Form D · Private Equity Fund

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

San Francisco, CA · CIK 0001780481

Offering snapshot reported Apr 23, 2026 · SEC filing

Reported sold
$140M
Indefinite offering
Investors reported
53
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Sep 13, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$70.2M$140MSep 16, 2019: $6,065,402.00Sep 16, 2019Sep 16, 2019: $6,065,402.00Oct 2, 2019: $6,564,878.00Nov 7, 2019: $6,564,878.00Apr 14, 2020: $7,500,058.00Jul 18, 2022: $7,936,058.00Oct 9, 2025: $83,854,503.00Apr 23, 2026: $140,342,206.00Apr 23, 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$83,854,503 → $140,342,206
  • Reported investors51 → 53

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 23, 2026Amendment$140,342,206$56,487,703vs Oct 9, 202553SEC filing
Oct 9, 2025Amendment$83,854,503$75,918,445vs Jul 18, 202251SEC filing
Jul 18, 2022Amendment$7,936,058$436,000vs Apr 14, 202039SEC filing
Apr 14, 2020Amendment$7,500,058$935,180vs Nov 7, 201938SEC filing
Nov 7, 2019Amendment$6,564,878$0vs Oct 2, 201936SEC filing
Oct 2, 2019Amendment$6,564,878$499,476vs Sep 16, 201936SEC filing
Sep 16, 2019Amendment$6,065,402$0vs Sep 16, 201929SEC filing
Sep 16, 2019Initial$6,065,402No comparison29SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$875K
Finders' fees
$0
Form D file number
021-348955

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Forge Securities LLC134596

Source: Form D, filed Apr 23, 2026. 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-LHU, A SERIES OF FORGE INVESTMENTS LLC

Investment adviser: FORGE GLOBAL ADVISORS LLC

Gross asset value
$140M
Beneficial owners
53
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
Custodian FORGE TRUST COMPANY SIOUX FALLS, South Dakota, United States Related to adviser: Yes
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 805-4308316164

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
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