Hedge Fund Database

PEAR TREE PARTNERS, LP

Adviser information for PEAR TREE PARTNERS, LP last updated from Form ADV on January 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Partnership
Fiscal Year End JUNE
Legal Location Delaware, United States

Employees

Total Number of Employees 6
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 6
Registered State Investment Advisers 0
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 20 $106.0M
Non-Discretionary 0 $0
Total 20 $106.0M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 20 $106.0M
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 pooled investment vehicles
Compensation FIXED PERCENTAGE OF DISTRIBUTIONS

Identifiers

SEC RIA File Number 801-71197
SEC ERA File Number 801-71197
SEC CIK Numbers None
SEC CRD Numbers 152581
Legal Entity Identifier None

Principal Office

55 OLD BEDFORD ROAD
SUITE 202
LINCOLN
MA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 781 259 0249, Fax: 781 259 1166

Websites

www.usbostongrowthcapital.com

Chief Compliance Officer

ALINA MONISOV
55 OLD BEDFORD ROAD
SUITE 202
LINCOLN
MA
United States
Tel: 781-676-5902
Fax: 781-676-5943
(Full email address available in API data)

Regulatory Contact

JOHN MCCLELLAN
PRINCIPAL
155 OLD BEDFORD ROAD
SUITE 202
BEDFORD
MA
United States
Tel: 781-676-5920
Fax: 781-259-1166
(Full email address available in API data)

Industry Affiliates

PEAR TREE ADVISORS, INC. Other investment adviser, including financial planners
U. S. BOSTON CAPITAL CORPORATION Broker-dealer, municipal securities dealer, or gov securities broker or dealer
U.S. BOSTON INSURANCE AGENCY, INC Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
USB FOCUS FUND ANOKIWAVE 1, LLC Private Equity Fund $3.3M $0.0M 87
USB FOCUS FUND ANOKIWAVE 2, LLC Private Equity Fund $8.1M $0.1M 49
USB FOCUS FUND LUMIRADX 2-A LLC Private Equity Fund $0.0M $0.1M 66
USB FOCUS FUND NAILBITER 1, LLC Private Equity Fund $6.5M $0.1M 28
USB FOCUS FUND NAILBITER 1E, LLC Private Equity Fund $5.5M $0.1M 39
USB FOCUS FUND SCIAPS 1, LLC Private Equity Fund $9.0M $0.1M 23
USB FOCUS FUND SCIAPS 2, LLC Private Equity Fund $11.2M $0.1M 68
USB FOCUS FUND SCIAPS 3, LLC Private Equity Fund $7.6M $0.1M 51
USB FOCUS FUND SCIAPS 4, LLC Private Equity Fund $2.9M $0.1M 26
USB FOCUS FUND SEMACONNECT 3A, LLC Private Equity Fund $3.5M $0.0M 85
USB FOCUS FUND SEMACONNECT 3B LLC Private Equity Fund $3.2M $0.0M 44
USB FOCUS FUND SUVIE LLC Private Equity Fund $0.4M $0.0M 8
USB FOCUS FUND TAMR 1, LLC Private Equity Fund $9.7M $0.1M 38
USB FOCUS FUND TAMR 2, LLC Private Equity Fund $3.6M $0.1M 31
USB FOCUS FUND TAMR 2E, LLC Private Equity Fund $7.2M $0.1M 36
USB FOCUS FUND TAMR 3, LLC Private Equity Fund $4.6M $0.1M 32
USB FOCUS FUND XIX LLC Private Equity Fund $0.0M $0.1M 71
USB FOCUS FUND XXIII, LLC Private Equity Fund $0.0M $0.1M 94
USB FOCUS FUND XXVII, LLC Private Equity Fund $6.3M $0.0M 91
USB FOCUS FUND XXVIII, LLC Private Equity Fund $1.3M $0.0M 71

Control Persons

Name Type Entity Title Since Ownership
PEAR TREE PARTNERS MANAGEMENT, LLC Domestic Entity – GENERAL PARTNER 10/2000 < 5%
UMPHREY, WILLARD, LEE Individual – MANAGING MEMBER OF THE GENERAL PARTNER, PRINCIPAL 10/2000 25-50%
UMPHREY, WILLARD, LEE Individual PEAR TREE PARTNERS MANAGEMENT, LLC MEMBER 05/2006 50-75%
McClellan, John, Drew Individual – MANAGING MEMBER OF THE GENERAL PARTNER, PRINCIPAL 06/2018 25-50%
McClellan, John, Drew Individual PEAR TREE PARTNERS MANAGEMENT, LLC MEMBER 09/2017 50-75%
BECKETT, WILLIAM, JOSEPH Individual – PRINCIPAL 08/2020 5-10%
Monisov, Alina Individual – CHIEF COMPLIANCE OFFICER 05/2021 < 5%
Collings, Kathryn, Matthews Individual – LIMITED PARTNER 10/2000 5-10%
OKUROWSKI, LEON Individual – LIMITED PARTNER 10/2000 < 5%

No. Employees, Historic

105020192020202120222023202420257 on 4/16/20197 on 6/21/20196 on 9/27/20196 on 9/27/20195 on 8/18/20205 on 10/2/20206 on 6/7/20216 on 6/8/20216 on 9/30/20216 on 10/6/20216 on 12/23/20216 on 1/3/20226 on 3/17/20226 on 4/1/20226 on 7/21/20227 on 8/30/20226 on 3/14/20236 on 5/24/20236 on 9/20/20236 on 11/13/20236 on 1/22/2024

RAUM, Historic

300M150M02019202020212022202320242025188200000 on 4/16/2019188200000 on 6/21/2019206927582 on 9/27/2019206927582 on 9/27/2019206927582 on 8/18/2020126701233 on 10/2/2020184126787 on 6/7/2021184126787 on 6/8/2021183129981 on 9/30/2021183129981 on 10/6/2021183129981 on 12/23/2021183129981 on 1/3/2022183129981 on 3/17/2022183129981 on 4/1/2022183129981 on 7/21/2022140187143 on 8/30/2022140187143 on 3/14/2023140187143 on 5/24/2023106008641 on 9/20/2023106008641 on 11/13/2023106008641 on 1/22/2024

No. Clients, Historic

30150201920202021202220232024202519 on 4/16/201919 on 6/21/201920 on 9/27/201920 on 9/27/201920 on 8/18/202018 on 10/2/202018 on 6/7/202118 on 6/8/202118 on 9/30/202118 on 10/6/202118 on 12/23/202118 on 1/3/202218 on 3/17/202218 on 4/1/202218 on 7/21/202221 on 8/30/202221 on 3/14/202321 on 5/24/202320 on 9/20/202320 on 11/13/202320 on 1/22/2024