Willard Lee Umphrey
DirectorPear Tree Advisors, Inc.CRD 451556
About Willard Lee Umphrey
Willard Lee Umphrey is listed as Director at Pear Tree Advisors, Inc. in Lincoln, MA. Form ADV reports a beneficial ownership band of 50-75%. Willard Lee Umphrey is associated with 5 registered advisers.
Reported ownership
Owns 50-75% of Pear Tree Advisors, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Willard Lee Umphrey work?
Willard Lee Umphrey is listed as Director at Pear Tree Advisors, Inc. on SEC Form ADV.
How much of Pear Tree Advisors, Inc. does Willard Lee Umphrey own?
Form ADV reports a beneficial ownership band of 50-75%.
Pear Tree Advisors, Inc.
| Title | Director |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 1983 |
Pear Tree Partners, LP
| Title | Managing Member Of The General Partner, Principal |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2000 |
U. S. Boston Capital Corporation
| Title | Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 1970 |
Pear Tree Partners, LP
| Title | Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2006 |
U. S. Boston Capital Corporation
| Title | Director |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 1971 |