PEAR TREE ADVISORS, INC.
Adviser information for PEAR TREE ADVISORS, INC. last updated from Form ADV on August 3rd, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | JUNE |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 10 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 6 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1 | $4.7B |
Non-Discretionary | 0 | $0 |
Total | 1 | $4.7B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 1 | $4.7B |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for investment companiesSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUM |
Principal Office
55 OLD BEDFORD ROADSUITE 202
LINCOLN
MA
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 781-259-1144, Fax: 781-259-1166
Chief Compliance Officer
DEBORAH A KESSINGER
CHIEF COMPLIANCE OFFICER
55 OLD BEDFORD ROAD
SUITE 202
LINCOLN
MA
United States
Tel:
781-676-5965
Fax:
781-259-1166
D*********@****************M
(Full email address available in API data)
Industry Affiliates
PEAR TREE PARTNERS, LP | Other investment adviser, including financial planners |
U. S. BOSTON CAPITAL CORPORATION | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
UMPHREY, WILLARD, LEE | Individual | – | DIRECTOR AND PRESIDENT | 05/1983 | 50-75% |
OKUROWSKI, LEON | Individual | – | DIRECTOR, VICE PRESIDENT, TREASURER AND CLERK | 05/1983 | 50-75% |
UMPHREY, ANNE, MARIE | Individual | – | OWNER | 07/2000 | 50-75% |
OKUROWSKI, LAWRIE, WELLS | Individual | – | OWNER | 07/2000 | 50-75% |
KESSINGER, DEBORAH, ANNE | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2006 | < 5% |
LEON OKUROWSKI TRUST U/A DTD 5/14/2014 LEON OKUROWSKI TRUSTEE | Domestic Entity | – | OWNER | 04/2019 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2016 for period ending June 30th, 2016
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
Air Lease Corp | COM | 1K | 49K | – |
Allete Inc | COM | 2K | 30K | – |
Alliance Data Systems Corp | COM | 442 | 2K | – |
America Movil | ADR | 228 | 19K | – |
Ameris Bancorp | COM | 3K | 118K | – |
Anglogold Ashanti | ADR | 56 | 3K | – |
Arc Document Solutions | COM | 200 | 51K | – |
Asbury Automotive Group | COM | 1K | 28K | – |
Astoria Financial Corp | COM | 2K | 120K | – |
Banco Santender Chile | ADR | 108 | 6K | – |
Bel Fuse Inc | COM | 2K | 10K | – |
BHP Billiton | ADR | 35K | 1M | – |
BNC Bancorp | COM | 2K | 86K | – |
Brandywine Realty Trust | REIT | 469 | 28K | – |
Brookline Bancorp Inc | COM | 2K | 156K | – |
Bryn Mawr Bank Corp | COM | 2K | 54K | – |
Cambrex Corp | COM | 1K | 21K | – |
Cardtronics Inc | COM | 2K | 46K | – |
Cemex Sab Spons | ADR | 87 | 14K | – |
CIA Energetica | ADR | 16 | 7K | – |
Central Pacific Financial Co | COM | 2K | 84K | – |
China Unicom | ADR | 54 | 5K | – |
Chunghwa Tel | ADR | 168 | 5K | – |
CIA Cervecerias | ADR | 159 | 7K | – |
CIA de Minas | ADR | 111 | 9K | – |
Cinemark Holdings Inc | COM | 2K | 48K | – |
Cobiz Financial Inc | COM | 1K | 104K | – |
Coca Cola Femsa | ADR | 62 | 744 | – |
Colony Bankcorp | COM | 190 | 20K | – |
CPFL Energia | ADR | 59 | 5K | – |
Deckers Outdoor Corp | COM | 2K | 27K | – |
Diamondback Energy Inc | COM | 2K | 17K | – |
Dime Community Bancshares | COM | 2K | 97K | – |
Dupont Fabros Technology | REIT | 2K | 49K | – |
Education Realty Trust Inc | REIT | 3K | 59K | – |
Embraer SA | ADR | 101 | 5K | – |
Empresa NAC | ADR | 70 | 3K | – |
Endesa Americas SA | ADR | 35 | 3K | – |
Enersis Chile SA | ADR | 83 | 14K | – |
Enersis SA | ADR | 60 | 7K | – |
Entravision Communications | COM | 1K | 222K | – |
EPR Properties | REIT | 4K | 53K | – |
Fairpoint Communications Inc | COM | 1K | 89K | – |
Ferro Corp | COM | 3K | 188K | – |
FNB Corp | COM | 1K | 118K | – |
Fomento Economento | ADR | 74 | 795 | – |
Gerdau | ADR | 27 | 15K | – |
Gold Fields | ADR | 64 | 13K | – |
Greenbrier Companies Inc | COM | 2K | 55K | – |
Grupo Aeroportuario | ADR | 153 | 1K | – |
Grupo Televisa | ADR | 186 | 7K | – |
Hercules Technology Growth | COM | 2K | 123K | – |
Hersha Hospitality Trust | REIT | 1K | 63K | – |
Imax Corp | COM | 3K | 88K | – |
Infosys Technologies | ADR | 33K | 2M | – |
Integrated Device Tech Inc | COM | 2K | 108K | – |
International Bancshares Crp | COM | 2K | 61K | – |
International Game Technolog | COM | 35K | 2M | – |
IPATH MSCI India | ETF | 2K | 32K | – |
ISHARES MSCI EM | ETF | 3 | 100 | – |
ISHARES MSCI INDIA | ETF | 605 | 22K | – |
Itau Corpbanca | ADR | 128 | 10K | – |
JD.com Inc | ADR | 38 | 2K | – |
Kforce Inc | COM | 2K | 120K | – |
KT Corp | ADR | 100 | 7K | – |
Luxoft Holding Inc | COM | 2K | 26K | – |
Microsemi Corp | COM | 1K | 35K | – |
Mobile Tel | ADR | 538 | 65K | – |
Motorcar Parts of America Inc | COM | 1K | 43K | – |
National Cinemedia Inc | COM | 2K | 99K | – |
Natus Medical Inc | COM | 3K | 66K | – |
NCI Building Systems Inc. | COM | 615 | 38K | – |
New Oriental Education | ADR | 51 | 1K | – |
Papa Johns Intl Inc | COM | 2K | 22K | – |
PETROCHINA | ADR | 34 | 505 | – |
Phibro Animal Health Corp | COM | 1K | 77K | – |
Philippine Long Dist | ADR | 107 | 2K | – |
Physicians Realty Trust | REIT | 2K | 116K | – |
Pinnacle Financial Partners | COM | 1K | 28K | – |
Qihoo 360 Tech | ADR | 26 | 359 | – |
Quimica Y Minera | ADR | 165 | 7K | – |
Regal Entertainment Group | COM | 2K | 107K | – |
Restoration Hardware Holding | COM | 1K | 41K | – |
Select Income | REIT | 1K | 46K | – |
SK Telecom | ADR | 156 | 7K | – |
Southern Copper | COM | 142 | 5K | – |
Southwest Bancorp | COM | 2K | 89K | – |
Spirit Airlines Inc | COM | 593 | 13K | – |
Swift Transporation Co | COM | 2K | 106K | – |
Taiwan Semiconductor | ADR | 28 | 1K | – |
Tal Education Group | ADR | 47 | 754 | – |
Telefonica Brasil | ADR | 78 | 6K | – |
Telekomunik Indonesia | ADR | 221 | 4K | – |
Teva Pharm | ADR | 31K | 619K | – |
TIM Part | ADR | 65 | 6K | – |
Trex Company Inc | COM | 2K | 38K | – |
Turkcell | ADR | 71 | 8K | – |
Tutor Perini Corp | COM | 2K | 86K | – |
United Insurance Holdings Co | COM | 1K | 82K | – |
US Concrete Inc | COM | 2K | 27K | – |
Vanguard FTSE EM | ETF | 2K | 60K | – |
Verint Systems Inc. | COM | 1K | 30K | – |
Web.com Group | COM | 1K | 79K | – |
Wesco International Inc | COM | 2K | 34K | – |
Wisdomtree India | COM | 260 | 13K | – |
YY Inc | ADR | 434 | 13K | – |