Form D · Other Investment Fund

Fund FG-LPM, a series of Forge Investments LLC

Salt Lake City, UT · CIK 0001784667

Offering snapshot reported Jul 20, 2021 · SEC filing

Reported sold
$18.4M
Offering amount: $18.4M
Investors reported
42
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
May 6, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$9.18M$18.4MJul 14, 2021: $14,332,279.00Jul 14, 2021Jul 20, 2021: $18,355,141.00Jul 20, 2021

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$14,332,279 → $18,355,141

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 20, 2021Amendment$18,355,141$4,022,862vs Jul 14, 202142SEC filing
Jul 14, 2021Amendment$14,332,279No comparisonNot reportedSEC filing
Jul 7, 2021Amendment$12,052,449No comparisonNot reportedSEC filing
Feb 23, 2021Amendment$10,105,575$1,463,220vs Jan 4, 202136SEC filing
Jan 4, 2021Amendment$8,642,355$801,450vs Dec 16, 202030SEC filing
Dec 16, 2020Amendment$7,840,905$396,907vs Nov 25, 202027SEC filing
Nov 25, 2020Amendment$7,443,998$47,625vs Nov 12, 202025SEC filing
Nov 12, 2020Amendment$7,396,373$95,250vs Oct 6, 202024SEC filing
Oct 6, 2020Amendment$7,301,123$571,500vs Oct 1, 202023SEC filing
Oct 1, 2020Amendment$6,729,623$528,965vs Sep 24, 202018SEC filing
Sep 24, 2020Amendment$6,200,658$142,900vs Sep 16, 202017SEC filing
Sep 16, 2020Amendment$6,057,758$234,770vs Sep 3, 202016SEC filing
Sep 3, 2020Amendment$5,822,988$448,825vs Aug 26, 202014SEC filing
Aug 26, 2020Amendment$5,374,163$103,575vs Jul 29, 202013SEC filing
Jul 29, 2020Amendment$5,270,588$671,430vs Jul 21, 202012SEC filing
Jul 21, 2020Amendment$4,599,158$592,065vs Jun 10, 202012SEC filing
Jun 10, 2020Amendment$4,007,093$187,387vs Jun 4, 20208SEC filing
Jun 4, 2020Amendment$3,819,706$142,785vs Jun 3, 20208SEC filing
Jun 3, 2020Amendment$3,676,921$480,909vs May 29, 20208SEC filing
May 29, 2020Amendment$3,196,012$1,904,596vs May 12, 20207SEC filing
May 12, 2020Initial$1,291,416No comparison4SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$836K
Finders' fees
$0
Form D file number
021-366695

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Forge Markets LLC166555Forge Markets LLC · CRD 166555

Source: Form D, filed Jul 20, 2021. 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-LQA, A SERIES OF FORGE INVESTMENTS LLC

Investment adviser: FORGE GLOBAL ADVISORS LLC

Gross asset value
$0
Beneficial owners
14
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
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 805-8545560278

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
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