Form D · Private Equity Fund

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

San Francisco, CA · CIK 0002053082

Offering snapshot reported Feb 20, 2025 · SEC filing

Reported sold
$6.35M
Indefinite offering
Investors reported
34
Form D · investor count
Minimum accepted
$20K
Reported outside-investor minimum
First sale
Feb 12, 2025
As reported in this filing

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
Feb 20, 2025Initial$6,354,443No comparison34SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$290K
Finders' fees
$0
Form D file number
021-538810

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
FORGE SECURITIES LLC134596

Source: Form D, filed Feb 20, 2025. 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-RBL, A SERIES OF FORGE INVESTMENTS LLC

Investment adviser: FORGE GLOBAL ADVISORS LLC

Gross asset value
$9.65M
Beneficial owners
49
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 805-7993228856

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 Director, Executive
Forge Global Advisors Llc Director
Shilpi Mcgrath Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4 Embarcadero Center Floor 15
San Francisco, CA, 94111