DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Private fund

Fg-Jgr, A Series Of Forge Investments LLC

Private Equity Fundadvised byForge Global Advisors LLCasset manager805-3130404035no longer reportedIAPD
Gross asset value
$8.4M
as of Jun 29, 2020; not a fund size
Peak GAV
$8.4M
highest filing
Owners
1
beneficial owners reported
Minimum investment
$20,000
as reported
Adviser and related own
0%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
100%
Reported
4 filings
Jun 10, 2019 to Jun 29, 2020
Reporting history
one row per Form ADV filing
Gross asset value$8.4M as of Jun 29, 2020
Jun 10, 2019$8.4M then
Owners1 as of Jun 29, 2020
Jun 10, 20191 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
021-280822reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Silicon Valley Bank
    San Francisco, California
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
not on the adviser's later filingsderived
Share
0.0%reportedadviser and related persons