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EDGAR Verified
Primary Source · SEC.gov

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

CIK 0002024253Single-Deal SPV2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$537K

Investors

67

Min Invest

$5,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-GTS is a pooled investment fund series of Forge Investments, LLC, filed as an amended Form D on April 21, 2026, reporting $6.6M raised from 67 investors under Rule 506(b) and Section 3(c)(1). The fund has a $5K minimum investment and is managed by Forge Global Advisors LLC, with executive officers Grant George and Shilpi McGrath. This is part of the Forge Global platform, which operates 104 related EDGAR entities focused on private equity investments.

This private equity fund vehicle uses the standard 506(b)/3(c)(1) exemption structure, limiting it to 99 qualified investors and prohibiting general solicitation. The $5K minimum investment is notably accessible compared to typical institutional private equity funds, suggesting a retail-oriented or employee participation model consistent with Forge's marketplace positioning for private company shares.

Data Flags

first_sale_dateFirst sale date not disclosed in an amended filing that reports $6.6M raised from 67 investors
average_investmentAverage investment of approximately $98.5K suggests relatively small check sizes across 67 investors for a private equity vehicle
states_of_solicitationStates of solicitation not specified despite having 67 investors and using 506(b) exemption

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002024253
Entity NameFund FG-GTS, a series of Forge Investments, LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateApril 21, 2026
Accession Number0002024253-26-000001
Total Amount Sold$537K
Total Investors67
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.