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 corporation registered with the SEC since 1983 that operates as an institutional registered investment adviser. The firm describes itself as a capital allocator serving institutional clients and charges fees based on a percentage of assets under management. Its advisory scope includes portfolio management for investment companies and the selection of other advisers, indicating a mix of discretionary portfolio oversight and manager-of-managers activity. Pear Tree is not identified as an active ESG investor and is not designated as a multi-state adviser. Regulatory affiliations listed include broker-dealer activity, registered investment adviser activity beyond the primary firm, and sponsorship of limited partnerships (excluding pooled investment vehicles).

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

    Willard Umphrey

    Chairman and Co-FounderCRD 451556

  • Deborah Kessinger

    Sole ProprietorCRD 1801530

  • Marc Griffin

    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