Raised
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What this filing shows
·Every sentence is a value as filed on SEC Form D
Forge Global Advisors LLC is an entity organized in Delaware that filed a Form D with the SEC on February 2, 2026, associated with Forge Global. The offering claims Regulation D. Forge Global Advisors LLC reported no amount sold as of the Form D filed February 2, 2026. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. The issuer's address of record is 4 Embarcadero Center, Floor 15, San Francisco, CA 94111.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govAltStreet Coverage
Original reporting from AltStreet's daily EDGAR monitoring covering Forge Global and its filings.
Alto Agrees to Buy Forge Trust From Schwab: 2.7 Million Custodial Accounts and $18.4 Billion of IRA Assets Change Hands Seven Months After the $660 Million Forge Global Deal
The Nashville self-directed IRA platform, with about $2 billion under custody as of June 30, will take over Forge Global's South Dakota trust company for an undisclosed price. Schwab, which told WealthManagement.com the custody business overlapped with its own, keeps the pre-IPO marketplace. Forge's last filings show a custody business whose revenue came mostly from cash-administration fees tied to client cash balances and interest rates, and which shrank as rates fell.
Platform coverage · Oct 2026
Forge Replaces the Same Executive Across Four SPV Series in One Day of Form D Amendments; FG-KKR Doubles Its Sales, FG-JMW Reports Less Sold Than a Year Ago
Four series of Forge Investments LLC filed Form D/As on October 6, 2026 that remove Grant George and add George Timbrell and Michaela Jesionowski as principals of the manager. FG-KKR's amount sold rose from $2.57 million to $5.97 million, with its investor count corrected from 8 to 11 in a second filing the same day; FG-CDC's rose from $2.2 million to $4.26 million; FG-JMW's fell from $2.36 million to $1.44 million; FG-ANT's did not move. A new series, FG-TER, filed its first notice four days earlier with the same three officers.
Platform coverage · Oct 2026
Forge Files Fourth Amendment for $500-Minimum Megacorn Interval Fund
The proposed fund would charge a 1.75% advisory fee, invest primarily in companies from Forge's affiliated pre-IPO index and offer quarterly repurchases. Its registration is not yet effective.
Platform coverage · Jul 2026
Forge Investments LLC Fund FG-TJC Form D/A Reflects Reporting-Basis Shift, Not Economic Change
AltStreet's monitoring flagged a 93% drop in total amount sold and a 91% jump in investor count for Fund FG-TJC — but verification confirms both figures cross an Oct-2025 reporting-basis boundary affecting multiple Forge Investments series simultaneously.
Platform coverage · Jul 2026
Questions About Forge Global Advisors LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Forge Global Advisors LLC?
Forge Global Advisors LLC is an issuer that filed a Form D with the SEC on February 2, 2026. The filing claims Regulation D. AltStreet links the issuer to Forge Global.
Is Forge Global Advisors LLC legit?
AltStreet does not rate legitimacy; it reports the public record. Forge Global Advisors LLC filed a Form D with the SEC on February 2, 2026 claiming Regulation D. A Form D is a notice of an exempt offering, not a review or approval of it. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. The issuer is linked to Forge Global, which AltStreet has reviewed. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Forge Global Advisors LLC registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Forge Global Advisors LLC claimed Regulation D and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Forge Global Advisors LLC raised?
Forge Global Advisors LLC reported no amount sold as of the Form D filed February 2, 2026.
Who is selling Forge Global Advisors LLC and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.
Where is Forge Global Advisors LLC located?
The issuer's address on its SEC filings is 4 Embarcadero Center, Floor 15, San Francisco, CA 94111. Its phone number of record is (800) 279-7754. It is organized under the laws of Delaware.
Is this your company or fund?
Free claim: add your contact details, website, team and a description to this page. The filed facts stay as filed.
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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. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.