Get premium alternative investment insights

Get the Briefing
AltStreet
EDGAR Verified
Primary Source · SEC.gov

Fund FG-XYE, a series of Forge Investments LLC

CIK 0001996239Fund Vehicle2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$70K

Investors

1

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-XYE is a pooled investment fund series of Forge Investments LLC, filed as an amended Form D on April 28, 2026, reporting $70K raised from 1 investor with a $5K minimum investment under Rule 506(b) and Section 3(c)(1). The fund is part of the Forge Global platform, a private equity sponsor with 104 related EDGAR entities, and is managed by Forge Global Advisors LLC with executives Grant George and Shilpi McGrath.

This private equity fund vehicle uses the standard 506(b) exemption with 3(c)(1) status, limiting it to 100 beneficial owners. The $5K minimum investment is exceptionally low for institutional private equity structures and places this offering at the lower end of typical private fund minimums, which often range from $25K to $250K for multi-series fund platforms.

Data Flags

totalAmountSoldVery small capital raise ($70K from 1 investor) relative to platform scale and peer fund sizes ranging from $173K to $10M
investorCountSingle investor in a pooled fund structure suggests this may be a test vehicle, seed capital, or placeholder filing
firstSaleDateFirst sale date not disclosed in amended filing, preventing vintage year determination and compliance timeline validation
generalAmendment filed with minimal capital activity compared to other active funds in the Forge series

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001996239
Entity NameFund FG-XYE, a series of Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 28, 2026
Accession Number0001996239-26-000001
Total Amount Sold$70K
Total Investors1
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

Is this your offering?

Claim this profile to add contact information, team members, LinkedIn profiles, fund history, and additional financial data. EDGAR-sourced data and AltStreet analysis cannot be edited, but corrections can be requested for verifiable inaccuracies.

Claim Profile — FreeGet Verified — $2,400/yr

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.