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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6
Willard 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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