Liberty Forge LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 343208
- Registered since
- July 13, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Liberty Forge LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2026. The firm is owned by an individual and identifies itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements include percentage-of-AUM and fixed-fee structures. Liberty Forge does not position itself as an active ESG investor, is not a multi-state adviser, and is marked as newly formed. The firm lists an industry affiliation with an insurance company.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Nicholas Allsop
COO, Investment Advisor RepresentativeCRD 7861430
Scott Desantis
Chief Executive OfficerCRD 6162685
Richard Chen
Partner, Chief Compliance Officer & General CounselCRD 7292162
Contacts
2 of 2
Grant Parisi
PresidentCRD 6347884
Daniel Monaghan
Private Wealth AdvisorCRD 7407148
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Harbourvest Partners, LLC
RIABoston, MA
Grantham Mayo van Otterloo & Co LLC
RIABoston, MA
S & Co, Inc.
RIABoston, MA
Frontier Capital Management Co LLC
RIABoston, MA
Longfellow Investment Management Co LLC
RIABoston, MA
Trillium Asset Management
RIABoston, MA