Forge Global Advisors LLC

Forge Global Advisors LLC is a financial advisor firm based in San Francisco, California, founded in June 2016 and registered as an SEC Registered Investment Adviser since 2019. The firm specializes in advising Funds that invest in unregistered shares of stock of privately held companies. Forge Global Advisors LLC is a wholly owned subsidiary of Forge Global, Inc., which operates a web-based platform for accessing information about private companies and facilitating transactions. The firm offers limited discretionary advisory services tailored to each Fund's specific investment guidelines. Clients must be Accredited Investors with a minimum investment generally set at $100,000, which can be waived at the Advisor's discretion. Forge Global Advisors LLC charges administrative set-up fees, management fees, and carried interest to new investors in the Funds. The firm does not participate in wrap fee programs and manages over $988 million in Regulatory Assets Under Management as of December 31, 2024. Forge Global Advisors LLC has a Code of Ethics in place and has not been subject to any bankruptcy petitions in the past ten years. The firm's Proxy Policies ensure that proxy voting is conducted in the best interests of the Funds and investors. Clients receive reports on Fund activities and investments, and the firm does not solicit prepayment of fees more than six months in advance.