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Nubian Square Investment Advisors, LLC

Nubian Square Investment Advisors, LLC. CRD 315955

Nubian Square Investment Advisors, LLC logo

CRD: 315955

Nubian Square Investment Advisors, LLC

Brookline, MA, 02446
6173187151
nubiansquareia.com
$6.8M Total AUM
$6.8M Disc. AUM
-- 3Y CAGR
5 Employees
27 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail
Platforms
Element zenithPathway +more
Established Date
10-28-2021
Office Locations
2

Office Locations

1309 Beacon St. Suite 300 Brookline MA
-- Detroit MI

About Nubian Square Investment Advisors, LLC

Nubian Square Investment Advisors is an independent, Boston-based RIA providing high-touch financial planning, wealth advisory, and institutional-grade investment research. The firm serves next-generation professionals, entrepreneurs, and family leaders, and advises mission-driven institutions such as private foundations and family offices on values-aligned portfolio stewardship. Portfolios are primarily implemented with ETFs, with custody support including Altruist and Schwab.

Team overview

33 AVG AGE
$1.4M AVG AUM / ADVISOR
$253.5K AVG AUM / CLIENT
2 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
4yrs Firm Age

Insights

See the complete signal summary connected to pioneer.
Request access to benchmark trends tied to timber.
Open the full profile to inspect shifts in bridge wave.
Full visibility includes strategy notes for unison glacier.
Open the full profile to inspect shifts in glacier alpha.
Full visibility includes strategy notes for catalyst horizon meridian.
Full visibility includes strategy notes for timber ridge.
Request access to benchmark trends tied to delta element.

Asset Classes

Quantum Atlas Insight timber Element Capital Beacon Momentum Signal crest Ember Horizon atlas

Client Personas

Zenith Wave eagle

Custodian

Value eagle Pathway Crest Focus eagle Oak glacier Momentum ridge Delta Eagle beacon Beacon delta Signal

Investment Themes

Meridian Delta Radial focus Insight fusion Signal beacon Wave Insight

Investment Vehicles

Vital

Services

Zenith meridian Element matrix Value Matrix Crest delta Vital Optima Matrix Peak legacy Element focus Frontier matrix Momentum

Technology

Crest beacon Oak element Meridian Meridian Frontier alpha

Owner & Executives

Jock Darian Payten

Jock Darian Payten

Chief Compliance Officer, Investment Advisor, Managing Member

CRD
#5940056
Ownership
75% or more
(525) 502-7203
bridge.momentum@unisoncapital.com
in linkedin.com/in/alpha-pioneer

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Contacts

J

Jason Michael Andrade

--

CRD
#8054243
(985) 989-4315
fusion.oak@glaciercapital.com
in linkedin.com/in/zenith-oak
Antashe Katherine-Jessie Howard

Antashe Katherine-Jessie Howard

Financial Advisor

CRD
#6871445
(440) 812-8819
capital.beacon@unisoncapital.com
in linkedin.com/in/oak-insight
O

Oak capital

Optima unison delta

CRD
#26059
(790) 699-5757
value.pioneer@catalystcapital.com
in linkedin.com/in/unison-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $6,843,725 --
Non-Discretionary $0 --
Total $6,843,725 --

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Separately Managed Accounts

Total SMA Asset: $6,843,725

$6.8M Total SMA
Equity - Exchange:
54.8%
Cash:
45.2%
Asset class Assets Assets %
Equity - Exchange $1,911,390,986 54.8%
Cash $1,576,548,770 45.2%
Total $3,487,939,756 100.0%

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