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| Forge Global Advisors LLC
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| CRD # | 284722 |
| SEC # | 801-116933 |
| CIK # | |
| AUM | 2,458.6 M (2026-04-06) |
| Employees | 18 (28% Investors, 39% Brokers) |
| Phone | 415-881-1612 |
| Address | 4 Embarcadero Center San Francisco, CA 94111 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | FG-Ant A Series of Forge Investments LLC | [2026-03-30] | 0.5 M | 0.5 M |
| Filed 2025-11-13 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000 · Remaining Indefinite · Duration More than one year · Commission $9,452 · Revenue Decline to Disclose | ||||
| PE | FG-Are A Series of Forge Investments LLC | [2026-03-30] | 0.1 M | 1.9 M |
| Filed 2025-06-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000 · Remaining Indefinite · Duration More than one year · Commission $5,012 · Revenue Decline to Disclose | ||||
| PE | FG-Asp A Series of Forge Investments LLC | [2026-03-30] | 6.3 M | 6.6 M |
| Filed 2025-11-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000 · Remaining Indefinite · Duration More than one year · Commission $295,348 · Revenue Decline to Disclose | ||||
| PE | FG-BRB A Series of Forge Investments LLC | [2026-03-30] | 4.3 M | |
| Filed 2025-05-22 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000 · Remaining Indefinite · Duration More than one year · Commission $189,658 · Revenue Decline to Disclose | ||||
| PE | FG-Cat A Series of Forge Investments LLC | [2026-03-30] | 17.3 M | 19.3 M |
| Filed 2026-01-12 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000 · Remaining Indefinite · Duration More than one year · Commission $545,144 · Revenue Decline to Disclose | ||||
| PE | FG-CDC A Series of Forge Investments LLC | [2026-03-30] | 2.2 M | 4.3 M |
| Filed 2025-09-24 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000 · Remaining Indefinite · Duration More than one year · Commission $98,937 · Revenue Decline to Disclose | ||||
| PE | FG-Dog A Series of Forge Investments LLC | [2026-03-30] | 31.0 M | 28.8 M |
| Filed 2026-01-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000 · Remaining Indefinite · Duration More than one year · Commission $747,402 · Revenue Decline to Disclose | ||||
| PE | FG-GWS A Series of Forge Investments LLC | [2026-03-30] | 1.8 M | 4.2 M |
| Filed 2025-08-15 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $5,000 · Remaining Indefinite · Duration More than one year · Commission $183,923 · Revenue Decline to Disclose | ||||
| PE | FG-Hap A Series of Forge Investments LLC | [2026-03-30] | 2.8 M | 2.8 M |
| Filed 2025-09-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000 · Remaining Indefinite · Duration More than one year · Commission $4,124 · Revenue Decline to Disclose | ||||
| PE | FG-Koi A Series of Forge Investments LLC | [2026-03-30] | 3.0 M | 0.5 M |
| Filed 2025-11-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000 · Remaining Indefinite · Duration More than one year · Commission $120,863 · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 122 | 2.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 122 | 2.5 |
| By Discretionary | ||
| Discretionary | 122 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 122 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 1.9 | |
| Total | 122 | 2.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Richard Thoms | Executive Officer | 7187 | 139 | |
| Assure Fund Management II | Director | 6187 | 139 | |
| Jeremy Neilson | Executive Officer | 6656 | 98 | |
| Mateo Johnson | Executive Officer | 622 | 21 | |
| Erin Rosenthal | Executive Officer | 329 | 21 | |
| Jens Beyrich | Executive Officer | 905 | 19 | |
| Ade Ojo | Executive Officer | 171 | 10 | |
| James Waldinger | Executive Officer | 19 | 5 | |
| Adrian Czebiniak | Executive Officer | 14 | 5 | |
| Kamal Jafarnia | Executive Officer | 11 | 5 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional |
| Fund Types | Private Equity |
| LEI | 549300K961EFE20TEI93 |
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