Pear Tree Advisors is an investment advisor in Lincoln with $4.95 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Quantitative Advisors Inc, Quantitative Investment Advisors Inc
SEC CIK
IRS number
42789623
SEC advisor number
801-19222
FINRA CRD number
104576
AUM ?
$4.95 bn
(as of 12 Sep 22)
Accounts
1
(as of 12 Sep 22)
Employees
12
(1 investment advisory or research)
Address
Pear Tree Advisors
55 OLD BEDFORD ROAD
SUITE 202
LINCOLN
MA 01773
55 OLD BEDFORD ROAD
SUITE 202
LINCOLN
MA 01773
Office hours
Monday - Friday, 8:30AM - 5:00PM
Phone
7812591144
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Umphrey, Willard, Lee | Director and President | 05/1983 | 50-75% |
Okurowski, Leon | Director, Vice President, Treasurer and Clerk | 05/1983 | 50-75% |
Umphrey, Anne, Marie | Owner | 07/2000 | 50-75% |
Okurowski, Lawrie, Wells | Owner | 07/2000 | 50-75% |
Kessinger, Deborah, Anne | Chief Compliance Officer | 10/2006 | < 5% |
Leon Okurowski Trust U/a DTD 5/14/2014 Leon Okurowski Trustee | Owner | 04/2019 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
13 Aug 24
13F-NT
Notice of holdings reported by another manager
14 May 24
13F-NT
Notice of holdings reported by another manager
14 Feb 24
13F-NT
Notice of holdings reported by another manager
13 Nov 23
13F-NT
Notice of holdings reported by another manager
2 Aug 23
13F-NT
Notice of holdings reported by another manager
15 May 23
13F-NT
Notice of holdings reported by another manager
13 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
15 Aug 22
13F-NT
Notice of holdings reported by another manager
10 May 22