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| Happy Holidays!! thanks for using AUM13F!! |
| Pear Tree Advisors Inc
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| CRD # | 104576 |
| SEC # | 801-19222 |
| CIK # | 0000919086 |
| AUM | $4.5 B (2025-03-03) |
| Employees | 12 (8% Investors, 75% Brokers) |
| Phone | 781-259-1144 |
| Address | 55 Old Bedford Road Lincoln, MA 01773-1124 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Lilly Eli & Co | 40.1 | ||
| Microsoft Corp | 6.9 | ||
| Apple Inc | 5.2 | ||
| Nvidia Corp | 4.2 | ||
| Amazon Com Inc | 3.0 | ||
| J P Morgan Chase & Co | 2.9 | ||
| Facebook Inc | 2.5 | ||
| Alphabet Inc | 2.0 | ||
| Broadcom Inc | 1.8 | ||
| ERIE Indemnity Co | 1.7 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 4.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 4.5 |
| By Discretionary | ||
| Discretionary | 1 | 4.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 1 | 4.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000919086] | |
| 13F-NT | [0000919086] |
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|---|---|---|
|
Cain International Advisers Limited
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4.7 | |
|
Simplify Asset Management Inc
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|
NV | 4.7 |
|
Invesco Investment Advisers LLC
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IL | 4.6 |
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Versus Capital Advisors LLC
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Healthcare Community Securities Corporation
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NY | 4.6 |
|
VETA Investment Partners LLC
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|
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CT | 4.4 |
|
Stable Asset Management LP
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|
NY | 4.3 |
|
Mackenzie Investments Europe Limited
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|
4.3 | |
|
Acadian Asset Management Australia Limited
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4.3 |