Form D · Private Equity Fund
Fund FG-VAL a series of Forge Investments
San Francisco, CA · CIK 0002144599
Offering snapshot reported Jul 9, 2026 · SEC filing
- Reported sold
- $5.22M Indefinite offering
- Investors reported
- 33 Form D · investor count
- Minimum accepted
- $5K Reported outside-investor minimum
- First sale
- Jun 23, 2026 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 9, 2026 | Initial | $5,216,312 | No comparison | 33 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $152K
- Finders' fees
- $0
- Form D file number
- 021-590175
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| FORGE SECURITIES LLC | 134596 |
Source: Form D, filed Jul 9, 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.
| Name | Reported 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 Ste 1500
San Francisco, CA, 94111
San Francisco, CA, 94111