PEAR TREE ADVISORS, INC.

RIASEC RegisteredEst. 1983
Total AUM
$3.1B
Discretionary
$3.1B
100% of AUM
Avg account
$3.1B
Accounts
1
Employees
13
Advisory reps
6

Firm details

Headquarters
LINCOLN, Massachusetts
CRD number
104576
Registered since
June 13, 1983
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Pear Tree Advisors, Inc. is a small, institutionally focused investment manager and capital allocator that provides portfolio management for investment companies and acts as a selector of other advisers. The firm is structured as a corporation, operates on a percentage-of-AUM fee model and positions itself as a manager-of-managers: it retains and oversees outside sub‑advisers rather than relying solely on a single in‑house investment team. Pear Tree also plays the role of sponsor for limited partnerships (excluded from pooled investment vehicles), indicating it places capital through LP structures and has the operational capabilities to establish and administer such vehicles. Investment activity concentrates on institutional mandates and pooled investment company management rather than broad retail distribution. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser, suggesting a focused regulatory footprint. Its business affiliations extend to broker‑dealer functions and other adviser relationships, which supports a hybrid model combining direct portfolio management with outsourced manager selection and LP sponsorship.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 6
  • WILLARD UMPHREY

    Chairman and Co-FounderCRD 451556

  • DEBORAH KESSINGER

    Sole ProprietorCRD 1801530

  • MARC GRIFFIN

    Director of Institutional DistributionCRD 4396039

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LINCOLN, MA

MIDDLESEX

Location

LINCOLN, MA

Headquartered in LINCOLN, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
55 Old Bedford Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth