Pear Tree Advisors, Inc.
● SEC registered since 1983CRD 104576SEC# 801-19222Lincoln, MA
Reg. AUM
$3.09B
Employees
13
Accounts
1
Location
Lincoln, MA
Pear Tree Advisors, Inc. assets under management
Pear Tree Advisors, Inc. is an SEC-registered investment adviser based in Lincoln, MA. The firm has been registered since 1983. It reports $3.1 billion in regulatory assets under management and employs 13 people.
Pear Tree Advisors, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Marie Umphrey | Owner | 50-75% | 2000 |
| Deborah Anne Kessinger Control | Chief Compliance Officer | Under 5% | 2006 |
| Lawrie Wells Okurowski | Owner | 50-75% | 2000 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Pear Tree Advisors, Inc. manage?
Pear Tree Advisors, Inc. reports $3.1 billion in regulatory assets under management on its Form ADV.
How many employees does Pear Tree Advisors, Inc. have?
Pear Tree Advisors, Inc. reports 13 employees.
Where is Pear Tree Advisors, Inc. located?
Pear Tree Advisors, Inc. is based in Lincoln, MA and has been SEC-registered since 1983.
Does Pear Tree Advisors, Inc. disclose fund performance?
Pear Tree Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 55 Old Bedford Road, Suite 202, Lincoln, MA 01773-1124 |
| Phone | 781-259-1144 |
| Fax | 781-259-1166 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 919086 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.09B▼ 32%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$3.09Bregulatory AUM
Discretionary $3.09B