Form D · Private Equity Fund
Fund FG-WTS, a series of Forge Investments, LLC
San Francisco, CA · CIK 0002024227
Offering snapshot reported Oct 20, 2025 · SEC filing
- Reported sold
- $900K Indefinite offering
- Investors reported
- 15 Form D · investor count
- Minimum accepted
- $5K Reported outside-investor minimum
- First sale
- Dec 20, 2024 As reported in this filing
Fundraising history
Reported soldDates 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 investors13 → 15
- Minimum accepted$20,000 → $5,000
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 20, 2025 | Amendment | $900,000 | $0vs Dec 27, 2024 | 15 | SEC filing |
| Dec 27, 2024 | Initial | $900,000 | No comparison | 13 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $72.6K
- Finders' fees
- $0
- Form D file number
- 021-533520
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| FORGE SECURITIES LLC | 134596 |
Source: Form D, filed Oct 20, 2025. 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:San Francisco, CA, 94111