RIA IntelAdvisersMassachusettsNUBIAN SQUARE INVESTMENT ADVISORS, LLC

NUBIAN SQUARE INVESTMENT ADVISORS, LLC

Advisory

BROOKLINE, MA

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in MA
#1,477
of 1,590 advisers by AUM
Average account
$185K
across 37 accounts
AUM per adviser
$1M
5 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM
$7M
1-Year AUM Growth
3-Year CAGR
Employees
5
Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients26
Team
Total Employees5
Investment Advisers5
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndJune
Operates InCO, MA, MI, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

PROGRESSIVE INVESTMENT MANAGEMENT INC
PAXTON, MA
$7M
+0.6% 1Y
NEUMEIER CAPITAL MANAGEMENT,INC
$7M
-46.4% 1Y
SPOTLIGHT INVESTMENT LLC
$7M
CCR WEALTH MANAGEMENT, LLC
WESTBOROUGH, MA
$7M
-72.0% 1Y
SHARK CAPITAL MANAGEMENT, LLC
BOSTON, MA
$7M
+4.7% 1Y
SUMMIT PARTNERS IV, L.P.
BOSTON, MA
$7M
+24.0% 1Y

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