Form D · Private Equity Fund

Fund FG-EXB, a series of Forge Investments LLC

San Francisco, CA · CIK 0001822483

Offering snapshot reported Apr 20, 2026 · SEC filing

Reported sold: $467K
Investors reported: 7
Minimum accepted: $5K
First sale: Dec 18, 2023

Fundraising history

Reported sold

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$54,150 → $466,774
Reported investors2 → 7

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 20, 2026	Amendment	$466,774	$412,624vs Nov 19, 2025	7	SEC filing
Nov 19, 2025	Amendment	$54,150	$1,900vs Feb 29, 2024	2	SEC filing
Feb 29, 2024	Initial	$52,250	No comparison	1	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $55.3K
Finders' fees: $0
Form D file number: 021-506385

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Forge Securities LLC	134596

Source: Form D, filed Apr 20, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

FG-EXB, A SERIES OF FORGE INVESTMENTS LLC

Investment adviser: FORGE GLOBAL ADVISORS LLC

Gross asset value: $467K
Beneficial owners: 7
ADV minimum commitment: $5K

Reported in Form ADV on Apr 6, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor EISNERAMPER NEW YORK, New York, United States

Custodian BANK OF AMERICA SAN FRANCISCO, California, United States Related to adviser: No

Custodian FIDELITY SAN FRANCISCO, California, United States Related to adviser: No

Marketer FORGE SECURITIES LLC SAN FRANCISCO, California, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

EISNERAMPER
PCAOB 274

BANK OF AMERICA
LEI 9DJT3UXIJIZJI4WXO774

FORGE SECURITIES LLC
CRD 134596 · SEC 8-66846

Filing source

Form ADV 2092059 · Apr 6, 2026 · Schedule D 7.B.(1), fund 805-2721545672

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Name	Reported role
Joseph Di Giglio	Executive
Grant George	Executive
Forge Global Advisors Llc	Director
Shilpi Mc Grath	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

4 Embarcadero Center Suite 1500
San Francisco, CA, 94111