Fund FG-WIL a Series of Forge Investments
Raised
$6M
Investors
25
Min Invest
$100,000
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AltStreet Analysis
·Generated from EDGAR primary sources
Fund FG-WIL is a series of Forge Investments, a Delaware pooled investment fund sponsored by Forge Global Advisors LLC. Filed March 24, 2026, this 3(c) exempt vehicle raised $6.2M from 25 investors with a $100K minimum investment. It is part of the Forge Global platform, which operates 104 related EDGAR entities focused on private equity investments.
This 3(c) exempt vehicle follows the typical structure for private fund offerings targeting accredited investors with a $100K minimum, positioning it in the mid-tier accessibility range for private equity funds. The 3(c) exemption under the Investment Company Act allows it to operate as a private fund without SEC registration, a common structure for specialized investment vehicles in the private equity space.
Data Flags
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
AltStreet Coverage
Original reporting from AltStreet's daily EDGAR monitoring covering Forge Global and its filings.
Five Forge Fund Notices Report $15.6 Million Sold, Led by One $12.2 Million Filing
Five series of Forge Investments LLC filed first Form D notices between October 2 and October 30, 2026, reporting $15,618,857 sold to 62 investors in total; Fund FG-CTJ accounts for $12,215,598 of it. A sixth notice, from Fund FG-RBL on November 6, is a repeat notice from an issuer that first filed in February 2025 and now reports $9.65 million sold.
Platform coverage · Nov 2026
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
In the Terminal
Filing events
2
latest Mar 24, 2026
Critical / warning
0 / 0
0 watch · 2 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
2
raising
Latest event New filer · Mar 24, 2026
SEC.govFund family Part of the Forge Investments family: 221 vehicles across 0 generations · adviser of record Forge Global Advisors LLC · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- The dated record: 19 facts with source, effective date and capture date, viewable as AltStreet knew them on any past day
- 2 filing events with values and deltas, latest 2026-03-24, and alerts on the next one
- 2 offering timelines: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
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Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
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
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
FORGE SECURITIES LLCCRD 134596 on BrokerCheck
Associated broker-dealer: None · San Francisco, CA · Soliciting in all states
Questions About Fund FG-WIL a Series of Forge Investments
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Fund FG-WIL a Series of Forge Investments?
Fund FG-WIL a Series of Forge Investments is a Delaware limited liability company that filed a Form D with the SEC on March 24, 2026 as a private equity fund. The filing claims Section 3(c), Section 3(c)(7) for an offering of pooled investment fund interests. AltStreet links the issuer to Forge Global.
Is Fund FG-WIL a Series of Forge Investments legit?
AltStreet does not rate legitimacy; it reports the public record. Fund FG-WIL a Series of Forge Investments filed a Form D with the SEC on March 24, 2026 claiming Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $6,232,635 sold to 25 investors. 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 Fund FG-WIL a Series of Forge Investments 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 Fund FG-WIL a Series of Forge Investments claimed Section 3(c), Section 3(c)(7) 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 Fund FG-WIL a Series of Forge Investments raised?
Fund FG-WIL a Series of Forge Investments reported $6,232,635 sold from 25 investors in an offering of indefinite size as of the Form D filed March 24, 2026.
Who can invest in Fund FG-WIL a Series of Forge Investments?
Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $100,000.
What is the minimum investment in Fund FG-WIL a Series of Forge Investments?
The Form D lists $100,000 as the minimum investment accepted from any outside investor as of March 24, 2026. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Fund FG-WIL a Series of Forge Investments and how are they paid?
The Form D names FORGE SECURITIES LLC (CRD 134596), associated with None as the recipient of sales compensation soliciting in all states. Sales commissions are reported as $258,999 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Fund FG-WIL a Series of Forge Investments?
The Form D lists 3 related persons: Forge Global Advisors LLC, director (Manager of the Fund); Grant George, executive officer (Principal of the Manager); Shilpi McGrath, executive officer (CCO of the Manager). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Fund FG-WIL a Series of Forge Investments located?
The issuer's address on its SEC filings is 4 Embarcadero Center, Suite 1500, San Francisco, CA 94111. Its phone number of record is 8002797754. It is organized under the laws of Delaware.
How long is the Fund FG-WIL a Series of Forge Investments offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 1 amendment is on record for this CIK.
How large is Fund FG-WIL a Series of Forge Investments?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
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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.