Brookline, MA Office
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Nubian Square Investment Advisors, LLC
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Firm-wide stats for Nubian Square Investment Advisors, LLC
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.
Location
1309 Beacon St., Suite 300
Brookline MA 02446
Advisors at this office
3
Advisors at this office
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.
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