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PE  · May 19, 2026

Fund FG-ZTH a series of Forge Investments LLC

SEC Filing Record
Offering Amount
$2.0M
Strategy
PE
Exemption
06b
Date Filed
May 19, 2026
0002127088-26-000001
View on SEC EDGAR →
37A Read

The series structure shows three named GPs—Forge Global Advisors as the entity GP plus two individuals (Grant George and Shilpi McGrath)—operating a single vehicle rather than a tiered feeder/blocker arrangement, indicating a straightforward co-GP partnership without LP class segmentation or continuation from a prior vintage.

The absence of any prior EDGAR filings from Forge Investments or its advisors signals this is a first-time institutional fundraise for the manager, meaning allocators cannot reference prior fund performance, GP transitions, or evolution of strategy across a series history.

A May 2026 filing for a $2M target in a market environment favoring larger checks suggests either a proof-of-concept raise for a new co-GP team building toward a larger fund II, or a specialized strategy (e.g., add-on acquisition, GP-led continuation, or specific LP mandate) that does not require traditional scale.

Before committing, verify whether Grant George and Shilpi McGrath have disclosed operating experience or prior fund roles outside this entity, as the lack of EDGAR history means LP protection mechanisms like key-man clauses and replacement GP provisions cannot be benchmarked against the managers' prior fund documents.

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Principals
General Partners & Executives
Forge Global Advisors LLC Grant George Shilpi McGrath