Nubian Square Investment Advisors

Nubian Square Investment Advisors

Jock Payten founded Nubian Square Investment Advisors in 2021 after an institutional career that included an MBA from Wharton and a large-cap equity analyst stint at Eaton Vance. The firm takes its name from the historic Boston neighborhood, reflecting a practice built for first-generation wealth builders, mission-driven institutions, and legacy-minded families. Payten’s own background — grandparents who ran a small business, parents who worked to create opportunity — anchors the firm’s wealth-equity mission. Nubian Square operates as a registered investment adviser delivering financial planning, investment management, and tax advisory. The service model spans individuals, high-net-worth clients, and charitable entities. The investment approach draws on large-cap and institutional research discipline, applied to portfolios that the firm positions as values-aligned and growth-oriented. The website emphasizes regenerative spend-down investing, signaling a planning philosophy that accounts for lifetime consumption and intergenerational transfer rather than pure accumulation. The firm’s team includes a director of financial planning, a tax solutions advisor, and investment associates, suggesting an in-house multidisciplinary model. The firm lists nine professionals on its website, including an advisory board of six senior advisors with backgrounds in portfolio management, responsible investing, and manager selection. The senior advisor roster features Sudha Bhardia, Angela Outlaw-Matheny, Matthew Illian, Lolita Nunn, Thomas Lloyd III, and Victoria Olayide Adesanya. The firm is headquartered in Boston with a Brooklyn, New York address also appearing in prior records; current materials consistently reference the Boston location. May 2024 blog content highlighted spring financial-planning themes and the firm’s regenerative spend-down investing concept. Nubian Square’s structural distinction lies in its culturally responsive framing — an explicit commitment to making finance accessible to communities and institutions historically underserved by traditional wealth management. The firm positions itself as an independent fiduciary, free from product-issuer conflicts, while maintaining the research rigor associated with large institutional platforms. The advisory board adds a layer of senior governance without diluting the founder-operator model that typifies early-stage RIAs.