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EDGAR Verified
Primary Source · SEC.gov

Fund FG-HMS, a series of Forge Investments LLC

CIK 0001883459Single-Deal SPV2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$717K

Investors

2

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-HMS is a series of Forge Investments LLC, a Delaware-domiciled pooled investment fund operating under the Forge Global platform. This amended filing reports $717K raised from 2 investors under exemptions 506(b) and 3(c)(1), with a $5K minimum investment. Vintage year is not disclosed.

This is a relatively small private equity vehicle with a $5K minimum, making it accessible compared to typical institutional-focused offerings that often require $100K+ commitments. The 506(b) exemption restricts general solicitation but permits up to 35 non-accredited investors, while the 3(c)(1) exemption limits the fund to 100 beneficial owners, consistent with a specialized single-asset or sector-focused SPV structure.

Data Flags

totalAmountSoldVery low capital raised ($717K) from only 2 investors suggests limited traction or a highly specialized investment with a narrow target investor base
firstSaleDateFirst sale date not disclosed on an amended filing that reports capital raised, making it impossible to determine vintage year or assess filing timeliness
generalThis is an amendment but the filing does not indicate the nature of changes or whether this represents incremental capital or a correction

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001883459
Entity NameFund FG-HMS, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 21, 2026
Accession Number0001883459-26-000001
Total Amount Sold$717K
Total Investors2
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.