Detroit, MI Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Nubian Square Investment Advisors, LLC
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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
Detroit MI
Advisors at this office
1
Advisors at this office
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