PEAR TREE PARTNERS, LP

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LINCOLN, Massachusetts
CRD number
152581
Registered since
September 18, 2025

Firm profile

FINTRX

Overview

Pear Tree Partners, L.P. operates as a limited partnership and has been registered with the SEC since 2010. The firm primarily focuses on investment activities involving private equity and alternative investments. While it does not classify itself as a capital allocator or an active ESG investor, Pear Tree Partners engages in various advisory activities and is affiliated with multiple industry sectors, including broker-dealers and managing members of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Alina Monisov

    Chief Compliance OfficerCRD 6235159

Contacts

3 of 5
  • WILLIAM BECKETT

    PrincipalCRD 6021358

  • John McClellan

    PrincipalCRD 6623538

  • Kathryn Collings

    PresidentCRD 2842111

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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