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| Pear Tree Partners LP
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| |
|---|---|
| CRD # | 152581 |
| SEC # | 801-71197 |
| CIK # | |
| AUM | $106.0 MM (2024-01-22) |
| Employees | 6 (83% Investors, 100% Brokers) |
| Phone | 781-259-0249 |
| Address | 55 Old Bedford Road Lincoln, MA 01773 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | USB Focus Fund Suvie LLC | [2023-09-20] | 0.0 | 0.4 |
| PE | USB Focus Fund Sciaps 4 LLC | [2023-05-24] | 4.5 | 2.9 |
| PE | USB Focus Fund Lumiradx 2-A LLC | [2022-07-21] | 0.1 | 0.0 |
| PE | USB Focus Fund Lumiradx 2-B LLC | [2022-07-21] | 0.3 | 8.8 |
| PE | USB Focus Fund TAMR 3 LLC | [2022-07-21] | 0.1 | 4.6 |
| PE | USB Focus Fund Nailbiter 1E LLC | [2021-12-23] | 0.5 | 5.5 |
| PE | USB Focus Fund Nailbiter 1 LLC | [2021-12-23] | 0.1 | 6.5 |
| PE | USB Focus Fund Sciaps 3 LLC | [2021-10-06] | 6.2 | 7.6 |
| PE | USB Focus Fund TAMR 2E LLC | [2021-06-07] | 7.3 | 7.2 |
| PE | USB Focus Fund TAMR 2 LLC | [2021-06-07] | 3.5 | 3.6 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 20 | 106.0 |
| (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 | 20 | 106.0 |
| By Discretionary | ||
| Discretionary | 20 | 106.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 106.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.0 | |
| Total | 20 | 106.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Willard Umphrey | 36 | |||
| John McClellan | 30 | |||
| Pear Tree Partners LP | 21 | |||
| Kathryn Laing | 14 | |||
| Leon Okurowski | 10 | |||
| William Beckett | 8 | |||
| Caleb Powers | 2 | |||
| Kathryn Collings Laing | 5 | |||
| Jennifer Dougherty | 5 | |||
| Kathryn Liang | 2 | |||
| View All | ||||
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|---|---|---|
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NY | 0.2 |
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PA | 0.2 |
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NY | 0.2 |
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TX | 0.2 |
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Phoenix Realty Group LLC
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NY | 0.1 |
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MCM Advisers LP
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Primestor Investment Management LLC
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Hunt Investment Management LLC
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NY | 0.1 |
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CO | 0.1 |
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Gamma Real Estate Capital Management Inc
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NY | 0.1 |