Nubian Square Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$8,273,240
Clients
33
Advisors
4
across 2 offices
About
Nubian Square Investment Advisors advises individuals, high‑net‑worth clients, and charitable organizations on investment management and financial planning. Its services include discretionary and non‑discretionary portfolio management, tiered financial planning from fundamental to advanced scopes, impact investment research and consulting, and complimentary educational e‑courses and public seminars.
The firm documents client objectives in an Investment Policy Statement and uses a mix of in‑house portfolio construction and third‑party model management platforms to implement strategies informed by fundamental, quantitative, technical, and modern portfolio theory. Portfolio management generally follows a long‑term orientation but may incorporate short‑term trading and options strategies where appropriate, with periodic account reviews and ongoing monitoring.
Noteworthy features for a firm of this size include a formal impact investing due‑diligence practice that supports private placements across private credit, private equity, venture capital, and real estate, and a large assets‑under‑advisement pool relative to its assets under management (about $143.5 million AUA versus roughly $13.0 million AUM). The brochure also discloses that a principal maintains a separate insurance license and that the firm routinely offers complimentary seminars and speaking engagements, items it identifies as potential sources of additional compensation or client education.
Client services
Expertise
Fee options
Fundamental Financial Planning: $750, Core Financial Planning: $1,500, Advanced Financial Planning: $3,500
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
$300 per hour
Ongoing financial planning retainer fee (annual, monthly check-ins) for clients under $1,000,000 (fee amount negotiable, paid monthly or quarterly in advance)
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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Mackenzie L
Series 65
Brookline, MA
Nubian Square Investment Advisors, LLC
Mackenzie Liman is a Series 65 registered advisor at Nubian Square Investment Advisors, LLC with one year of industry experience. Prior to joining Nubian Square, Liman has held roles at Chinook Fund and Transformative Alliances. They also work as a consultant, facilitator, and coach for nonprofits focused on fundraising and community-building. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning. The firm combines in-house portfolio construction with third-party models and features a formal impact investing due-diligence practice alongside educational resources.
Jock P
Series 65
Brookline, MA
Nubian Square Investment Advisors, LLC
Jock Payten is a Series 65-licensed financial advisor at Nubian Square Investment Advisors, LLC with five years of industry experience. He previously worked at Eaton Vance for three years and was affiliated with the University of Pennsylvania for two years. Outside of his advisory role, Payten partners with Artus Capital, LLC as an independent sponsor focused on private growth equity investments. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations, providing investment management and financial planning services. The firm employs a mix of in-house and third-party portfolio management strategies, emphasizing a long-term investment approach with options for impact investing and educational offerings.
Jason A
CFP®
Brookline, MA
Nubian Square Investment Advisors, LLC
Jason Andrade is a CFP® professional with one year of experience at Nubian Square Investment Advisors, following seven years at Compass Working Capital and three years at EDIC. He is the Founder and Director of ClearPatch Wealth Advisors Inc., which provides financial education and small business services. Andrade also serves as Director of Research and Membership Engagement for Partnership for Financial Equity, focusing on addressing racial wealth gaps in Massachusetts. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning. The firm employs a comprehensive approach including discretionary portfolio management, impact investment research, and educational offerings, supported by both in-house and third-party portfolio strategies.
Antashe H
Series 65
Detroit, MI
Nubian Square Investment Advisors, LLC
Antashe Howard is a Series 65-licensed financial advisor at Nubian Square Investment Advisors, LLC with four years of industry experience. His prior roles include positions at Mariner Wealth Advisors and Eaton Vance Investment Counsel. Outside of advising, he is an agent for a life insurance business. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations by providing investment management and financial planning services. The firm employs a combination of in-house and third-party portfolio management strategies, emphasizing long-term orientation while incorporating alternative approaches when appropriate, and maintains a formal impact investing due-diligence practice.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)