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EDGAR Verified
Primary Source · SEC.gov

Fund FG-FYA, a series of Forge Investments LLC

CIK 0001883460Fund Vehicle2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$4M

Investors

3

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-FYA is a pooled investment fund vehicle filed by Forge Investments LLC, managed by Forge Global Advisors LLC with executives Grant George and Shilpi McGrath. This amended filing reports $4.2M raised from 3 investors under Rule 506(b) and Section 3(c)(1) exemptions, with a $5K minimum investment. The fund is part of Forge Global's private equity platform, which operates 104 related EDGAR entities.

This pooled fund uses the standard 506(b)/3(c)(1) exemption structure common for private equity vehicles targeting accredited investors. The $5K minimum is notably low for institutional private equity, suggesting a retail-accessible structure within Forge's broader platform of single-company SPVs and fund vehicles.

Data Flags

minimum_investment$5K minimum investment is exceptionally low for private equity fund with only 3 investors who collectively invested $4.2M (average $1.4M per investor)
first_sale_dateFirst sale date not disclosed in filing, preventing vintage year determination and compliance timeline assessment
generalFiling is an amendment but first sale date remains undisclosed, making it unclear whether this is a material change amendment or routine update

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001883460
Entity NameFund FG-FYA, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 20, 2026
Accession Number0001883460-26-000001
Total Amount Sold$4M
Total Investors3
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.