Form D · Private Equity Fund

Fund FG-WHQ, a series of Forge Investments LLC

San Francisco, CA · CIK 0001850570

Offering snapshot reported Apr 28, 2026 · SEC filing

Reported sold
$2.37M
Indefinite offering
Investors reported
5
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Jul 29, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.84M$5.69MAug 4, 2021: $4,020,000.00Aug 4, 2021Nov 10, 2021: $5,160,000.00Jan 18, 2022: $5,685,000.00Oct 20, 2025: $2,796,218.00Apr 28, 2026: $2,365,505.00Apr 28, 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$2,796,218 → $2,365,505

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 28, 2026Amendment$2,365,505-$430,713vs Oct 20, 20255SEC filing
Oct 20, 2025Amendment$2,796,218-$2,888,782vs Jan 18, 20225SEC filing
Jan 18, 2022Amendment$5,685,000$525,000vs Nov 10, 20215SEC filing
Nov 10, 2021Amendment$5,160,000$1,140,000vs Aug 4, 20214SEC filing
Aug 4, 2021Initial$4,020,000No comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$463K
Finders' fees
$0
Form D file number
021-408860

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Forge Securities LLC134596

Source: Form D, filed Apr 28, 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