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PEAR TREE ADVISORS, INC.
CRD 104576File 801-19222
APPROVED
Disclosure events
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.58B
Top 25% of cohort (national)
Discretionary AUM
$2.58B
Clients
1
1 accounts
Employees
12
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 13, 1983
- Principal office
- 55 OLD BEDFORD ROAD, SUITE 202, LINCOLN, MA, 01773-1124
- Phone
- 781-259-1144
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.58B
- Discretionary AUM
- $2.58B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1
- Non-discretionary accounts
- 0
- Total accounts
- 1
- AUM per client
- $2.58B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $2.58B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Employees | 12 | 13 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $4,521,591,718 | $3,089,429,330 | decreased by$1,432,162,388 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,949,004,433 | $4,521,591,718 | decreased by$427,412,715 |
| Oct 1, 2022 | AUM | $5,820,047,680 | $4,949,004,433 | decreased by$871,043,247 |
| Oct 1, 2021 | AUM | $3,904,247,578 | $5,820,047,680 | increased by$1,915,800,102 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PEAR TREE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PEAR TREE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.