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| Pear Tree Partners LP
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| CRD # | 152581 |
| SEC # | 801-71197 |
| CIK # | |
| AUM | $100.0 M (2025-03-12) |
| Employees | 6 (83% Investors, 100% Brokers) |
| Phone | 781-259-0249 |
| Address | 55 Old Bedford Road Lincoln, MA 01773 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | US Boston Growth Capital QSBS Fund LP | [2024-11-25] | 0.0 | 11.1 |
| PE | USB Focus Fund Suvie LLC | [2023-09-20] | 0.0 | 1.2 |
| PE | USB Focus Fund Sciaps 4 LLC | [2023-05-24] | 4.5 | 7.3 |
| 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 | 4.4 |
| PE | USB Focus Fund Nailbiter 1E LLC | [2021-12-23] | 0.5 | 5.8 |
| PE | USB Focus Fund Nailbiter 1 LLC | [2021-12-23] | 0.1 | 6.6 |
| PE | USB Focus Fund Sciaps 3 LLC | [2021-10-06] | 4.5 | 13.8 |
| PE | USB Focus Fund TAMR 2E LLC | [2021-06-07] | 7.3 | 7.2 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 17 | 100.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 17 | 100.0 |
| By Discretionary | ||
| Discretionary | 17 | 100.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 17 | 100.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 100.0 | |
| Total | 17 | 100.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Willard Umphrey | 36 | ||
| John McClellan | 31 | ||
| Pear Tree Partners LP | 21 | ||
| Kathryn Laing | 14 | ||
| Leon Okurowski | 10 | ||
| William Beckett | 8 | ||
| Caleb Powers | 3 | ||
| Jennifer Dougherty | 5 | ||
| Kathryn Collings Laing | 5 | ||
| Kathryn Liang | 2 | ||
| US Boston Growth Capital QSBS Fund GP LLC | 1 | ||
| Pear Tree Partners Management LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Klaff Realty LP
✚
|
IL | 0.2 |
|
Raven Capital Management LLC
✚
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NY | 0.2 |
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Watermill Management Company LLC
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MA | 0.1 |
|
Derby Copeland Management Group LLC
✚
|
NY | 0.1 |
|
Hunt Investment Management LLC
✚
|
NY | 0.1 |
|
Clairmont Capital Group LLC
✚
|
CA | 0.1 |
|
MCM Advisers LP
✚
|
CA | 0.1 |
|
Rioblanco Capital LLC
✚
|
PR | 0.1 |
|
Barrett Upton Capital Partners LLC
✚
|
IL | 0.1 |
|
Leon Capital Management LLC
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|
TX | 0.1 |