Liberty Forge LLC
CRD 343208SEC# 801-136732Boston, MA
No longer SEC-registered. Liberty Forge LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$250.8M
Employees
9
Accounts
358
Location
Boston, MA
Liberty Forge LLC assets under management
Liberty Forge LLC is an SEC-registered investment adviser based in Boston, MA. It reports $250.8 million in regulatory assets under management and employs 9 people.
Liberty Forge LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel John Monaghan Control | Member | Under 5% | 2026 |
| Grant W Parisi Control | President | 25-50% | 2026 |
| Nicholas Anthony Allsop Control | Chief Operating Officer | Under 5% | 2026 |
| Richard Leeway Chen | Chief Compliance Officer | Under 5% | 2026 |
| Scott Jordan Desantis Control | Chief Executive Officer | 25-50% | 2026 |
Frequently asked questions
How much does Liberty Forge LLC manage?
Liberty Forge LLC reports $250.8 million in regulatory assets under management on its Form ADV.
How many employees does Liberty Forge LLC have?
Liberty Forge LLC reports 9 employees.
Where is Liberty Forge LLC located?
Liberty Forge LLC is based in Boston, MA.
Does Liberty Forge LLC disclose fund performance?
Liberty Forge LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 Newbury Street, Floor 3, Boston, MA 02116 |
| Office hours | 9a.m. - 5p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,340 advisers
EmployeesTop 43%
More than 57% of 16,820 advisers
Assets under management
$250.8Mregulatory AUM
Discretionary $250.8M