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EDGAR Verified
Primary Source · SEC.gov

Fund FG-JMW, a series of Forge Investments LLC

CIK 0001943884Single-Deal SPV2025 vintage506(b), 3(c)(1)

Raised

$2M

Investors

1

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-JMW is a pooled investment fund vehicle operated by Forge Global Advisors LLC, part of the Forge Global private equity platform. This amended Form D filing reports $2.4M raised from 1 investor under Rule 506(b) and 3(c)(1) exemptions, with a $5K minimum investment. The fund is incorporated in Delaware and managed by executives Grant George and Shilpi McGrath.

This 506(b) private equity vehicle follows the typical pattern for single-investor SPV structures within platform manager ecosystems, where each fund targets specific private company exposure. The $5K minimum investment threshold is notably low relative to the $2.4M total raise from a single investor, suggesting this may be an initial or anchor commitment with room for additional capital under the same vehicle structure.

Data Flags

total_investorsSingle investor for $2.4M raise with unusually low $5K minimum investment suggests possible platform structure where minimums apply to future investors or this represents initial anchor capital
first_sale_dateFirst sale date not disclosed in amended filing, making it impossible to determine vintage year or filing timeliness
generalAmendment filing with no clear indication of what changed from original filing or whether this represents new capital or administrative update

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001943884
Entity NameFund FG-JMW, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date
Filing DateOctober 30, 2025
Accession Number0001943884-25-000003
Total Amount Sold$2M
Total Investors1
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.