Forge Investments' Fund FG-WIL Files D, Exempt Offering Under 3(c)(7)

TL;DR

**Forge Investments' Fund FG-WIL is raising money from big investors, signaling growth.**

AI Summary

Fund FG-WIL, a series of Forge Investments, filed a Form D on March 24, 2026, indicating an exempt offering of securities under Section 3(c)(7) of the Investment Company Act. This filing means the fund is raising capital from sophisticated investors without needing to register with the SEC as a traditional investment company. For investors, this matters because it signals that Forge Investments is actively managing and expanding its fund offerings, potentially leading to growth in assets under management, which can be a positive indicator for the parent company's financial health and future prospects.

Why It Matters

This filing indicates that Fund FG-WIL is raising capital from qualified investors, which can increase the fund's assets and potentially generate more management fees for Forge Investments.

Risk Assessment

Risk Level: low — A Form D filing for an exempt offering is a routine regulatory disclosure and does not inherently pose significant risk to existing investors.

Analyst Insight

Investors should note that this filing indicates ongoing fund management activity by Forge Investments, which is a standard operational event for an investment firm. It doesn't directly impact stock price but shows business as usual.

Key Players & Entities

• Fund FG-WIL (company) — a series of Forge Investments, the filer of this Form D
• Forge Investments (company) — the parent company of Fund FG-WIL
• 0002115710 (company) — the CIK (Central Index Key) for Fund FG-WIL a Series of Forge Investments
• 2026-03-24 (date) — the filing date of the Form D
• Section 3(c)(7) (other) — the specific exemption under the Investment Company Act

Forward-Looking Statements

• Forge Investments will continue to launch and manage private funds under Section 3(c)(7) exemptions. (Forge Investments) — high confidence, target: 2027-03-24

FAQ

Key Financial Figures

• $1 — enues   No Aggregate Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,
• $1,000,000 — No Aggregate Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,
• $5,000,000 — Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,000   $5,000,001
• $1,000,001 — e   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,000   $5,000,001 - $25,000,000
• $5,000,001 — $5,000,000   $1,000,001 - $5,000,000   $5,000,001 - $25,000,000 $5,000,001 - $25,000,000
• $25,000,000 — $1,000,001 - $5,000,000   $5,000,001 - $25,000,000 $5,000,001 - $25,000,000   $25,000,001
• $25,000,001 — $25,000,000 $5,000,001 - $25,000,000   $25,000,001 - $50,000,000 $25,000,001 - $100,000,0
• $50,000,000 — 5,000,001 - $25,000,000   $25,000,001 - $50,000,000 $25,000,001 - $100,000,000   $50,000,0
• $100,000,000 — 25,000,001 - $50,000,000 $25,000,001 - $100,000,000   $50,000,001 - $100,000,000   Over $1
• $50,000,001 — 0,000,000 $25,000,001 - $100,000,000   $50,000,001 - $100,000,000   Over $100,000,000   O

Filing Documents

• primary_doc.html (D)
• primary_doc.xml (D) — 7KB
• 0002115710-26-000002.txt ( ) — 9KB

From the Filing

Form D FORM D Notice of Exempt Offering of Securities UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. OMB APPROVAL OMB Number: 3235-0076 Estimated Average burden hours per response: 4.0 1. Issuer's Identity CIK (Filer ID Number) Previous Name(s) None Entity Type Corporation Limited Partnership   Limited Liability Company   General Partnership   Business Trust Other   Name of Issuer   Fund FG-WIL a Series of Forge Investments Jurisdiction of Incorporation/Organization DELAWARE   Year of Incorporation/Organization Over Five Years Ago Within Last Five Years (Specify Year)   Yet to Be Formed           2. Principal Place of Business and Contact Information Name of Issuer   Fund FG-WIL a Series of Forge Investments Street Address 1 Street Address 2   4 EMBARCADERO CENTER   SUITE 1500   SAN FRANCISCO   CALIFORNIA     94111 3. Related Persons Last Name First Name Middle Name LLC Forge Global Advisors Street Address 1 Street Address 2   4 Embarcadero Center     Suite 1500   San Francisco   CALIFORNIA   94111   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) Manager of the Fund Last Name First Name Middle Name George Grant Street Address 1 Street Address 2   4 Embarcadero Center     Suite 1500   San Francisco   CALIFORNIA   94111   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) Principal of the Manager Last Name First Name Middle Name McGrath Shilpi Street Address 1 Street Address 2   4 Embarcadero Center     Suite 1500   San Francisco   CALIFORNIA   94111   Relationship: Executive Officer Director Promoter Clarification of Response (if Necessary) CCO of the Manager 4. Industry Group   Agriculture Banking & Financial Services     Commercial Banking     Insurance   Investing     Investment Banking     Pooled Investment Fund Hedge Fund Other Investment Fund Private Equity Fund Venture Capital Fund *Is the issuer registered as an investment company under the Investment Company Act of 1940? Yes  No   Other Banking & Financial Services   Business Services Energy     Coal Mining     Electric Utilities     Energy Conservation     Environmental Services     Oil & Gas     Other Energy Health Care     Biotechnology     Health Insurance     Hospitals & Physicians     Pharmaceuticals     Other Health Care                         Manufacturing Real Estate   Commercial   Construction   REITS & Finance   Residential Other Real Estate   Retailing Restaurants Technology   Computers   Telecommunications   Other Technology Travel   Airlines & Airports   Lodging & Conventions   Tourism & Travel Services   Other Travel Other        5. Issuer Size Revenue Range Aggregate Net Asset Value Range No Revenues   No Aggregate Net Asset Value   $1 - $1,000,000 $1 - $5,000,000   $1,000,001 - $5,000,000   $5,000,001 - $25,000,000 $5,000,001 - $25,000,000   $25,000,001 - $50,000,000 $25,000,001 - $100,000,000   $50,000,001 - $100,000,000   Over $100,000,000   Over $100,000,000   Decline to Disclose   Decline to Disclose   Not Applicable   Not Applicable   6. Federal Exemption(s) and Exclusion(s) Claimed (select all that apply) Rule 504(b)(1) (not (i), (ii) or (iii)) Rule 506(b)         Rule 504 (b)(1)(i) Rule 506(c) Rule 504 (b)(1)(ii) Securities Act Section 4(a)(5) Rule 504 (b)(1)(iii) Investment Company Act Section 3(c) Section 3(c)(1) Section 3(c)(9) Section 3(c)(2) Section 3(c)(10) Section 3(c)(3) Section 3(c)(11) Section 3(c)(4) Section 3(c)(12) Section 3(c)(5) Section 3(c)(13) Section 3(c)(6) Section 3(c)(14) Section 3(c)(7)     7. Type of Filing   New Notice Date of First Sale   2026-03-18   First Sale Yet to Occur   Amendment     8. Duration of Offering Does the Issuer intend this offering to last more than one year?   Yes   No     9. Type(s) of Securities Offered (select all that apply) Pooled Investment Fund Interests Equity Tenant-in-Common Securities Debt Mineral Property Securities Option, Warrant or Other Right to Acquire Another Security Security to be Acquired Upon Exercise of Option, Warrant or Other Right to Acquire Security Other (describe)       10. Business Combination Transaction Is this offering being made in connection with a business combination transaction, such as a merger, acquisition or exchange offer?   Yes   No Clarification of Response (if Necessary)       11. Minimum Investment Minimum investment accepted from any outside investor $   100000 USD 12. Sales Compensation Recipient   Recipient CRD Number None   FORGE SECURITIES LLC   134596 (Associated) Broker or Dealer None (Associated) Broker or Dealer CRD Number None         Street Address 1       Street Address 2 4 Embarcadero Center Suite 1500   San Francisco   CALIFORNIA   94111   13. Offering and Sales Amounts   Total Offer

View Full Filing

View this D filing on SEC EDGAR