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EDGAR Verified
Primary Source · SEC.gov

Fund FG-BJM, a series of Forge Investments, LLC

CIK 0002020250Single-Deal SPV2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$175K

Investors

1

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-BJM is a series of Forge Investments, LLC, a Delaware pooled investment fund operating under the Forge Global platform. This amended filing reports $490K raised from 1 investor under Reg D 506(b) and 3(c)(1) exemptions, with a $5K minimum investment. First sale date was not disclosed in this amendment.

This vehicle follows the typical Forge Global SPV structure for private equity investments, using 506(b) for accredited investor solicitation and 3(c)(1) to avoid registration as an investment company. The $5K minimum is consistent with Forge's accessible entry point for private market access, significantly lower than institutional-focused private equity vehicles that typically require $250K+ minimums.

Data Flags

total_investorsSingle investor committed $490K, suggesting either a concentrated placement or early-stage fundraising for a special purpose vehicle
first_sale_dateFirst sale date not disclosed in this amended filing, limiting transparency on vintage and fundraising timeline
generalAmendment filing with relatively modest raise amount compared to other Forge series (e.g., Fund FG-WBU at $10M, Fund FG-KRQ at $8.5M)

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002020250
Entity NameFund FG-BJM, a series of Forge Investments, LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 17, 2026
Accession Number0002020250-26-000001
Total Amount Sold$175K
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

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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.