Liberty Forge LLC

RIASEC RegisteredEst. 2026
Total AUM
$251M
Discretionary
$251M
100% of AUM
Avg account
$701K
Accounts
358
Employees
9
Advisory reps
5

Firm details

Headquarters
Boston, Massachusetts
CRD number
343208
Registered since
July 13, 2026
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees, Commissions
Client types
  • HNWI95%
  • Individuals5%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Liberty Forge LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements are mixed: percentage of AUM, fixed fees, and commissions are used depending on the engagement. Liberty Forge is not positioned as an ESG investor and reports its advisory activity as confined to its primary state rather than as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Exchange Traded Equities 25%, State & Local Bonds 1%, Cash & Cash Equivalents 1%73%
  • Public Funds/Mutual Funds73%
  • Exchange Traded Equities25%
  • State & Local Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 3
  • Richard Chen

    Richard Chen

    Partner, Chief Compliance Officer & General CounselCRD 7292162

  • Scott Desantis

    Scott Desantis

    Chief Executive OfficerCRD 6162685

  • Nicholas Allsop

    Nicholas Allsop

    COO, Investment Advisor RepresentativeCRD 7861430

Contacts

2 of 2
  • Grant Parisi

    Grant Parisi

    PresidentCRD 6347884

  • Daniel Monaghan

    Daniel Monaghan

    PartnerCRD 7407148

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
20 Newbury St
Time zone
ET (UTC-5)
Office locations

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