Form D · Private Equity Fund

Fund FG-PKZ, a series of Forge Investments LLC

San Francisco, CA · CIK 0001842628

Offering snapshot reported Apr 27, 2026 · SEC filing

Reported sold
$504K
Indefinite offering
Investors reported
5
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
May 20, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$252K$504KJul 20, 2021: $447,848.00Jul 20, 2021Oct 30, 2025: $371,918.00Apr 27, 2026: $503,619.00Apr 27, 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.

  • Reported sold$371,918 → $503,619

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 27, 2026Amendment$503,619$131,701vs Oct 30, 20255SEC filing
Oct 30, 2025Amendment$371,918-$75,930vs Jul 20, 20215SEC filing
Jul 20, 2021Initial$447,848No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$43.9K
Finders' fees
$0
Form D file number
021-406850

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
FORGE SECURITIES LLC134596

Source: Form D, filed Apr 27, 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.

People and organizations reported in Form D filings
NameReported 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:
4 Embarcadero Center Floor 15
San Francisco, CA, 94111