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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:17 AM ET

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Grant George

Named as an officer, director or promoter on SEC Form D filings · CA, UT · Apr 21, 2023 → Sep 17, 2026

137deals (issuers)
$2.39Breported sold
3,913investors
275Form D filings
2023–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:15 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Grant George is listed as an executive officer and director on 275 SEC Form D filings by 137 issuers between Apr 2023 and Sep 2026. Largest by amount reported sold: Fund FG-BLU, a series of Forge Investments LLC (San Francisco, CA — pooled investment fund — 2024–2026; $397.3M reported sold to 248 investors), Fund FG-LRN, a series of Forge Investments, LLC (San Francisco, CA — pooled investment fund — 2025–2026; $380.5M reported sold to 96 investors), Fund FG-ANO, a series of Forge Investments LLC (San Francisco, CA — pooled investment fund — 2025–2026; $222.5M reported sold to 102 investors), Fund FG-LHU, a series of Forge Investments, LLC (San Francisco, CA — pooled investment fund — 2025–2026; $140.3M reported sold to 53 investors), Fund FG-MBW, a series of Forge Investments LLC (San Francisco, CA — pooled investment fund — 2025–2026; $139M reported sold to 99 investors) and 132 more (all listed below).

What this means That is a lot of deals — 137 separate companies raised money with this person listed as executive officer and director, over about 3 years. Across those companies the filings report $2.39B sold in total.

Listed alongside Forge Global Advisors (275 shared filings, management entity), Shilpi McGrath (262 shared filings), Joseph DiGiglio (12 shared filings) and DiGiglio Joseph (1 shared filing).

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Grant. Each name links to their own page.

The issuers belong to 3 sponsor groups: Forge (136 issuers, $2.16B reported sold, 2016–2026), Forge (3 issuers, $23.9M reported sold, 2025–2026) and Forge (3 issuers, $14.2M reported sold, 2025–2026).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 1 bankruptcy case matching the name listed in Key records below.

What this means 1 record came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 275 public filings for Grant George and found 8 differences, 4 worth asking the sponsor about: Bankruptcy case: Grant B George and Karin H George; 17 offerings reported less sold on a later filing than an earlier one; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Grant George has not run yet — it is joining a line of 50,619 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:15 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Grant George..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Grant B George and Karin H George closed
United States Bankruptcy Court, M.D. Florida · No. 8:04-bk-24322 · Filed Dec 20, 2004 · Closed Feb 9, 2009
Role of Grant B George and Karin H George: Debtor · Outcome: Case closed 2009-02-09 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); court in FL (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:15 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

8 differences found between the filings for Grant George — 4 worth asking about (compared the newest 50 of 275 filings on Oct 24, 2026; older filings not covered)

Worth asking · Dec 20, 2004 – Feb 9, 2009

Bankruptcy case: Grant B George and Karin H George — filed Dec 20, 2004

United States Bankruptcy Court, M.D. Florida docket "Grant B George and Karin H George" filed Dec 20, 2004, closed Feb 9, 2009. Grant George is listed as Debtor ("Grant B George and Karin H George"). Our match estimate: 40%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Sources
Worth asking · Feb 20, 2025 – May 8, 2026

17 offerings reported less sold on a later filing than an earlier one

Amount sold went down between filings — Fund FG-OMM, a series of Forge Investments, LLC · Amount sold went down between filings — Fund FG-WHQ, a series of Forge Investments LLC · Amount sold went down between filings — Fund FG-VNR, a series of Forge Investments, LLC · Amount sold went down between filings — Fund FG-USR, a series of Forge Investments, LLC · Amount sold went down between filings — Fund FG-VZX, a series of Forge Investments LLC · and 12 more

What this means Amounts sold normally only go up. Ask the sponsor what happened on each.

Sources
Worth asking · Apr 24, 2025 – Apr 28, 2026

11 offerings reported fewer investors on a later filing

Investor count went down between filings — Fund FG-WBU, a series of Forge Investments, LLC · Investor count went down between filings — Fund FG-XYE, a series of Forge Investments LLC · Investor count went down between filings — Fund FG-USR, a series of Forge Investments, LLC · Investor count went down between filings — Fund FG-VZX, a series of Forge Investments LLC · Investor count went down between filings — Fund FG-TMS, a series of Forge Investments LLC · and 6 more

What this means Investor counts normally only grow. Ask the sponsor what happened on each.

Sources
Note · Apr 27, 2026

22% of the money raised went to insiders — Fund FG-PNR, a series of Forge Investments LLC

The Apr 27, 2026 Form D/A reports $29,676 sold and $6,500 of the proceeds used for payments to officers, directors or promoters. Issuer's note: "This amount represents a one time fixed cost to cover fund organizational and operating expenses.".

What this means The filing reports how much of the money raised was paid to insiders. Over 10% is high for most deals. Ask what it paid for.

Sources
Worth asking · Feb 27, 2026 – Jun 4, 2026

Form D filed 97 days after the first sale — Fund FG- BNV a Series of Forge Global Investments

The filing says the first sale was Feb 27, 2026. The Form D was filed Jun 4, 2026 — 97 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 82 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Jun 23, 2026 – Jul 9, 2026

Form D filed 16 days after the first sale — Fund FG-VAL a series of Forge Investments

The filing says the first sale was Jun 23, 2026. The Form D was filed Jul 9, 2026 — 16 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 1 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Sources
Note · Feb 20, 2025 – May 8, 2026

Minimum investment changed between filings — Fund FG-OMM, a series of Forge Investments, LLC

The Feb 20, 2025 filing lists a minimum of $20,000; the May 8, 2026 Form D/A lists $5,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Sources
Note · Nov 7, 2019 – Nov 3, 2025

24 address changes between filings

Address moved from Salt Lake City, UT to San Francisco, CA — Fund FG-UYF, a series of Forge Investments, LLC · Address moved from Salt Lake City, UT to San Francisco, CA — Fund FG-UJE, a series of Forge Investments, LLC · Address moved from Salt Lake City, UT to San Francisco, CA — Fund FG-ZPX, a series of Forge Investments LLC · Address moved from Salt Lake City, UT to San Francisco, CA — Fund FG-VZX, a series of Forge Investments LLC · Address moved from Salt Lake City, UT to San Francisco, CA — Fund FG-TJC, a series of Forge Investments LLC · and 19 more

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 275 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

138 of 140 offerings report sales commissions totalling $55,615,036; 0 report finder's fees; 59 report proceeds to related persons totalling $514,880. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 17, 2026 D
Fund FG-BNI a Series of Forge Investments
File 021-597897
$63,781$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Aug 14, 2026 D/A
Fund FG-BRB, a series of Forge Investments LLC
File 021-547003
$252,592$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Aug 7, 2026 D
Fund FG-FOX a series of Forge Global Investments
File 021-593531
$69,549$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Aug 5, 2026 D/A
Fund FG-GWS, a series of Forge Investments, LLC
File 021-554986
$192,279$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Jul 9, 2026 D
Fund FG-VAL a series of Forge Investments
File 021-590175
$152,497$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Jun 5, 2026 D
Fund FG-UFO, a series of Forge Investments LLC
File 021-586374
$1,105,976$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Jun 4, 2026 D
Fund FG- BNV a Series of Forge Global Investments
File 021-586121
$0$0$27,000
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Jun 1, 2026 D/A
Fund FG-MBW, a series of Forge Investments LLC
File 021-333141
$1,575,850$0$8,750
This amount represents a one-time cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Jun 1, 2026 D/A
Fund FG-DGO, a series of Forge Investments LLC
File 021-294180
$1,037,913$0$7,290
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
May 28, 2026 D
Fund FG-NHT a Series of Forge Investments
File 021-585432
$37,023$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
May 19, 2026 D
Fund FG-ACE, a series of Forge Investments LLC
File 021-584450
$29,999$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
May 19, 2026 D
Fund FG-ZTH a series of Forge Investments LLC
File 021-584447
$70,219$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
May 8, 2026 D/A
Fund FG-OMM, a series of Forge Investments, LLC
File 021-538798
$13,777$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
May 8, 2026 D/A
Fund FG-MJM, a series of Forge Investments, LLC
File 021-550174
$10,120$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
May 8, 2026 D
Fund FG-IEW a Series of Forge Investments
File 021-583386
$105,347$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
May 5, 2026 D/A
Fund FG-ANO, a series of Forge Investments LLC
File 021-372931
$3,080,666$0$9,162
This amount represents a one-time cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 28, 2026 D/A
Fund FG-XYE, a series of Forge Investments LLC
File 021-501840
$10,500$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 28, 2026 D/A
Fund FG-VMS, a series of Forge Investments, LLC
File 021-521531
$104,657$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 28, 2026 D/A
Fund FG-WBU, a series of Forge Investments, LLC
File 021-551309
$224,889$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 28, 2026 D/A
Fund FG-VNT, a series of Forge Investments LLC
File 021-375189
$159,921$0$7,912
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 28, 2026 D/A
Fund FG-VDA, a series of Forge Investments LLC
File 021-456186
$23,296$0$6,662
This amount represents a one-time cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 28, 2026 D/A
Fund FG-USR, a series of Forge Investments, LLC
File 021-353903
$440,659$0$8,750
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 28, 2026 D/A
Fund FG-WHQ, a series of Forge Investments LLC
File 021-408860
$463,218$0$6,912
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 28, 2026 D/A
Fund FG-VNR, a series of Forge Investments, LLC
File 021-406346
$561,256$0$6,662
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 28, 2026 D/A
Fund FG-ZPX, a series of Forge Investments LLC
File 021-407686
$20,680$0$6,662
This amount represents a one-time cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 28, 2026 D/A
Fund FG-UYF, a series of Forge Investments, LLC
File 021-347504
$37,044$0$6,500
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 28, 2026 D/A
Fund FG-LED, a series of Forge Investments LLC
File 021-575751
$33,500$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 28, 2026 D/A
Fund FG-VZX, a series of Forge Investments LLC
File 021-360775
$939,669$0$13,000
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D/A
Fund FG-PAW, a series of Forge Investments LLC
File 021-496168
$8,000$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D/A
Fund FG-TMS, a series of Forge Investments LLC
File 021-513124
$280,000$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D/A
Fund FG-SMP, a series of Forge Investments LLC
File 021-513723
$462,564$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D/A
Fund FG-QRK, a series of Forge Investments LLC
File 021-305520
$780,890$0$12,250
This amount represents a one-time cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D/A
Fund FG-PRQ, a series of Forge Investments, LLC
File 021-348045
$921,766$0$8,500
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D/A
Fund FG-QUN, a series of Forge Investments LLC
File 021-405424
$826,407$0$8,412
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D/A
Fund FG-RTA, a series of Forge Investments LLC
File 021-270238
$955,236$0$14,500
This amount represents a one-time cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D/A
Fund FG-RLU, a series of Forge Investments, LLC
File 021-342859
$1,195,005$0$10,000
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D/A
Fund FG-TQY, a series of Forge Investments, LLC
File 021-340054
$1,034,844$0$9,500
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D/A
Fund FG-UBW, a series of Forge Investments LLC
File 021-364409
$3,511,341$0$10,000
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D/A
Fund FG-RJJ, a series of Forge Investments LLC
File 021-385091
$902$0$6,662
This amount represents a one-time cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D/A
Fund FG-PKZ, a series of Forge Investments LLC
File 021-406850
$43,871$0$6,662
This amount represents a one-time cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D/A
Fund FG-TJC, a series of Forge Investments LLC
File 021-407867
$785,461$0$6,662
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D/A
Fund FG-UJE, a series of Forge Investments, LLC
File 021-290586
$132,951$0$6,750
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D/A
Fund FG-OZP, a series of Forge Investments LLC
File 021-365101
$172,083$0$7,000
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D/A
Fund FG-PNR, a series of Forge Investments LLC
File 021-357434
$28,247$0$6,500
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 27, 2026 D
Fund FG-DEX a Series of Forge Investments
File 021-581870
$121,870$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-MRS, a series of Forge Investments, LLC
File 021-508821
$180,000$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-NEV, a series of Forge Investments, LLC
File 021-516097
$10,000$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-LSR, a series of Forge Investments, LLC
File 021-521523
$285,447$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-OAK, a series of Forge Investments LLC
File 021-521513
$279,071$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-MAC, a series of Forge Investments, LLC
File 021-544419
$449,612$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-MLM, a series of Forge Investments, LLC
File 021-557256
$136,078$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-MCS, a series of Forge Investments LLC
File 021-558412
$55,049$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-MXY, a series of Forge Investments LLC
File 021-304085
$543,981$0$11,500
This amount represents a one-time cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-MMB, a series of Forge Investments, LLC
File 021-420977
$81,958$0$6,662
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-LHU, a series of Forge Investments, LLC
File 021-348955
$875,282$0$7,000
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-LSK, a series of Forge Investments LLC
File 021-353806
$87,967$0$8,500
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-NAS, a series of Forge Investments LLC
File 021-355505
$4,163,656$0$20,750
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-MRB, a series of Forge Investments LLC
File 021-412742
$118,104$0$6,662
This amount represents a one-time cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-ONW, a series of Forge Investments LLC
File 021-363324
$568,234$0$8,000
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-NTP, a series of Forge Investments LLC
File 021-357362
$62,892$0$0
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-LYW, a series of Forge Investments LLC
File 021-347495
$12,756$0$6,500
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-LRN, a series of Forge Investments, LLC
File 021-340588
$4,332,933$0$8,250
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-KOI a series of Forge Investments LLC
File 021-562854
$113,555$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 23, 2026 D/A
Fund FG-NMO, a series of Forge Investments, LLC
File 021-564151
$362,382$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-JTP, a series of Forge Investments LLC
File 021-479718
$267,289 (est.)$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-JOR, a series of Forge Investments LLC
File 021-494477
$182,532 (est.)$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-HMS, a series of Forge Investments LLC
File 021-497994
$118,800$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-KMF, a series of Forge Investments LLC
File 021-506356
$10,000$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-KLR, a series of Forge Investments LLC
File 021-506361
$218,495$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-HTL, a series of Forge Investments, LLC
File 021-507836
$1,003,053$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-GTS, a series of Forge Investments, LLC
File 021-530949
$461,721$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-HIS, a series of Forge Investments, LLC
File 021-534916
$217,036$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-HAP a series of Forge Investments LLC
File 021-557531
$4,124$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-GTG, a series of Forge Investments, LLC
File 021-513727
$98,420$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-GRG, a series of Forge Investments LLC
File 021-350726
$431,058$0$10,250
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-HAL, a series of Forge Investments LLC
File 021-444491
$65,747$0$6,662
This amount represents a one-time cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-IMF, a series of Forge Investments LLC
File 021-379026
$402,394$0$8,162
This amount represents a one-time cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-JVW, a series of Forge Investments LLC
File 021-436815
$82,309$0$14,162
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-JES, a series of Forge Investments LLC
File 021-459468
$123,694$0$9,500
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-JMM, a series of Forge Investments, LLC
File 021-518761
$7,464$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-JEM, a series of Forge Investments LLC
File 021-354724
$29,755$0$6,500
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 21, 2026 D/A
Fund FG-GZX, a series of Forge Investments LLC
File 021-357305
$400,314$0$6,500
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 20, 2026 D/A
Fund FG-EDU, a series of Forge Investments LLC
File 021-494481
$112,139 (est.)$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 20, 2026 D/A
Fund FG-EXB, a series of Forge Investments LLC
File 021-506385
$55,293$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 20, 2026 D/A
Fund FG-ETY, a series of Forge Investments LLC
File 021-514982
$99,838$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 20, 2026 D/A
Fund FG-GMV, a series of Forge Investments LLC
File 021-515467
$38,556$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 20, 2026 D/A
Fund FG-EVB, a series of Forge Investments, LLC
File 021-527188
$30,216$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 20, 2026 D/A
Fund FG-DXL, a series of Forge Investments LLC
File 021-354726
$370,501$0$7,500
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 20, 2026 D/A
Fund FG-GGT, a series of Forge Investments LLC
File 021-422531
$172,521$0$6,662
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 20, 2026 D/A
Fund FG-FWX, a series of Forge Investments LLC
File 021-407008
$446,024$0$7,662
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 20, 2026 D/A
Fund FG-FYA, a series of Forge Investments LLC
File 021-435651
$637,227$0$6,662
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 20, 2026 D/A
Fund FG-DST, a series of Forge Investments LLC
File 021-357430
$10,172$0$6,500
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 20, 2026 D/A
Fund FG-GPR, a series of Forge Investments LLC
File 021-407010
$82,734$0$6,662
This amount represents a one-time cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 17, 2026 D/A
Fund FG-BLU, a series of Forge Investments LLC
File 021-510174
$2,339,212$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 17, 2026 D/A
Fund FG-BJM, a series of Forge Investments, LLC
File 021-518754
$13,000$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 17, 2026 D/A
Fund FG-BTU, a series of Forge Investments LLC
File 021-355909
$125,889$0$7,750
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 17, 2026 D/A
Fund FG-BXW, a series of Forge Investments LLC
File 021-559700
$221,328$0$6,662
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 17, 2026 D/A
Fund FG-CWJ, a series of Forge Investments LLC
File 021-409069
$116,047$0$6,662
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 17, 2026 D/A
Fund FG-DPU, a series of Forge Investments LLC
File 021-287453
$57,947$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 17, 2026 D/A
Fund FG-DBD, a series of Forge Investments LLC
File 021-360971
$61,955$0$6,500
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 15, 2026 D/A
Fund FG-BDF, a series of Forge Investments LLC
File 021-512230
$454,168$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 15, 2026 D/A
Fund FG-ASL, a series of Forge Investments, LLC
File 021-519633
$7,010$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 15, 2026 D/A
Fund FG-ASP a series of Forge Investments LLC
File 021-563576
$320,423$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 14, 2026 D/A
Fund FG-APG, a series of Forge Investments LLC
File 021-510250
$27,225$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 14, 2026 D/A
Fund FG-AGV, a series of Forge Investments, LLC
File 021-510171
$412,726$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 14, 2026 D/A
Fund FG-ARE, a series of Forge Investments LLC
File 021-548686
$59,504$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 14, 2026 D/A
Fund FG-AHF, a series of Forge Investments LLC
File 021-459467
$233,090$0$9,500
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 14, 2026 D/A
Fund FG-ARQ, a series of Forge Investments LLC
File 021-388282
$121,120$0$7,162
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 14, 2026 D/A
Fund FG-ASF, a series of Forge Investments, LLC
File 021-343867
$1,074,819$0$11,500
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 14, 2026 D/A
Fund FG-APA, a series of Forge Investments LLC
File 021-464444
$243,575$0$9,500
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 7, 2026 D
Fund FG-CMC a Series of Forge Investments
File 021-579356
$1,129,960$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 6, 2026 D
Fund FG-JUW a Series of Forge Investments
File 021-579199
$103,553$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Mar 24, 2026 D
Fund FG-WIL a Series of Forge Investments
File 021-577431
$258,999$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Mar 20, 2026 D
Fund FG-PIE a series a Forge Investments LLC
File 021-577230
$206,960$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Mar 20, 2026 D
Fund FG-WIL a Series of Forge Investments
File 021-577235
$258,999$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Mar 16, 2026 D
Fund FG-GRT, a series of Forge Investments LLC
File 021-576630
$387,266$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Mar 16, 2026 D
Fund FG-ORV a Series of Forge Investments
File 021-576649
$53,284$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Mar 2, 2026 D
Fund FG-ZCD a Series of Forge Investments
File 021-575123
$71,340$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Feb 17, 2026 D
Fund FG-UBE, a series of Forge Investments LLC
File 021-573683
$116,281$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Feb 17, 2026 D
Fund FG-SEA, a series of Forge Investments LLC
File 021-573690
$522,532$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Jan 20, 2026 D
Fund FG-IDA a series of Forge Investments
File 021-570345
$23,100$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Jan 16, 2026 D/A
Fund FG-DOG a series of Forge Investments
File 021-568764
$747,402$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Jan 14, 2026 D
Fund FG-LUV, a series of Forge Investments LLC
File 021-569917
$0$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Jan 12, 2026 D
Fund FG-LJS, a series of Forge Investments, LLC
File 021-569681
$280,405$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Jan 12, 2026 D
Fund FG-CAT a series of Forge Investments LLC
File 021-569677
$545,144$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Nov 17, 2025 D/A
Fund FG-MHM, a series of Forge Investments LLC
File 021-409361
$1,871,394$0$7,662
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Nov 13, 2025 D
Fund FG-ANT a Series of Forge Investments LLC
File 021-563864
$9,452$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Oct 30, 2025 D/A
Fund FG-JMW, a series of Forge Investments LLC
File 021-501836
$128,104$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Oct 30, 2025 D/A
Fund FG-LQA, a series of Forge Investments LLC
File 021-266109
$220,010$0$10,040
This amount represents a one-time cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Oct 21, 2025 D/A
Fund FG-ZBZ, a series of Forge Investments, LLC
File 021-374760
$196,685$0$9,412
This amount represents a one time fixed cost to cover fund organizational and operating expenses.
Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Oct 21, 2025 D/A
Fund FG-CRF, a series of Forge Investments LLC
File 021-405157
$10,001$0$6,662
This amount represents a one-time cost to cover fund organizational and operating expenses.
FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Oct 20, 2025 D/A
Fund FG-WTS, a series of Forge Investments, LLC
File 021-533520
$72,642$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Oct 9, 2025 D/A
Fund FG-KKR, a series of Forge Investments LLC
File 021-515464
$162,066$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Oct 8, 2025 D/A
Fund FG-JTH, a series of Forge Investments, LLC
File 021-334115
$234,881$0$0Forge Securities LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Oct 8, 2025 D/A
Fund FG-JLS, a series of Forge Investments, LLC
File 021-512254
$619,627$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Sep 24, 2025 D
Fund FG-CDC, a series of Forge Investments LLC
File 021-558428
$98,937$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Jul 29, 2025 D
Fund FG-NMO, a series of Forge Investments, LLC
File 021-553114
$41,228$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Mar 17, 2025 D
Fund FG-LVT, a series of Forge Investments, LLC
File 021-541108
$73,494$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Feb 20, 2025 D
Fund FG-RBL, a series of Forge Investments, LLC
File 021-538810
$290,429$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
Apr 10, 2024 D
Fund FG-APG, a series of Forge Investments LLC
File 021-510172
$15,125$0$0FORGE SECURITIES LLC BrokerCheck CRD 134596 ↗EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 137

Every issuer that named Grant George on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

Pooled Investment Fund · group: Forge

Fund FG-BNI a Series of Forge Investments

San Francisco, CA · Sep 17, 2026
  • Sep 17, 2026 · D · $1,813,995 sold of Indefinite · 14 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1.81M from 14 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-BRB, a series of Forge Investments LLC

San Francisco, CA · May 22, 2025 → Aug 14, 2026 · 2 filings
  • Aug 14, 2026 · D/A · $4,303,950 sold of Indefinite · 38 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • May 22, 2025 · D · $4,303,950 sold of Indefinite · 38 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $4.3M from 38 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-FOX a series of Forge Global Investments

San Francisco, CA · Aug 7, 2026
  • Aug 7, 2026 · D · $2,281,457 sold of Indefinite · 10 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $2.28M from 10 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Aug 15, 2025 → Aug 5, 2026 · 3 filings
  • Aug 5, 2026 · D/A · $4,215,007 sold of Indefinite · 24 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Apr 21, 2026 · D/A · $4,215,007 sold of Indefinite · 24 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Aug 15, 2025 · D · $1,839,235 sold of Indefinite · 24 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $4.22M from 24 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-VAL a series of Forge Investments

San Francisco, CA · Jul 9, 2026
  • Jul 9, 2026 · D · $5,216,312 sold of Indefinite · 33 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $5.22M from 33 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-UFO, a series of Forge Investments LLC

San Francisco, CA · Jun 5, 2026
  • Jun 5, 2026 · D · $114,468,605 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $114.5M from 1 investor as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG- BNV a Series of Forge Global Investments

San Francisco, CA · Jun 4, 2026
  • Jun 4, 2026 · D · $2,700,000 sold of Indefinite · 9 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $2.7M from 9 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-MBW, a series of Forge Investments LLC

San Francisco, CA · Oct 9, 2025 → Jun 1, 2026 · 3 filings
  • Jun 1, 2026 · D/A · $138,962,040 sold of Indefinite · 99 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Apr 23, 2026 · D/A · $138,962,040 sold of Indefinite · 99 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 9, 2025 · D/A · $85,928,913 sold of Indefinite · 91 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $139M from 99 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-DGO, a series of Forge Investments LLC

San Francisco, CA · Oct 21, 2025 → Jun 1, 2026 · 3 filings
  • Jun 1, 2026 · D/A · $66,284,977 sold of Indefinite · 81 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Apr 21, 2026 · D/A · $66,284,977 sold of Indefinite · 81 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 21, 2025 · D/A · $31,692,349 sold of Indefinite · 78 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $66.3M from 81 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-NHT a Series of Forge Investments

San Francisco, CA · May 28, 2026
  • May 28, 2026 · D · $932,841 sold of Indefinite · 4 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $933K from 4 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-ACE, a series of Forge Investments LLC

San Francisco, CA · May 19, 2026
  • May 19, 2026 · D · $999,996 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1000K from 2 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-ZTH a series of Forge Investments LLC

San Francisco, CA · May 19, 2026
  • May 19, 2026 · D · $1,980,000 sold of Indefinite · 10 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1.98M from 10 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Feb 20, 2025 → May 8, 2026 · 2 filings
  • May 8, 2026 · D/A · $54,667 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (PRINCIPAL OF THE MANAGER) EDGAR ↗
  • Feb 20, 2025 · D · $100,001 sold of Indefinite · 1 investors · min. $20,000 · role: Executive Officer (PRINCIPAL OF THE MANAGER) EDGAR ↗

Raised $100K from 1 investor as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, DE · Jun 27, 2025 → May 8, 2026 · 2 filings
  • May 8, 2026 · D/A · $185,426 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Jun 27, 2025 · D · $101,200 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $185K from 1 investor as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-IEW a Series of Forge Investments

San Francisco, CA · May 8, 2026
  • May 8, 2026 · D · $2,766,762 sold of Indefinite · 25 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $2.77M from 25 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-ANO, a series of Forge Investments LLC

San Francisco, CA · Sep 24, 2025 → May 5, 2026 · 2 filings
  • May 5, 2026 · D/A · $222,464,441 sold of Indefinite · 102 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Sep 24, 2025 · D/A · $132,922,559 sold of Indefinite · 100 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $222.5M from 102 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-ZPX, a series of Forge Investments LLC

San Francisco, CA · Oct 31, 2025 → Apr 28, 2026 · 2 filings
  • Apr 28, 2026 · D/A · $97,400 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 31, 2025 · D/A · $97,400 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $172K from 2 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-XYE, a series of Forge Investments LLC

San Francisco, CA · Jan 8, 2024 → Apr 28, 2026 · 3 filings
  • Apr 28, 2026 · D/A · $70,000 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 21, 2025 · D/A · $70,000 sold of Indefinite · 3 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Jan 8, 2024 · D · $105,000 sold of Indefinite · 4 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $105K from 4 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-WHQ, a series of Forge Investments LLC

San Francisco, CA · Oct 20, 2025 → Apr 28, 2026 · 2 filings
  • Apr 28, 2026 · D/A · $2,365,505 sold of Indefinite · 5 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 20, 2025 · D/A · $2,796,218 sold of Indefinite · 5 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $5.68M from 5 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Jul 10, 2025 → Apr 28, 2026 · 2 filings
  • Apr 28, 2026 · D/A · $15,527,470 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Jul 10, 2025 · D · $9,994,416 sold of Indefinite · 3 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $15.5M from 3 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-VZX, a series of Forge Investments LLC

San Francisco, CA · Apr 28, 2026
  • Apr 28, 2026 · D/A · $3,251,839 sold of Indefinite · 57 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $12.3M from 62 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-VNT, a series of Forge Investments LLC

San Francisco, CA · Oct 20, 2025 → Apr 28, 2026 · 2 filings
  • Apr 28, 2026 · D/A · $147,901 sold of Indefinite · 12 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 20, 2025 · D/A · $229,268 sold of Indefinite · 12 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1.45M from 12 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Oct 21, 2025 → Apr 28, 2026 · 2 filings
  • Apr 28, 2026 · D/A · $504,291 sold of Indefinite · 47 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 21, 2025 · D/A · $6,527,326 sold of Indefinite · 47 investors · min. $5,000 · role: Executive Officer (Officer of the Issuer's Manager) EDGAR ↗

Raised $6.53M from 47 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Aug 14, 2024 → Apr 28, 2026 · 3 filings
  • Apr 28, 2026 · D/A · $1,014,553 sold of Indefinite · 16 investors · min. $5,000 · role: Executive Officer (Principal of the Fund) EDGAR ↗
  • Oct 20, 2025 · D/A · $472,792 sold of Indefinite · 8 investors · min. $5,000 · role: Executive Officer (Principal of the Fund) EDGAR ↗
  • Aug 14, 2024 · D · $548,214 sold of Indefinite · 8 investors · min. $20,000 · role: Executive Officer (Principal of the Fund) EDGAR ↗

Raised $1.01M from 16 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-VDA, a series of Forge Investments LLC

San Francisco, CA · Oct 20, 2025 → Apr 28, 2026 · 2 filings
  • Apr 28, 2026 · D/A · $97,760 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 20, 2025 · D/A · $96,512 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $291K from 1 investor as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Nov 3, 2025 → Apr 28, 2026 · 2 filings
  • Apr 28, 2026 · D/A · $543,350 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Nov 3, 2025 · D/A · $261,000 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $543K from 2 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Oct 20, 2025 → Apr 28, 2026 · 2 filings
  • Apr 28, 2026 · D/A · $1,686,636 sold of Indefinite · 23 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 20, 2025 · D/A · $2,318,675 sold of Indefinite · 26 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $5.35M from 26 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-LED, a series of Forge Investments LLC

San Francisco, CA · Mar 6, 2026 → Apr 28, 2026 · 2 filings
  • Apr 28, 2026 · D/A · $770,000 sold of Indefinite · 6 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Mar 6, 2026 · D · $770,000 sold of Indefinite · 6 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $770K from 6 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Nov 3, 2025 → Apr 27, 2026 · 2 filings
  • Apr 27, 2026 · D/A · $328,323 sold of Indefinite · 6 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Nov 3, 2025 · D/A · $1,035,759 sold of Indefinite · 6 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1.72M from 6 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-UBW, a series of Forge Investments LLC

San Francisco, CA · Oct 30, 2025 → Apr 27, 2026 · 2 filings
  • Apr 27, 2026 · D/A · $45,913,196 sold of Indefinite · 48 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 30, 2025 · D/A · $42,947,533 sold of Indefinite · 82 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $84.7M from 82 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Oct 17, 2025 → Apr 27, 2026 · 2 filings
  • Apr 27, 2026 · D/A · $3,293,250 sold of Indefinite · 25 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 17, 2025 · D/A · $3,935,433 sold of Indefinite · 25 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $11.7M from 25 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-TMS, a series of Forge Investments LLC

San Francisco, CA · May 13, 2024 → Apr 27, 2026 · 3 filings
  • Apr 27, 2026 · D/A · $883,500 sold of Indefinite · 4 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 17, 2025 · D/A · $930,000 sold of Indefinite · 85 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • May 13, 2024 · D · $3,502,000 sold of Indefinite · 84 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $3.5M from 85 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-TJC, a series of Forge Investments LLC

San Francisco, CA · Oct 30, 2025 → Apr 27, 2026 · 2 filings
  • Apr 27, 2026 · D/A · $334,252 sold of Indefinite · 42 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 30, 2025 · D/A · $760,900 sold of Indefinite · 42 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $11.2M from 42 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-SMP, a series of Forge Investments LLC

San Francisco, CA · May 20, 2024 → Apr 27, 2026 · 3 filings
  • Apr 27, 2026 · D/A · $66,411,729 sold of Indefinite · 53 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 16, 2025 · D/A · $39,681,766 sold of Indefinite · 54 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • May 20, 2024 · D · $14,547,367 sold of Indefinite · 31 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $66.4M from 54 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-RTA, a series of Forge Investments LLC

San Francisco, CA · Oct 16, 2025 → Apr 27, 2026 · 2 filings
  • Apr 27, 2026 · D/A · $24,700,386 sold of Indefinite · 19 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 16, 2025 · D/A · $16,339,797 sold of Indefinite · 23 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $24.7M from 27 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Oct 16, 2025 → Apr 27, 2026 · 2 filings
  • Apr 27, 2026 · D/A · $637,699 sold of Indefinite · 49 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 16, 2025 · D/A · $1,451,674 sold of Indefinite · 50 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $17.6M from 56 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-RJJ, a series of Forge Investments LLC

San Francisco, CA · Oct 30, 2025 → Apr 27, 2026 · 2 filings
  • Apr 27, 2026 · D/A · $102,950 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 30, 2025 · D/A · $105,473 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $105K from 2 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-QUN, a series of Forge Investments LLC

San Francisco, CA · Oct 14, 2025 → Apr 27, 2026 · 3 filings
  • Apr 27, 2026 · D/A · $18,693,082 sold of Indefinite · 51 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Dec 10, 2025 · D/A · $4,453,743 sold of Indefinite · 20 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 14, 2025 · D/A · $4,453,743 sold of Indefinite · 20 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $18.7M from 51 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-DEX a Series of Forge Investments

San Francisco, CA · Apr 27, 2026
  • Apr 27, 2026 · D · $4,520,800 sold of Indefinite · 7 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $4.52M from 7 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-OZP, a series of Forge Investments LLC

San Francisco, CA · Apr 27, 2026
  • Apr 27, 2026 · D/A · $290,141 sold of Indefinite · 5 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $2.29M from 5 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-PKZ, a series of Forge Investments LLC

San Francisco, CA · Oct 30, 2025 → Apr 27, 2026 · 2 filings
  • Apr 27, 2026 · D/A · $503,619 sold of Indefinite · 5 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 30, 2025 · D/A · $371,918 sold of Indefinite · 5 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $504K from 5 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Oct 14, 2025 → Apr 27, 2026 · 2 filings
  • Apr 27, 2026 · D/A · $1,302,266 sold of Indefinite · 60 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 14, 2025 · D/A · $2,964,505 sold of Indefinite · 59 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $23.2M from 60 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-QRK, a series of Forge Investments LLC

San Francisco, CA · Oct 14, 2025 → Apr 27, 2026 · 3 filings
  • Apr 27, 2026 · D/A · $2,193,268 sold of Indefinite · 28 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 14, 2025 · D/A · $4,453,743 sold of Indefinite · 20 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 14, 2025 · D/A · $787,131 sold of Indefinite · 46 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $12.1M from 46 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-PAW, a series of Forge Investments LLC

San Francisco, CA · Oct 31, 2023 → Apr 27, 2026 · 3 filings
  • Apr 27, 2026 · D/A · $100,000 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Nov 18, 2025 · D/A · $106,800 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 31, 2023 · D · $100,000 sold of Indefinite · 1 investors · min. $20,000 · role: Executive Officer (Principal and CEO of the Manager) EDGAR ↗

Raised $107K from 1 investor as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-PNR, a series of Forge Investments LLC

San Francisco, CA · Apr 27, 2026
  • Apr 27, 2026 · D/A · $29,676 sold of Indefinite · 11 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1.1M from 11 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-ONW, a series of Forge Investments LLC

San Francisco, CA · Oct 14, 2025 → Apr 23, 2026 · 2 filings
  • Apr 23, 2026 · D/A · $2,156,488 sold of Indefinite · 25 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 14, 2025 · D/A · $2,714,200 sold of Indefinite · 25 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $6.26M from 29 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-OAK, a series of Forge Investments LLC

San Francisco, CA · Aug 14, 2024 → Apr 23, 2026 · 3 filings
  • Apr 23, 2026 · D/A · $5,813,470 sold of Indefinite · 42 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 14, 2025 · D/A · $918,750 sold of Indefinite · 20 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Aug 14, 2024 · D · $477,750 sold of Indefinite · 11 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $5.81M from 42 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-NTP, a series of Forge Investments LLC

San Francisco, CA · Oct 21, 2025 → Apr 23, 2026 · 2 filings
  • Apr 23, 2026 · D/A · $909,144 sold of Indefinite · 4 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 21, 2025 · D/A · $1,277,464 sold of Indefinite · 4 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1.28M from 4 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, DE · Jul 29, 2025 → Apr 23, 2026 · 3 filings
  • Apr 23, 2026 · D/A · $9,087,364 sold of Indefinite · 16 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Nov 17, 2025 · D · $8,000,603 sold of Indefinite · 10 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Jul 29, 2025 · D · $1,000,002 sold of Indefinite · 7 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $9.09M from 16 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Jun 14, 2024 → Apr 23, 2026 · 3 filings
  • Apr 23, 2026 · D/A · $200,000 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 9, 2025 · D/A · $200,000 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Jun 14, 2024 · D · $200,000 sold of Indefinite · 1 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $200K from 1 investor as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-NAS, a series of Forge Investments LLC

San Francisco, CA · Oct 9, 2025 → Apr 23, 2026 · 2 filings
  • Apr 23, 2026 · D/A · $66,120,502 sold of Indefinite · 72 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 9, 2025 · D/A · $38,749,126 sold of Indefinite · 80 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $66.1M from 80 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-MXY, a series of Forge Investments LLC

San Francisco, CA · Oct 9, 2025 → Apr 23, 2026 · 2 filings
  • Apr 23, 2026 · D/A · $31,538,607 sold of Indefinite · 29 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 9, 2025 · D/A · $6,515,922 sold of Indefinite · 35 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $31.5M from 35 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Mar 27, 2024 → Apr 23, 2026 · 3 filings
  • Apr 23, 2026 · D/A · $2,465,456 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 30, 2025 · D/A · $3,000,002 sold of Indefinite · 83 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Mar 27, 2024 · D · $3,000,003 sold of Indefinite · 83 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $3M from 83 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-MRB, a series of Forge Investments LLC

San Francisco, CA · Oct 9, 2025 → Apr 23, 2026 · 2 filings
  • Apr 23, 2026 · D/A · $70,200 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 9, 2025 · D/A · $71,012 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $325K from 2 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Oct 9, 2025 → Apr 23, 2026 · 2 filings
  • Apr 23, 2026 · D/A · $800,064 sold of Indefinite · 6 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 9, 2025 · D/A · $761,856 sold of Indefinite · 6 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1.85M from 6 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Oct 30, 2025 → Apr 23, 2026 · 2 filings
  • Apr 23, 2026 · D/A · $380,474,061 sold of Indefinite · 85 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 30, 2025 · D/A · $227,649,173 sold of Indefinite · 96 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $380.5M from 96 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Aug 14, 2024 → Apr 23, 2026 · 3 filings
  • Apr 23, 2026 · D/A · $2,897,978 sold of Indefinite · 43 investors · min. $5,000 · role: Executive Officer (Principal of the Fund) EDGAR ↗
  • Nov 17, 2025 · D/A · $1,235,900 sold of Indefinite · 20 investors · min. $5,000 · role: Executive Officer (Principal of the Fund) EDGAR ↗
  • Aug 14, 2024 · D · $158,700 sold of Indefinite · 6 investors · min. $20,000 · role: Executive Officer (Principal of the Fund) EDGAR ↗

Raised $2.9M from 43 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-LYW, a series of Forge Investments LLC

San Francisco, CA · Oct 21, 2025 → Apr 23, 2026 · 2 filings
  • Apr 23, 2026 · D/A · $110,864 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 21, 2025 · D/A · $0 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $244K from 1 investor as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-LSK, a series of Forge Investments LLC

San Francisco, CA · Oct 9, 2025 → Apr 23, 2026 · 2 filings
  • Apr 23, 2026 · D/A · $353,400 sold of Indefinite · 9 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 9, 2025 · D/A · $415,765 sold of Indefinite · 9 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $971K from 11 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Sep 11, 2025 → Apr 23, 2026 · 2 filings
  • Apr 23, 2026 · D/A · $2,857,530 sold of Indefinite · 41 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Sep 11, 2025 · D · $1,443,714 sold of Indefinite · 34 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $2.86M from 41 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-KOI a series of Forge Investments LLC

San Francisco, CA · Nov 3, 2025 → Apr 23, 2026 · 2 filings
  • Apr 23, 2026 · D/A · $547,119 sold of Indefinite · 19 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Nov 3, 2025 · D · $2,997,680 sold of Indefinite · 19 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $3M from 19 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Apr 24, 2025 → Apr 23, 2026 · 2 filings
  • Apr 23, 2026 · D/A · $11,342,240 sold of Indefinite · 36 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Apr 24, 2025 · D · $6,441,795 sold of Indefinite · 44 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $11.3M from 44 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-MCS, a series of Forge Investments LLC

San Francisco, CA · Sep 23, 2025 → Apr 23, 2026 · 2 filings
  • Apr 23, 2026 · D/A · $965,215 sold of Indefinite · 8 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Sep 23, 2025 · D · $614,768 sold of Indefinite · 8 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $965K from 8 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Oct 9, 2025 → Apr 23, 2026 · 2 filings
  • Apr 23, 2026 · D/A · $140,342,206 sold of Indefinite · 53 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 9, 2025 · D/A · $83,854,503 sold of Indefinite · 51 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $140.3M from 53 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-KMF, a series of Forge Investments LLC

San Francisco, CA · Feb 29, 2024 → Apr 21, 2026 · 3 filings
  • Apr 21, 2026 · D/A · $140,000 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Nov 17, 2025 · D/A · $140,000 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Feb 29, 2024 · D · $100,000 sold of Indefinite · 2 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $140K from 2 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-KLR, a series of Forge Investments LLC

San Francisco, CA · Feb 29, 2024 → Apr 21, 2026 · 3 filings
  • Apr 21, 2026 · D/A · $6,001,700 sold of Indefinite · 6 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 9, 2025 · D/A · $1,836,550 sold of Indefinite · 109 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Feb 29, 2024 · D · $1,388,184 sold of Indefinite · 106 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $6M from 109 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-JVW, a series of Forge Investments LLC

San Francisco, CA · Oct 8, 2025 → Apr 21, 2026 · 2 filings
  • Apr 21, 2026 · D/A · $291 sold of Indefinite · 3 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 8, 2025 · D/A · $130,000 sold of Indefinite · 3 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $700K from 3 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-JTP, a series of Forge Investments LLC

San Francisco, CA · Apr 21, 2023 → Apr 21, 2026 · 3 filings
  • Apr 21, 2026 · D/A · $7,044,950 sold of Indefinite · 7 investors · min. $5,000 · role: Executive Officer (Principal of Manager) EDGAR ↗
  • Oct 30, 2025 · D/A · $3,240,677 sold of Indefinite · 72 investors · min. $5,000 · role: Executive Officer (Principal of Manager) EDGAR ↗
  • Apr 21, 2023 · D · $1,791,374 sold of Indefinite · 33 investors · min. $20,000 · role: Executive Officer (Principal of Forge Global Advisors LLC, the Manager of the Fund) EDGAR ↗

Raised $7.04M from 72 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-JOR, a series of Forge Investments LLC

San Francisco, CA · Oct 11, 2023 → Apr 21, 2026 · 3 filings
  • Apr 21, 2026 · D/A · $617,150 sold of Indefinite · 9 investors · min. $5,000 · role: Executive Officer (Principal of Forge Global Advisors LLC, the Manager of the Fund) EDGAR ↗
  • Oct 8, 2025 · D/A · $313,851 sold of Indefinite · 3 investors · min. $5,000 · role: Executive Officer (Principal of Forge Global Advisors LLC, the Manager of the Fund) EDGAR ↗
  • Oct 11, 2023 · D · $591,578 sold of Indefinite · 3 investors · min. $20,000 · role: Executive Officer (Principal of Forge Global Advisors LLC, the Manager of the Fund) EDGAR ↗

Raised $800K from 9 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Oct 8, 2025 → Apr 21, 2026 · 2 filings
  • Apr 21, 2026 · D/A · $42,487 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 8, 2025 · D/A · $148,133 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $148K from 1 investor as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-JES, a series of Forge Investments LLC

San Francisco, CA · Oct 8, 2025 → Apr 21, 2026 · 2 filings
  • Apr 21, 2026 · D/A · $1,104,000 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 8, 2025 · D/A · $1,200,000 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1.2M from 1 investor as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-JEM, a series of Forge Investments LLC

San Francisco, CA · Oct 21, 2025 → Apr 21, 2026 · 2 filings
  • Apr 21, 2026 · D/A · $1,214,489 sold of Indefinite · 4 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 21, 2025 · D/A · $1,806,678 sold of Indefinite · 4 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1.81M from 4 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-IMF, a series of Forge Investments LLC

San Francisco, CA · Oct 8, 2025 → Apr 21, 2026 · 2 filings
  • Apr 21, 2026 · D/A · $6,662,590 sold of Indefinite · 29 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 8, 2025 · D/A · $2,605,350 sold of Indefinite · 30 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $6.66M from 30 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Mar 18, 2024 → Apr 21, 2026 · 3 filings
  • Apr 21, 2026 · D/A · $24,320,190 sold of Indefinite · 58 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 8, 2025 · D/A · $1,208,076 sold of Indefinite · 59 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Mar 18, 2024 · D · $1,000,041 sold of Indefinite · 1 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $24.3M from 59 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Oct 7, 2025 → Apr 21, 2026 · 2 filings
  • Apr 21, 2026 · D/A · $167,958 sold of Indefinite · 5 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 7, 2025 · D/A · $453,096 sold of Indefinite · 5 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $453K from 7 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Jan 13, 2025 → Apr 21, 2026 · 2 filings
  • Apr 21, 2026 · D/A · $10,616,662 sold of Indefinite · 10 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Jan 13, 2025 · D · $4,166,622 sold of Indefinite · 6 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $10.6M from 10 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-HAL, a series of Forge Investments LLC

San Francisco, CA · Oct 7, 2025 → Apr 21, 2026 · 2 filings
  • Apr 21, 2026 · D/A · $62,713 sold of Indefinite · 5 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 7, 2025 · D/A · $811,728 sold of Indefinite · 6 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $812K from 6 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Dec 3, 2024 → Apr 21, 2026 · 3 filings
  • Apr 21, 2026 · D/A · $6,632,050 sold of Indefinite · 67 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 7, 2025 · D/A · $536,850 sold of Indefinite · 29 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Dec 3, 2024 · D · $292,000 sold of Indefinite · 4 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $6.63M from 67 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-HAP a series of Forge Investments LLC

San Francisco, CA · Sep 15, 2025 → Apr 21, 2026 · 2 filings
  • Apr 21, 2026 · D/A · $2,799,822 sold of Indefinite · 10 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Sep 15, 2025 · D · $2,800,000 sold of Indefinite · 10 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $2.8M from 10 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-GZX, a series of Forge Investments LLC

San Francisco, CA · Oct 21, 2025 → Apr 21, 2026 · 2 filings
  • Apr 21, 2026 · D/A · $15,422,018 sold of Indefinite · 4 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 21, 2025 · D/A · $15,422,018 sold of Indefinite · 4 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $15.4M from 4 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-HMS, a series of Forge Investments LLC

San Francisco, CA · Nov 22, 2023 → Apr 21, 2026 · 3 filings
  • Apr 21, 2026 · D/A · $716,611 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 8, 2025 · D/A · $1,433,223 sold of Indefinite · 50 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Nov 22, 2023 · D · $3,480,000 sold of Indefinite · 2 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $3.48M from 50 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-GRG, a series of Forge Investments LLC

San Francisco, CA · Oct 7, 2025 → Apr 21, 2026 · 2 filings
  • Apr 21, 2026 · D/A · $176,628 sold of Indefinite · 23 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 7, 2025 · D/A · $159,198 sold of Indefinite · 23 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $4.42M from 25 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-ETY, a series of Forge Investments LLC

San Francisco, CA · Jun 3, 2024 → Apr 20, 2026 · 3 filings
  • Apr 20, 2026 · D/A · $94,494 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 6, 2025 · D/A · $94,494 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Jun 3, 2024 · D · $100,035 sold of Indefinite · 65 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $100K from 65 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-GGT, a series of Forge Investments LLC

San Francisco, CA · Oct 7, 2025 → Apr 20, 2026 · 2 filings
  • Apr 20, 2026 · D/A · $909,089 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 7, 2025 · D/A · $291,095 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $2.16M from 2 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-DXL, a series of Forge Investments LLC

San Francisco, CA · Oct 6, 2025 → Apr 20, 2026 · 2 filings
  • Apr 20, 2026 · D/A · $1,985,359 sold of Indefinite · 34 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 6, 2025 · D/A · $712,515 sold of Indefinite · 59 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $2.72M from 59 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-DST, a series of Forge Investments LLC

San Francisco, CA · Oct 21, 2025 → Apr 20, 2026 · 2 filings
  • Apr 20, 2026 · D/A · $568,354 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 21, 2025 · D/A · $676,448 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $676K from 1 investor as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-EDU, a series of Forge Investments LLC

San Francisco, CA · Oct 11, 2023 → Apr 20, 2026 · 3 filings
  • Apr 20, 2026 · D/A · $1,642,050 sold of Indefinite · 11 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 6, 2025 · D/A · $329,529 sold of Indefinite · 5 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 11, 2023 · D · $100,422 sold of Indefinite · 2 investors · min. $20,000 · role: Executive Officer (Principal of Forge Global Advisors LLC, the Manager of the Fund) EDGAR ↗

Raised $1.64M from 11 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-GMV, a series of Forge Investments LLC

San Francisco, CA · Jun 7, 2024 → Apr 20, 2026 · 3 filings
  • Apr 20, 2026 · D/A · $553,350 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 7, 2025 · D/A · $410,550 sold of Indefinite · 49 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Jun 7, 2024 · D · $499,800 sold of Indefinite · 49 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $553K from 49 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-FWX, a series of Forge Investments LLC

San Francisco, CA · Oct 7, 2025 → Apr 20, 2026 · 2 filings
  • Apr 20, 2026 · D/A · $5,773,434 sold of Indefinite · 4 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 7, 2025 · D/A · $8,844,767 sold of Indefinite · 4 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $8.84M from 4 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Oct 18, 2024 → Apr 20, 2026 · 3 filings
  • Apr 20, 2026 · D/A · $338,026 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 7, 2025 · D/A · $173,219 sold of Indefinite · 49 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 18, 2024 · D · $210,255 sold of Indefinite · 50 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $338K from 50 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-FYA, a series of Forge Investments LLC

San Francisco, CA · Oct 7, 2025 → Apr 20, 2026 · 2 filings
  • Apr 20, 2026 · D/A · $4,200,000 sold of Indefinite · 3 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 7, 2025 · D/A · $4,268,000 sold of Indefinite · 3 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $16.7M from 4 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-GPR, a series of Forge Investments LLC

San Francisco, CA · Oct 21, 2025 → Apr 20, 2026 · 2 filings
  • Apr 20, 2026 · D/A · $451,220 sold of Indefinite · 10 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 21, 2025 · D/A · $812,840 sold of Indefinite · 10 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $830K from 10 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-EXB, a series of Forge Investments LLC

San Francisco, CA · Feb 29, 2024 → Apr 20, 2026 · 3 filings
  • Apr 20, 2026 · D/A · $466,774 sold of Indefinite · 7 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Nov 19, 2025 · D/A · $54,150 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Feb 29, 2024 · D · $52,250 sold of Indefinite · 1 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $467K from 7 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-BLU, a series of Forge Investments LLC

San Francisco, CA · Apr 10, 2024 → Apr 17, 2026 · 3 filings
  • Apr 17, 2026 · D/A · $397,335,644 sold of Indefinite · 148 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Sep 29, 2025 · D/A · $119,324,667 sold of Indefinite · 248 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Apr 10, 2024 · D · $24,999,779 sold of Indefinite · 144 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $397.3M from 248 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-DBD, a series of Forge Investments LLC

San Francisco, CA · Oct 21, 2025 → Apr 17, 2026 · 2 filings
  • Apr 17, 2026 · D/A · $26,030 sold of Indefinite · 7 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 21, 2025 · D/A · $173,310 sold of Indefinite · 7 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $620K from 7 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-DPU, a series of Forge Investments LLC

San Francisco, CA · Oct 21, 2025 → Apr 17, 2026 · 2 filings
  • Apr 17, 2026 · D/A · $47,187 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 21, 2025 · D/A · $39,690 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $874K from 2 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Jul 15, 2024 → Apr 17, 2026 · 3 filings
  • Apr 17, 2026 · D/A · $490,000 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Sep 29, 2025 · D/A · $175,000 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Jul 15, 2024 · D · $200,000 sold of Indefinite · 1 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $490K from 1 investor as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-CWJ, a series of Forge Investments LLC

San Francisco, CA · Oct 3, 2025 → Apr 17, 2026 · 2 filings
  • Apr 17, 2026 · D/A · $681,954 sold of Indefinite · 6 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 3, 2025 · D/A · $971,005 sold of Indefinite · 6 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1.16M from 6 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-BTU, a series of Forge Investments LLC

San Francisco, CA · Sep 29, 2025 → Apr 17, 2026 · 2 filings
  • Apr 17, 2026 · D/A · $481,040 sold of Indefinite · 10 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Sep 29, 2025 · D/A · $172,017 sold of Indefinite · 10 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1.79M from 12 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-BXW, a series of Forge Investments LLC

San Francisco, CA · Oct 3, 2025 → Apr 17, 2026 · 2 filings
  • Apr 17, 2026 · D/A · $732,061 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 3, 2025 · D · $621,708 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $3.23M from 2 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-ASP a series of Forge Investments LLC

San Francisco, CA · Nov 10, 2025 → Apr 15, 2026 · 2 filings
  • Apr 15, 2026 · D/A · $6,618,437 sold of Indefinite · 19 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Nov 10, 2025 · D · $6,278,610 sold of Indefinite · 17 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $6.62M from 19 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-BDF, a series of Forge Investments LLC

San Francisco, CA · May 2, 2024 → Apr 15, 2026 · 3 filings
  • Apr 15, 2026 · D/A · $17,686,305 sold of Indefinite · 9 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Sep 29, 2025 · D/A · $3,068,314 sold of Indefinite · 89 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • May 2, 2024 · D · $1,620,000 sold of Indefinite · 29 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $17.7M from 89 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Jul 24, 2024 → Apr 15, 2026 · 3 filings
  • Apr 15, 2026 · D/A · $72,896 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the manager) EDGAR ↗
  • Oct 20, 2025 · D/A · $52,132 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the manager) EDGAR ↗
  • Jul 24, 2024 · D · $67,027 sold of Indefinite · 1 investors · min. $20,000 · role: Director (Principal of the manager) EDGAR ↗

Raised $73K from 1 investor as of the latest filing. Grant is listed as executive officer, director on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Sep 29, 2025 → Apr 14, 2026 · 2 filings
  • Apr 14, 2026 · D/A · $4,363,328 sold of Indefinite · 56 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Sep 29, 2025 · D/A · $5,450,470 sold of Indefinite · 88 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $15.5M from 88 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-ARQ, a series of Forge Investments LLC

San Francisco, CA · Sep 29, 2025 → Apr 14, 2026 · 2 filings
  • Apr 14, 2026 · D/A · $858,000 sold of Indefinite · 11 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Sep 29, 2025 · D/A · $1,406,250 sold of Indefinite · 11 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1.69M from 13 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-ARE, a series of Forge Investments LLC

San Francisco, CA · Jun 11, 2025 → Apr 14, 2026 · 2 filings
  • Apr 14, 2026 · D/A · $1,853,952 sold of Indefinite · 6 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Jun 11, 2025 · D · $100,257 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1.85M from 6 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-APG, a series of Forge Investments LLC

San Francisco, CA · Apr 10, 2024 → Apr 14, 2026 · 4 filings
  • Apr 14, 2026 · D/A · $435,930 sold of Indefinite · 5 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 20, 2025 · D/A · $256,685 sold of Indefinite · 5 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Apr 10, 2024 · D · $302,500 sold of Indefinite · 6 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Apr 10, 2024 · D · $302,500 sold of Indefinite · 6 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $436K from 6 investors as of the latest filing. Grant is listed as executive officer on 4 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-APA, a series of Forge Investments LLC

San Francisco, CA · Sep 29, 2025 → Apr 14, 2026 · 2 filings
  • Apr 14, 2026 · D/A · $1,059,768 sold of Indefinite · 5 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Sep 29, 2025 · D/A · $1,761,408 sold of Indefinite · 5 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $2.57M from 5 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-AHF, a series of Forge Investments LLC

San Francisco, CA · Sep 24, 2025 → Apr 14, 2026 · 2 filings
  • Apr 14, 2026 · D/A · $1,058,200 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Sep 24, 2025 · D/A · $1,355,640 sold of Indefinite · 83 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $3M from 83 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Apr 10, 2024 → Apr 14, 2026 · 3 filings
  • Apr 14, 2026 · D/A · $41,734,997 sold of Indefinite · 45 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Sep 19, 2025 · D/A · $12,533,521 sold of Indefinite · 75 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Apr 10, 2024 · D · $5,785,228 sold of Indefinite · 47 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $41.7M from 75 investors as of the latest filing. Grant is listed as executive officer on 3 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-CMC a Series of Forge Investments

San Francisco, CA · Apr 7, 2026
  • Apr 7, 2026 · D · $36,366,698 sold of Indefinite · 41 investors · min. $100,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $36.4M from 41 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-JUW a Series of Forge Investments

San Francisco, CA · Apr 6, 2026
  • Apr 6, 2026 · D · $2,071,075 sold of Indefinite · 11 investors · min. $100,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $2.07M from 11 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-WIL a Series of Forge Investments

San Francisco, CA · Mar 20, 2026 → Mar 24, 2026 · 2 filings
  • Mar 24, 2026 · D · $6,232,635 sold of Indefinite · 25 investors · min. $100,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Mar 20, 2026 · D · $6,232,635 sold of Indefinite · 51 investors · min. $100,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $6.23M from 51 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Pooled Investment Fund · group: Forge

Fund FG-PIE a series a Forge Investments LLC

San Francisco, CA · Mar 20, 2026
  • Mar 20, 2026 · D · $4,264,003 sold of Indefinite · 50 investors · min. $100,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $4.26M from 50 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-ORV a Series of Forge Investments

San Francisco, CA · Mar 16, 2026
  • Mar 16, 2026 · D · $1,126,970 sold of Indefinite · 10 investors · min. $100,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1.13M from 10 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-GRT, a series of Forge Investments LLC

San Francisco, CA · Mar 16, 2026
  • Mar 16, 2026 · D · $10,022,873 sold of Indefinite · 51 investors · min. $100,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $10M from 51 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-ZCD a Series of Forge Investments

San Francisco, CA · Mar 2, 2026
  • Mar 2, 2026 · D · $1,962,550 sold of Indefinite · 9 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1.96M from 9 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-SEA, a series of Forge Investments LLC

San Francisco, CA · Feb 17, 2026
  • Feb 17, 2026 · D · $6,919,207 sold of Indefinite · 5 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $6.92M from 5 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-UBE, a series of Forge Investments LLC

San Francisco, CA · Feb 17, 2026
  • Feb 17, 2026 · D · $3,876,054 sold of Indefinite · 3 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $3.88M from 3 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-IDA a series of Forge Investments

San Francisco, CA · Jan 20, 2026
  • Jan 20, 2026 · D · $462,000 sold of Indefinite · 3 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $462K from 3 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-DOG a series of Forge Investments

San Francisco, CA · Jan 2, 2026 → Jan 16, 2026 · 2 filings
  • Jan 16, 2026 · D/A · $30,961,947 sold of Indefinite · 43 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Jan 2, 2026 · D · $30,961,947 sold of Indefinite · 43 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $31M from 43 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-LUV, a series of Forge Investments LLC

San Francisco, CA · Jan 14, 2026
  • Jan 14, 2026 · D · $500,040 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $500K from 1 investor as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Jan 12, 2026
  • Jan 12, 2026 · D · $8,383,180 sold of Indefinite · 28 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $8.38M from 28 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-CAT a series of Forge Investments LLC

San Francisco, CA · Jan 12, 2026
  • Jan 12, 2026 · D · $17,343,120 sold of Indefinite · 14 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $17.3M from 14 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-MHM, a series of Forge Investments LLC

San Francisco, CA · Nov 17, 2025
  • Nov 17, 2025 · D/A · $17,102,573 sold of Indefinite · 90 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $17.1M from 90 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-ANT a Series of Forge Investments LLC

San Francisco, CA · Nov 13, 2025
  • Nov 13, 2025 · D · $525,004 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $525K from 2 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-LQA, a series of Forge Investments LLC

San Francisco, CA · Oct 30, 2025
  • Oct 30, 2025 · D/A · $25,290 sold of Indefinite · 14 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $3.43M from 20 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-JMW, a series of Forge Investments LLC

San Francisco, CA · Jan 8, 2024 → Oct 30, 2025 · 2 filings
  • Oct 30, 2025 · D/A · $2,364,887 sold of Indefinite · 1 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Jan 8, 2024 · D · $1,859,416 sold of Indefinite · 1 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $2.36M from 1 investor as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-CRF, a series of Forge Investments LLC

San Francisco, CA · Oct 21, 2025
  • Oct 21, 2025 · D/A · $62,948 sold of Indefinite · 2 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $100K from 2 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Oct 21, 2025
  • Oct 21, 2025 · D/A · $5,506,500 sold of Indefinite · 25 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $9.47M from 27 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Dec 27, 2024 → Oct 20, 2025 · 2 filings
  • Oct 20, 2025 · D/A · $900,000 sold of Indefinite · 15 investors · min. $5,000 · role: Executive Officer (Principal of the manager) EDGAR ↗
  • Dec 27, 2024 · D · $900,000 sold of Indefinite · 13 investors · min. $20,000 · role: Executive Officer (Principal of the manager) EDGAR ↗

Raised $900K from 15 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-KKR, a series of Forge Investments LLC

San Francisco, CA · Jun 7, 2024 → Oct 9, 2025 · 2 filings
  • Oct 9, 2025 · D/A · $2,570,822 sold of Indefinite · 8 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Jun 7, 2024 · D · $1,001,403 sold of Indefinite · 1 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $5.97M from 11 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Oct 20, 2023 → Oct 8, 2025 · 2 filings
  • Oct 8, 2025 · D/A · $3,251,588 sold of Indefinite · 65 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • Oct 20, 2023 · D/A · $912,672 sold of Indefinite · 4 investors · min. $20,000 · role: Executive Officer (Principal/CEO of the Issuer's Manager) EDGAR ↗

Raised $3.25M from 65 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · May 2, 2024 → Oct 8, 2025 · 2 filings
  • Oct 8, 2025 · D/A · $1,118,470 sold of Indefinite · 93 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗
  • May 2, 2024 · D · $149,985 sold of Indefinite · 2 investors · min. $20,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $1.12M from 93 investors as of the latest filing. Grant is listed as executive officer on 2 filings for this deal.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

Fund FG-CDC, a series of Forge Investments LLC

San Francisco, CA · Sep 24, 2025
  • Sep 24, 2025 · D · $2,200,002 sold of Indefinite · 17 investors · min. $5,000 · role: Executive Officer (Principal of the Manager) EDGAR ↗

Raised $4.26M from 17 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, DE · Mar 17, 2025
  • Mar 17, 2025 · D · $4,899,600 sold of Indefinite · 3 investors · min. $20,000 · role: Executive Officer (PRINCIPAL OF THE MANAGER) EDGAR ↗

Raised $4.9M from 3 investors as of the latest filing. Grant is listed as executive officer.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Pooled Investment Fund · group: Forge

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

San Francisco, CA · Feb 20, 2025
  • Feb 20, 2025 · D · $6,354,443 sold of Indefinite · 34 investors · min. $20,000 · role: Executive Officer, Director (PRINCIPAL OF THE MANAGER) EDGAR ↗

Raised $6.35M from 34 investors as of the latest filing. Grant is listed as executive officer, director.

Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Grant 4

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

Management entity

Forge Global Advisors

Director · 275 shared filings (137 issuers) · also on 5 other issuers

Forge Global Advisors is on 142 issuers in total — a repeat sponsor. Their page lists every one.

SM
No photo found yet (own website and image search run after this page is viewed)
Person

Shilpi McGrath

Executive Officer, Director · 262 shared filings (137 issuers) · also on 5 other issuers

Shilpi McGrath is on 142 issuers in total — a repeat sponsor. Their page lists every one.

JD
No photo found yet (own website and image search run after this page is viewed)
Person

Joseph DiGiglio

Executive Officer · 12 shared filings (12 issuers)

Joseph DiGiglio is on 12 issuers in total — a repeat sponsor. Their page lists every one.

DJ
No photo found yet (own website and image search run after this page is viewed)
Person

DiGiglio Joseph

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Grant George. Their page shows their other deals.

The team behind the deals

Sponsor group

Forge

136 issuers · 664 filings · $2.16B reported sold · 2016–2026

One team, 136 deal companies. Grant George is listed on 131 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Grant George.

Sponsor group

Forge

3 issuers · 6 filings · $23.9M reported sold · 2025–2026

One team, 3 deal companies. Grant George is listed on 3 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Grant George.

Sponsor group

Forge

3 issuers · 6 filings · $14.2M reported sold · 2025–2026

One team, 3 deal companies. Grant George is listed on 3 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Grant George.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 137 of the 137 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Fund FG-ANT a Series of Forge Investments LLC, Fund FG-JMW, a series of Forge Investments LLC, Fund FG-KKR, a series of Forge Investments LLC, Fund FG-CDC, a series of Forge Investments LLC, Fund FG-BNI a Series of Forge Investments, Fund FG-BRB, a series of Forge Investments LLC, Fund FG-FOX a series of Forge Global Investments, Fund FG-GWS, a series of Forge Investments, LLC, Fund FG-VAL a series of Forge Investments, Fund FG-UFO, a series of Forge Investments LLC, Fund FG- BNV a Series of Forge Global Investments, Fund FG-DGO, a series of Forge Investments LLC, Fund FG-MBW, a series of Forge Investments LLC, Fund FG-NHT a Series of Forge Investments, Fund FG-ACE, a series of Forge Investments LLC, Fund FG-ZTH a series of Forge Investments LLC, Fund FG-OMM, a series of Forge Investments, LLC, Fund FG-MJM, a series of Forge Investments, LLC, Fund FG-IEW a Series of Forge Investments, Fund FG-ANO, a series of Forge Investments LLC, Fund FG-UYF, a series of Forge Investments, LLC, Fund FG-ZPX, a series of Forge Investments LLC, Fund FG-VNR, a series of Forge Investments, LLC, Fund FG-XYE, a series of Forge Investments LLC, Fund FG-WHQ, a series of Forge Investments LLC, Fund FG-VNT, a series of Forge Investments LLC, Fund FG-VMS, a series of Forge Investments, LLC, Fund FG-VDA, a series of Forge Investments LLC, Fund FG-USR, a series of Forge Investments, LLC, Fund FG-WBU, a series of Forge Investments, LLC, Fund FG-LED, a series of Forge Investments LLC, Fund FG-VZX, a series of Forge Investments LLC, Fund FG-QUN, a series of Forge Investments LLC, Fund FG-PAW, a series of Forge Investments LLC, Fund FG-UJE, a series of Forge Investments, LLC, Fund FG-UBW, a series of Forge Investments LLC, Fund FG-TJC, a series of Forge Investments LLC, Fund FG-RJJ, a series of Forge Investments LLC, Fund FG-PKZ, a series of Forge Investments LLC, Fund FG-TQY, a series of Forge Investments, LLC, Fund FG-TMS, a series of Forge Investments LLC, Fund FG-SMP, a series of Forge Investments LLC, Fund FG-RTA, a series of Forge Investments LLC, Fund FG-RLU, a series of Forge Investments, LLC, Fund FG-QRK, a series of Forge Investments LLC, Fund FG-PRQ, a series of Forge Investments, LLC, Fund FG-DEX a Series of Forge Investments, Fund FG-OZP, a series of Forge Investments LLC, Fund FG-PNR, a series of Forge Investments LLC, Fund FG-LSR, a series of Forge Investments, LLC, Fund FG-NMO, a series of Forge Investments, LLC, Fund FG-KOI a series of Forge Investments LLC, Fund FG-MRS, a series of Forge Investments, LLC, Fund FG-LRN, a series of Forge Investments, LLC, Fund FG-NTP, a series of Forge Investments LLC, Fund FG-LYW, a series of Forge Investments LLC, Fund FG-OAK, a series of Forge Investments LLC, Fund FG-ONW, a series of Forge Investments LLC, Fund FG-NEV, a series of Forge Investments, LLC, Fund FG-NAS, a series of Forge Investments LLC, Fund FG-MXY, a series of Forge Investments LLC, Fund FG-MRB, a series of Forge Investments LLC, Fund FG-MMB, a series of Forge Investments, LLC, Fund FG-LSK, a series of Forge Investments LLC, Fund FG-LHU, a series of Forge Investments, LLC, Fund FG-MAC, a series of Forge Investments, LLC, Fund FG-MCS, a series of Forge Investments LLC, Fund FG-MLM, a series of Forge Investments, LLC, Fund FG-KMF, a series of Forge Investments LLC, Fund FG-JTP, a series of Forge Investments LLC, Fund FG-JEM, a series of Forge Investments LLC, Fund FG-GZX, a series of Forge Investments LLC, Fund FG-KLR, a series of Forge Investments LLC, Fund FG-JVW, a series of Forge Investments LLC, Fund FG-JOR, a series of Forge Investments LLC, Fund FG-JMM, a series of Forge Investments, LLC, Fund FG-JES, a series of Forge Investments LLC, Fund FG-IMF, a series of Forge Investments LLC, Fund FG-HTL, a series of Forge Investments, LLC, Fund FG-HMS, a series of Forge Investments LLC, Fund FG-HAL, a series of Forge Investments LLC, Fund FG-GTS, a series of Forge Investments, LLC, Fund FG-GTG, a series of Forge Investments, LLC, Fund FG-GRG, a series of Forge Investments LLC, Fund FG-HIS, a series of Forge Investments, LLC, Fund FG-HAP a series of Forge Investments LLC, Fund FG-EXB, a series of Forge Investments LLC, Fund FG-GPR, a series of Forge Investments LLC, Fund FG-DST, a series of Forge Investments LLC, Fund FG-GMV, a series of Forge Investments LLC, Fund FG-GGT, a series of Forge Investments LLC, Fund FG-FYA, a series of Forge Investments LLC, Fund FG-FWX, a series of Forge Investments LLC, Fund FG-EVB, a series of Forge Investments, LLC, Fund FG-DXL, a series of Forge Investments LLC, Fund FG-EDU, a series of Forge Investments LLC, Fund FG-ETY, a series of Forge Investments LLC, Fund FG-DPU, a series of Forge Investments LLC, Fund FG-DBD, a series of Forge Investments LLC, Fund FG-BXW, a series of Forge Investments LLC, Fund FG-CWJ, a series of Forge Investments LLC, Fund FG-BLU, a series of Forge Investments LLC, Fund FG-BJM, a series of Forge Investments, LLC, Fund FG-BTU, a series of Forge Investments LLC, Fund FG-ASP a series of Forge Investments LLC, Fund FG-ASL, a series of Forge Investments, LLC, Fund FG-BDF, a series of Forge Investments LLC, Fund FG-APG, a series of Forge Investments LLC, Fund FG-AGV, a series of Forge Investments, LLC, Fund FG-ARE, a series of Forge Investments LLC, Fund FG-ARQ, a series of Forge Investments LLC, Fund FG-APA, a series of Forge Investments LLC, Fund FG-ASF, a series of Forge Investments, LLC, Fund FG-AHF, a series of Forge Investments LLC, Fund FG-CMC a Series of Forge Investments, Fund FG-JUW a Series of Forge Investments, Fund FG-WIL a Series of Forge Investments, Fund FG-PIE a series a Forge Investments LLC, Fund FG-ORV a Series of Forge Investments, Fund FG-GRT, a series of Forge Investments LLC, Fund FG-ZCD a Series of Forge Investments, Fund FG-SEA, a series of Forge Investments LLC, Fund FG-UBE, a series of Forge Investments LLC, Fund FG-IDA a series of Forge Investments, Fund FG-DOG a series of Forge Investments, Fund FG-LUV, a series of Forge Investments LLC, Fund FG-LJS, a series of Forge Investments, LLC, Fund FG-CAT a series of Forge Investments LLC, Fund FG-MHM, a series of Forge Investments LLC, Fund FG-LQA, a series of Forge Investments LLC, Fund FG-CRF, a series of Forge Investments LLC, Fund FG-ZBZ, a series of Forge Investments, LLC, Fund FG-WTS, a series of Forge Investments, LLC, Fund FG-JTH, a series of Forge Investments, LLC, Fund FG-JLS, a series of Forge Investments, LLC, Fund FG-LVT, a series of Forge Investments, LLC, Fund FG-RBL, a series of Forge Investments, LLC.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Grant George by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 137 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Grant George is listed on: none on file. No website or social profile named in Fund FG-LRN, a series of Forge Investments, LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #30,147 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (San Francisco, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

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