Form D · Other Investment Fund

Fund FG-DRV, a series of Forge Investments LLC

Salt Lake City, UT · CIK 0001845400

Offering snapshot reported Apr 8, 2022 · SEC filing

Reported sold
$2.01M
Offering amount: $2.01M
Investors reported
2
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Mar 29, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.01M$2.01MJul 20, 2021: $1,870,000.00Jul 20, 2021Apr 8, 2022: $2,011,035.00Apr 8, 2022

Dates 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$1,870,000 → $2,011,035

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 8, 2022Amendment$2,011,035$141,035vs Jul 20, 20212SEC filing
Jul 20, 2021Initial$1,870,000No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$63.2K
Finders' fees
$0
Form D file number
021-406853

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Forge Securities LLC134596Forge Securities LLC · CRD 134596

Source: Form D, filed Apr 8, 2022. 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.

People and organizations reported in Form D filings
NameReported role
Llc Assure Fund Management Ii Director
Jeremy Neilson Executive
Richard Thoms Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
6510 S Millrock Drive Suite 400
Salt Lake City, UT, 84121