Form D · Private Equity Fund
Fund FG-CWJ, a series of Forge Investments LLC
San Francisco, CA · CIK 0001855856
Offering snapshot reported Apr 17, 2026 · SEC filing
- Reported sold
- $682K Indefinite offering
- Investors reported
- 6 Form D · investor count
- Minimum accepted
- $5K Reported outside-investor minimum
- First sale
- Jul 28, 2021 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$971,005 → $681,954
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 17, 2026 | Amendment | $681,954 | -$289,051vs Oct 3, 2025 | 6 | SEC filing |
| Oct 3, 2025 | Amendment | $971,005 | -$190,057vs Nov 10, 2021 | 6 | SEC filing |
| Nov 10, 2021 | Amendment | $1,161,062 | $381,062vs Aug 6, 2021 | 6 | SEC filing |
| Aug 6, 2021 | Initial | $780,000 | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $116K
- Finders' fees
- $0
- Form D file number
- 021-409069
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| FORGE SECURITIES LLC | 134596 |
Source: Form D, filed Apr 17, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Llc Assure Fund Management Ii | Director |
| Grant George | Executive |
| Forge Global Advisors Llc | Director |
| Shilpi Mc Grath | Executive |
| Jeremy Neilson | Executive |
| Richard Thoms | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:San Francisco, CA, 94111