Forge Global
Forge gives you institutional-grade data, but requires institutional-style engagement to actually transact. It is one of the strongest platforms for private market intelligence, fund access, and custody, but execution remains specialist-driven, fee visibility is incomplete before engagement, and Forge Price is not a tradeable price.
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Platform Identity
- Website
- forgeglobal.com
- Headquarters
- San Francisco, CA, US
- Founded
- 2014
- Parent
- The Charles Schwab Corporation
- Platform type
- Pre-IPO Secondary Marketplace + Data + Funds + Custody
- Regulatory
- multiple
- Eligibility
- accredited only
AltStreet Coverage
- Review status
- Published
- Coverage type
- Investment platform
- Review date
- Apr 23, 2026
- Last updated
- Nov 1, 2026
- Composite score
- 5.5
- Structural signals
- 45 warning409 total
Key Data Points
- EDGAR-linked offerings
- 236
- Filing-verified raised
- $2.78B
- Investors disclosed
- 4,541
Auditors of Record
Audit firms named in this platform's issuer filings, as recorded in AltStreet's auditor directory. Each firm page lists every issuer it audits across covered platforms.
Manager (Form ADV)
Investment adviser records matched to this platform from SEC Form ADV filings (IARD). Figures are manager-level — they describe the advisory firm, not any single offering on this page.
FORGE GLOBAL ADVISORS LLC
SEC-Registered Adviser- CRD / SEC#
- 284722 · 801-116933
- Status
- Approved
- Regulatory AUM
- $2.46B
- Private funds
- 122 · $2.45B gross assets(PE:122)
- Item 11 disclosures
- 12 reported
- Main office
- SAN FRANCISCO, CA
- Latest ADV filed
- Apr 6, 2026
Item 11 disclosures are affirmative answers to Form ADV's disciplinary questions, which can include affiliate events — they are not a count of violations. Source: SEC Form ADV data, refreshed monthly.
Reference Reading
AltStreet reference pages on the filings and mechanics behind this platform's category.
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