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Pear Tree Advisors, Inc.

● SEC registered since 1983CRD 104576SEC# 801-19222Lincoln, MA
Export (members)
Reg. AUM
$4.52B
Employees
12
Accounts
1
Location
Lincoln, MA

Pear Tree Advisors, Inc. assets under management

Pear Tree Advisors, Inc. is an SEC-registered investment adviser based in Lincoln, MA. The firm has been registered since 1983. It reports $4.5 billion in regulatory assets under management and employs 12 people.
View on SEC.gov ↗

Pear Tree Advisors, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Anne Marie UmphreyOwner50-75%2000
Deborah Anne Kessinger ControlChief Compliance OfficerUnder 5%2006
Lawrie Wells OkurowskiOwner50-75%2000
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Frequently asked questions

How much does Pear Tree Advisors, Inc. manage?

Pear Tree Advisors, Inc. reports $4.5 billion in regulatory assets under management on its Form ADV.

How many employees does Pear Tree Advisors, Inc. have?

Pear Tree Advisors, Inc. reports 12 employees.

Where is Pear Tree Advisors, Inc. located?

Pear Tree Advisors, Inc. is based in Lincoln, MA and has been SEC-registered since 1983.

Does Pear Tree Advisors, Inc. disclose fund performance?

Pear Tree Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address55 Old Bedford Road, Suite 202, Lincoln, MA 01773-1124
Phone781-259-1144
Fax781-259-1166
Office hours8:30a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK919086
Discloses disciplinary historyYes

Assets under management

Discretionary$4.52B
Non-discretionary$0
Total (RAUM)$4.52B