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EDGAR Verified
Primary Source · SEC.gov

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

CIK 0002024146Single-Deal SPV2026 vintage506(b), 3(c)
Forge GlobalFull Review

Raised

$173K

Investors

2

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-EVB is a pooled investment fund vehicle filed by Forge Investments, LLC, a Delaware series entity managed by Forge Global Advisors LLC with Grant George and Shilpi McGrath as executive officers. This amended filing reports $338K raised from 2 accredited investors under Rule 506(b) and 3(c) exemptions, with a $5K minimum investment. The fund is part of the Forge Global platform, which operates 104 related EDGAR entities in the private equity secondaries market.

This fund follows a common pattern for private equity series vehicles using combined 506(b) and 3(c) exemptions, which restricts it to accredited investors without general solicitation while qualifying as a pooled investment fund. The $5K minimum is notably low for institutional private equity but consistent with Forge's platform approach to fractionalizing access to private company shares, positioning this at the lower end of the minimum investment spectrum for this asset class.

Data Flags

totalAmountSoldRelatively small raise of $338K from only 2 investors suggests either a recently opened vehicle, a specialized SPV for a single transaction, or low participation in this particular series
minimumInvestment$5K minimum investment is unusually low for private equity, representing less than 2% of total capital raised, suggesting retail-oriented structure despite 506(b) accredited-only restrictions
generalAmendment filing with only $338K total raised may indicate this is a periodic update rather than a material new capital raise

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002024146
Entity NameFund FG-EVB, a series of Forge Investments, LLC
Exemption506(b), 3(c)
First Sale Date—
Filing DateApril 20, 2026
Accession Number0002024146-26-000001
Total Amount Sold$173K
Total Investors2
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.