Form D · Private Equity Fund

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

San Francisco, CA · CIK 0001758082

Offering snapshot reported Apr 23, 2026 · SEC filing

Reported sold
$380M
Indefinite offering
Investors reported
85
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
May 24, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$190M$380MMay 29, 2019: $16,980,960.00May 29, 2019Jun 12, 2019: $16,999,932.00Jul 3, 2019: $17,202,504.00Jul 18, 2019: $20,105,220.00Sep 16, 2019: $21,886,556.00Oct 2, 2019: $22,570,072.00Nov 7, 2019: $22,570,072.00Nov 20, 2019: $22,104,959.00Mar 13, 2020: $22,104,959.00Dec 23, 2020: $19,499,666.00Nov 24, 2021: $20,015,456.00May 5, 2022: $21,225,956.00Jun 10, 2022: $21,325,956.00Jul 18, 2022: $22,394,256.00Oct 30, 2025: $227,649,173.00Apr 23, 2026: $380,474,061.00Apr 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$227,649,173 → $380,474,061
  • Reported investors96 → 85

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 23, 2026Amendment$380,474,061$152,824,888vs Oct 30, 202585SEC filing
Oct 30, 2025Amendment$227,649,173$207,633,717vs Nov 24, 202196SEC filing
Jul 18, 2022Amendment$22,394,256$1,068,300vs Jun 10, 202248SEC filing
Jun 10, 2022Amendment$21,325,956$100,000vs May 5, 202244SEC filing
May 5, 2022Amendment$21,225,956$1,210,500vs Nov 24, 202143SEC filing
Nov 24, 2021Amendment$20,015,456$515,790vs Dec 23, 202042SEC filing
Dec 23, 2020Amendment$19,499,666-$2,605,293vs Mar 13, 202041SEC filing
Mar 13, 2020Amendment$22,104,959$0vs Nov 20, 201941SEC filing
Nov 20, 2019Amendment$22,104,959-$465,113vs Nov 7, 201941SEC filing
Nov 7, 2019Amendment$22,570,072$0vs Oct 2, 201935SEC filing
Oct 2, 2019Amendment$22,570,072$683,516vs Sep 16, 201935SEC filing
Sep 16, 2019Amendment$21,886,556$1,781,336vs Jul 18, 201930SEC filing
Jul 18, 2019Amendment$20,105,220$2,902,716vs Jul 3, 201921SEC filing
Jul 3, 2019Amendment$17,202,504$202,572vs Jun 12, 20191SEC filing
Jun 12, 2019Amendment$16,999,932$18,972vs May 29, 201916SEC filing
May 29, 2019Initial$16,980,960No comparison15SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$4.33M
Finders' fees
$0
Form D file number
021-340588

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-LRN, A SERIES OF FORGE INVESTMENTS, LLC

Investment adviser: FORGE GLOBAL ADVISORS LLC

Gross asset value
$380M
Beneficial owners
85
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 805-8466131746

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