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EDGAR Verified
Primary Source · SEC.gov

Fund FG-SMP, a series of Forge Investments LLC

CIK 0001901268Single-Deal SPV2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$40M

Investors

53

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-SMP is a pooled investment fund series of Forge Investments LLC, filed by Forge Global Advisors LLC with executive officers Grant George and Shilpi McGrath. This amended filing reports $66.4M raised from 53 investors under Rule 506(b) and Section 3(c)(1) exemptions, with a $5K minimum investment. The fund is part of the Forge Global platform, which operates 104 related EDGAR entities focused on private equity investments.

This private equity fund uses the standard 506(b)/3(c)(1) exemption structure common to private fund offerings, limiting it to 99 accredited investors. The $5K minimum investment is unusually low for institutional private equity vehicles, suggesting a retail-accessible product model. The fund sits within a multi-series vehicle structure typical of SPV platforms offering access to individual private company positions.

Data Flags

minimum_investment$5K minimum on a $66.4M raise is exceptionally low for private equity, suggesting high retail accessibility with 53 investors averaging $1.25M each
generalAmendment filing but no first sale date disclosed, making it impossible to verify filing timeliness or determine vintage year
investors_vs_raise53 investors for $66.4M results in average check size of $1.25M, indicating concentration despite low minimum threshold

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001901268
Entity NameFund FG-SMP, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 27, 2026
Accession Number0001901268-26-000001
Total Amount Sold$40M
Total Investors53
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.