Nubian Square Investment Advisors, LLC logo

Nubian Square Investment Advisors, LLC

Updated today

Client AUM

$6,843,725

Clients

26

Advisors

4

across 2 offices

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

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Private / alternative investments Options & derivatives strategies Business succession planning

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Fee options

Percentage

$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually

Project-based

$300 per hour for consulting services

Subscriptions

Financial Planning ongoing retainer fees billed monthly or quarterly in advance: ranges from $500 to $1,000 annually, depending on service level

Other

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 office

1309 Beacon St., Suite 300

Brookline MA 02446

Advisors at this office

3

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

Advisors at this firm

user avatar

Mackenzie L

Series 65

Brookline, MA

Nubian Square Investment Advisors, LLC

Mackenzie Liman is a financial advisor at Nubian Square Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Nubian Square, Liman worked with Chinook Fund and Transformative Alliances and has extensive involvement in nonprofit consulting focused on fundraising, community-building, and collective decision-making. Outside of finance, Liman has a background in bicycle-related businesses spanning over a decade. Nubian Square Investment Advisors serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management, financial planning, and access to third-party model portfolios. The firm uses a combination of fundamental, quantitative, and modern portfolio theory techniques alongside model management platforms and provides impact investment research and consulting services.

Private / alternative investments Options & derivatives strategies Business succession planning
user avatar

Jock P

Series 65

Brookline, MA

Nubian Square Investment Advisors, LLC

Jock Payten is a financial advisor at Nubian Square Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Eaton Vance and the University of Pennsylvania. In addition to his advisory role, he partners with Artus Capital, LLC as an independent sponsor focused on private growth equity investments and serves as a licensed life insurance agent. Nubian Square Investment Advisors serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a variety of investment techniques and offers educational resources and impact investment research.

Private / alternative investments Options & derivatives strategies Business succession planning
user avatar

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. Prior to joining Nubian Square, he worked at Compass Working Capital for seven years and EDIC for three years. Outside of his advisory role, he is the Founder and Director of ClearPatch Wealth Advisors Inc., which provides financial education and small business services, and serves as Director of Research and Membership Engagement for the Partnership for Financial Equity, focusing on addressing racial wealth gaps in Massachusetts. Nubian Square Investment Advisors serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management, financial planning, and access to third-party model portfolios. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory techniques and provides impact investment research and consulting, including due diligence for private placements.

Private / alternative investments Options & derivatives strategies Business succession planning
user avatar

Antashe H

Series 65

Detroit, MI

Nubian Square Investment Advisors, LLC

Antashe Howard is a financial advisor at Nubian Square Investment Advisors, LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at Mariner Wealth Advisors and Eaton Vance in various capacities from 2018 to 2024. Outside of his advisory work, he is an agent for a life insurance business. Nubian Square Investment Advisors serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management, financial planning, and access to third-party model portfolios. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory techniques and provides educational courses and seminars on financial topics.

Private / alternative investments Options & derivatives strategies Business succession planning
View complete list of advisors at this firm
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