Pear Tree Advisors, Inc.
Firm details
- Headquarters
- Lincoln, Massachusetts
- CRD number
- 104576
- Registered since
- June 13, 1983
- Website
- www.peartreefunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Pear Tree Advisors, Inc. is a corporation operating as an institutional registered investment adviser. The firm is registered with the SEC and its registration dates to 1983. Its stated client focus is institutional investors, and it bills clients on a percentage-of-AUM basis. Core advisory activities include portfolio management for investment companies and the selection and oversight of sub‑advisers or external managers. The firm is also identified as a capital allocator and maintains industry affiliations that include broker-dealer activity, acting as another investment adviser, and serving as a sponsor of limited partnerships (excluding pooled investment vehicles). Pear Tree does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6Leon Okurowski
Co-Founder and Vice PresidentCRD 351799

Willard Umphrey
Chairman and Co-FounderCRD 451556
Anne Umphrey
OwnerCRD 2328381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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