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EDGAR Verified
Primary Source · SEC.gov
1 Data Flags

Fund FG-PIE a series a Forge Investments LLC

CIK 0002086520Single-Deal SPV2026 vintage506(b), 3(c)(1)
Forge GlobalFull Review

Raised

$4M

Investors

50

Min Invest

$100,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Fund FG-PIE, a series of Forge Investments LLC, filed under Rule 506(b) and Section 3(c)(1) on March 20, 2026, reporting $4.3M raised from 50 accredited investors with a $100K minimum investment. This Delaware-domiciled pooled investment fund is managed by Forge Global Advisors LLC, with executives Grant George and Shilpi McGrath, and is part of the Forge Global platform comprising 104 related EDGAR entities focused on private equity.

This 506(b) private equity fund operates within the typical accredited-only framework with a $100K minimum, positioning it at the lower end of institutional SPV structures but above mass-affluent thresholds. The 3(c)(1) exemption constrains the vehicle to fewer than 100 beneficial owners, consistent with manager-sponsored single-asset or concentrated portfolio structures common in the private secondary market space.

Data Flags

generalFiling date is March 2026, which is in the future relative to current date; this appears to be test or simulated data
first_sale_dateFirst sale date not disclosed on a filing reporting $4.3M already sold, preventing vintage year determination and timeline verification
investor_count50 investors on $4.3M raise yields an average check size of $86K, below the stated $100K minimum, suggesting either unequal commitment sizes or potential data inconsistency

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002086520
Entity NameFund FG-PIE a series a Forge Investments LLC
Exemption506(b), 3(c)(1)
First Sale Date—
Filing DateMarch 20, 2026
Accession Number0002086520-26-000001
Total Amount Sold$4M
Total Investors50
Minimum Investment$100,000
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.