NUBIAN SQUARE INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- BROOKLINE, Massachusetts
- CRD number
- 315955
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.66%
- Individuals15.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Nubian Square Investment Advisors, LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm targets individual and family clients and positions itself as a capital allocator that builds portfolios primarily around public equities while also offering access to third‑party alternative managers. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, manager selection, and educational seminars. The firm also conducts insurance brokerage activities, which aligns with its use of annuities among client solutions. Fee arrangements are flexible: the firm charges percentage-of-AUM fees and may bill on an hourly or fixed-fee basis for planning or project work. Nubian Square is not an ESG-focused investor according to its disclosures.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Jock Payten
President and CEOCRD 5940056
Contacts
3 of 3Antashe Howard
Associate Wealth AdvisorCRD 6871445
Jason Andrade
Director of Financial PlanningCRD 8054243
Mackenzie Liman
Investment Adviser RepresentativeCRD 8155272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BROOKLINE, MA
NORFOLK
Location
BROOKLINE, MA
Headquartered in BROOKLINE, 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
- NORFOLK
- Address
- 1309 Beacon St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
COLLABORATIVE FINANCIAL SOLUTIONS LLC
RIABROOKLINE, MA
STEIN FINANCIAL ADVISORY
RIABROOKLINE, MA
DRISCOLL FINANCIAL
RIAPLYMOUTH, MA
PIONEER FINANCIAL, INC.
RIASOUTH HADLEY, MA
INTEGRITY ADVISORS LLC
RIABURLINGTON, MA
GARCH CAPITAL LLC
RIAANDOVER, MA