Form D · Private Equity Fund

Fund FG-GWS, a series of Forge Investments, LLC

San Francisco, CA · CIK 0002058840

Offering snapshot reported Aug 5, 2026 · SEC filing

Reported sold
$4.22M
Indefinite offering
Investors reported
24
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Aug 12, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.11M$4.22MAug 15, 2025: $1,839,235.00Aug 15, 2025Apr 21, 2026: $4,215,007.00Apr 21, 2026Aug 5, 2026: $4,215,007.00Aug 5, 2026

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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 5, 2026Amendment$4,215,007$0vs Apr 21, 202624SEC filing
Apr 21, 2026Amendment$4,215,007$2,375,772vs Aug 15, 202524SEC filing
Aug 15, 2025Initial$1,839,235No comparison24SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$192K
Finders' fees
$0
Form D file number
021-554986

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
FORGE SECURITIES LLC134596

Source: Form D, filed Aug 5, 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-GWS, A SERIES OF FORGE INVESTMENTS LLC

Investment adviser: FORGE GLOBAL ADVISORS LLC

Gross asset value
$4.22M
Beneficial owners
24
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 SHAREWORKS 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 805-3394975547

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
NameReported role
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 15 Th Floor
San Francisco, CA, 94111