NUBIAN SQUARE INVESTMENT ADVISORS, LLC

RIASEC Registered
Total AUM
$6.8M
Discretionary
$6.8M
100% of AUM
Avg account
$185K
Accounts
37
Employees
5
Advisory reps
4

Firm details

Headquarters
BROOKLINE, Massachusetts
CRD number
315955
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI84.66%
  • Individuals15.34%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Nubian Square Investment Advisors, LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm targets individual and family clients and positions itself as a capital allocator that builds portfolios primarily around public equities while also offering access to third‑party alternative managers. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, manager selection, and educational seminars. The firm also conducts insurance brokerage activities, which aligns with its use of annuities among client solutions. Fee arrangements are flexible: the firm charges percentage-of-AUM fees and may bill on an hourly or fixed-fee basis for planning or project work. Nubian Square is not an ESG-focused investor according to its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Jock Payten

    President and CEOCRD 5940056

Contacts

3 of 3
  • Antashe Howard

    Associate Wealth AdvisorCRD 6871445

  • Jason Andrade

    Director of Financial PlanningCRD 8054243

  • Mackenzie Liman

    Investment Adviser RepresentativeCRD 8155272

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BROOKLINE, MA

NORFOLK

Location

BROOKLINE, MA

Headquartered in BROOKLINE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
NORFOLK
Address
1309 Beacon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth