Pear Tree Advisors, Inc.

RIASEC Registered
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$2.6B
Accounts
1
Employees
12
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 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

FINTRX

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
  • Leon Okurowski

    Leon Okurowski

    Co-Founder and Vice PresidentCRD 351799

  • Willard Umphrey

    Willard Umphrey

    Chairman and Co-FounderCRD 451556

  • Anne Umphrey

    OwnerCRD 2328381

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