Form D · Private Equity Fund

Fund FG-GZX, a series of Forge Investments LLC

San Francisco, CA · CIK 0001797322

Offering snapshot reported Apr 21, 2026 · SEC filing

Reported sold
$15.4M
Indefinite offering
Investors reported
4
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Dec 24, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.71M$15.4MJan 7, 2020: $1,151,749.00Jan 7, 2020Aug 17, 2020: $2,663,626.00Oct 21, 2025: $15,422,018.00Apr 21, 2026: $15,422,018.00Apr 21, 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.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 21, 2026Amendment$15,422,018$0vs Oct 21, 20254SEC filing
Oct 21, 2025Amendment$15,422,018$12,758,392vs Aug 17, 20204SEC filing
Aug 17, 2020Amendment$2,663,626$1,511,877vs Jan 7, 20202SEC filing
Jan 7, 2020Initial$1,151,749No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$400K
Finders' fees
$0
Form D file number
021-357305

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
FORGE SECURITIES LLC134596

Source: Form D, filed Apr 21, 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-GZX, A SERIES OF FORGE INVESTMENTS LLC

Investment adviser: FORGE GLOBAL ADVISORS LLC

Gross asset value
$15.4M
Beneficial owners
4
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 805-2432024970

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