or late-stage private company exposure funds. The $5K minimum represents an accessible entry point relative to institutional-focused vehicles, while the 90-investor count approaches the 3(c)(1) statutory limit of 100 beneficial owners.

Data Flags

investor_count90 investors approaches the 3(c)(1) maximum of 100 beneficial owners, leaving limited capacity for additional participants
average_investmentAverage investment of ~$190K suggests highly variable check sizes given the $5K minimum, indicating mix of retail and larger investors
first_sale_dateFirst sale date not disclosed in this amended filing, preventing vintage year determination and fundraising timeline analysis

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001877588
Entity NameFund FG-MHM, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateNovember 17, 2025
Accession Number0001877588-25-000002
Total Amount Sold$17M
Total Investors90
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.