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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6WILLARD UMPHREY
Chairman and Co-FounderCRD 451556
DEBORAH KESSINGER
Sole ProprietorCRD 1801530
MARC GRIFFIN
Director of Institutional DistributionCRD 4396039
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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