Pear Tree Partners, LP (Lincoln)

Name: Pear Tree Partners, LP
Address: 55 Old Bedford Road, Lincoln, MA, 01773
Telephone: 781 259 0249

Pear Tree Partners, LP is a large advisory firm based in Lincoln. It manages $206.93 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Massachusetts.

Pear Tree Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pear Tree Partners: assets under management

The assets under management (AUM) of Pear Tree Partners, LP is $206.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 190% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $206.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.35 million each.

Pear Tree Partners has custody of $206.93 million in cash and securities for 20 clients in total and acts as a qualified custodian.

What kind of clients Pear Tree Partners serves?

The only and largest group of clients of Pear Tree Partners is pooled investment vehicles with 20 clients and $206.93 million of assets under management. Among the 9 most similar advisory firms, Pear Tree Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $206.93 million for 20 clients. None of the firm’s clients are foreign persons or businesses.

Pear Tree Partners also advises several private funds. Namely, one real estate fund and nineteen private equity funds. The minimum investment commitment required of non-related persons ranges from $20,000 to $100,000.

Careers at Pear Tree Partners, LP

The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Pear Tree Partners Management	General partner	1 Oct 2000	Other	04-3534653
Willard Lee Umphrey	Limited partner class a-z, managing member of general partner, principal	1 Oct 2000	50% - 75%	451556
Kathryn Collings Laing	Limited partner class a-,z managing member of general partner, principal and chief compliance officer	1 Oct 2000	Other	2842111
Leon Okurowski	Limited partner classes b, c, f, g, m, n, o, q, r, t, y, z principal	1 Nov 2004	Other	351799
Leon K. Okurowski	Limited partner classes b, c, f, g, m, n, o, q and r, principal	1 Nov 2004	Other	351799
Jennifer Dowling Dougherty	Limited partner classes r and s	1 Nov 2011	Other	5450445
John Drew Mcclellan	Alternate compliance officer and additional regulatory contact, principal, limited partner classes bb,cc,dd,ee,ff	1 Jul 2016	Other	6623538
Kathryn Collings Laing	Limited partner class a-,z, aa,bb,cc,dd,ee and ff	1 Jun 2018	Other	2842111
John Drew Mcclellan	Chief compliance officer, principal, limited partner classes bb,cc,dd,ee,ff, managing member of the general partner, principal	1 Jun 2018	Other	6623538
Kathryn Matthews Collings	Limited partner class a-,z, aa,bb,cc,dd,ee and ff	1 Jun 2018	Other	2842111
John Joseph Mulkern	Chief compliance officer	1 Feb 2019	Other	4197230

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Leon Okurowski	Limited partner, variou sclasses	1 Oct 2000	Other	5906516
Willard Lee Umphrey	Member	1 May 2006	50% - 75%	451556
Kathryn Collings Laing	Member	1 May 2006	50% - 75%	2842111
John Drew Mcclellan	Member	1 Sep 2017	50% - 75%	6623538

Based in Lincoln

The principal office where Pear Tree Partners, LP performs its advisory services is located at 55 Old Bedford Road, Lincoln, MA 01773, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781 259 0249 or by fax 781 259 1166. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at peartreepartnerslp.com.