# Nubian Square Investment Advisors, LLC

> Nubian Square Investment Advisors, LLC is a state-registered investment advisory firm in Brookline, MA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 315955
- Filed as: NUBIAN SQUARE INVESTMENT ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brookline, MA
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315955
- AdvisorCensus page: https://advisorcensus.com/firm/nubian-square-investment-advisors-llc-brookline-ma-315955

## Quick answers

**How is Nubian Square Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nubian Square Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Nubian Square Investment Advisors, LLC located?**
Nubian Square Investment Advisors, LLC's principal office is in Brookline, MA, according to its Form ADV.

**Is Nubian Square Investment Advisors, LLC registered with the SEC or a state?**
Nubian Square Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315955.

**How much does Nubian Square Investment Advisors, LLC manage?**
Nubian Square Investment Advisors, LLC reports $12,990,723 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (99% discretionary).

**What types of clients does Nubian Square Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (3); charitable organizations (1).

**Does Nubian Square Investment Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315955

**What changed in Nubian Square Investment Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $6,843,725 to $12,990,723 (+90%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,990,723
- Discretionary: $12,846,647
- Non-discretionary: $144,076

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $2,554,031 |
| High net worth individuals | 3 | $5,719,209 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $4,717,483 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (4 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, MA, MI, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nubiansquareia.com
- Instagram @nubiansquareia
- LinkedIn @nubian-square-ia
- X @nubiansquareia
- YouTube @nubiansquareia-ontheroad

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $6,843,725 to $12,990,723 (+90%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nubian Square Investment Advisors, LLC (CRD 315955): Form ADV filing data as of October 2026.
