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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2026
- Office Locations
- 1
Office Locations
About Liberty Forge LLC
Liberty Forge LLC is a Boston-based RIA. The firm has been operating for 0 years. Managing $250.8M in total assets under management, with 5 advisory representatives. They custody assets with Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 198 clients, or 39.6 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on August 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Liberty Forge LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SCOTT JORDAN DESANTIS
Chief Executive Officer
- CRD
- #6162685
- Ownership
- 25% but less than 50%
Grant W Parisi
President
- CRD
- #6347884
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Hamilton Jordan Coiscou
--
- CRD
- #7397082
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,802,244 | $700,565 |
| Non-Discretionary | $0 | -- |
| Total | $250,802,244 | $700,565 |
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Separately Managed Accounts
SMA allocation detail is available
Liberty Forge LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.