Nubian Square Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nubian Square Investment Advisors serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management (both discretionary and non‑discretionary), financial planning, and access to third‑party model portfolios. The firm also offers educational e‑courses and complimentary seminars and speaking engagements on financial topics.
The firm documents client goals and risk tolerance in an Investment Policy Statement and employs a mix of fundamental, quantitative, technical and modern portfolio theory techniques, with long‑term, short‑term and options strategies used where appropriate. It uses model management platforms and automated program portfolios for certain clients, and it offers ongoing retainer planning for lower‑asset clients with a defined transition to asset‑based management as account values grow.
Nubian Square discloses that a principal is separately licensed as an insurance agent and the firm recommends and places insurance products, which creates an identifiable potential conflict of interest that is disclosed in its brochure. The firm is also notable for a relatively small assets under management total alongside a substantially larger assets under advisement pool and for providing impact investment research and consulting—including due diligence and monitoring for private placements in private credit, private equity, venture capital and real estate—which is less common among peers.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
$300 per hour for consulting services
Financial Planning ongoing retainer fees billed monthly or quarterly in advance: ranges from $500 to $1,000 annually, depending on service level
Fee-only: Financial Planning Retainer Fees: Fundamental - $750 onboarding + $500 annual retainer; Core - $1,500 onboarding + $750 annual retainer; Premier - $3,500 onboarding + $1,000 annual retainer; Impact Investment Research & Consulting: $5,000 to $250,000 per year (investment clients) or $15,000 to $250,000 per year (non-investment clients); Hourly fees $300 per hour
Main office
See office1309 Beacon St., Suite 300
Brookline MA 02446
Advisors at this office
3
Offices (2)
Most active in
Colorado · Massachusetts · Michigan · New York · Texas
Also doing business as
Nubian Square Investment Advisors LLC · Nubian Square Investment Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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