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MFWire: Pear Tree Funds
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Pear Tree Advisors, Inc.
55 Old Bedford Road
Lincoln North
Lincoln, MA  01773
Google Maps

Main Phone: 781-259-1144
Web Site: https://www.peartreefunds.com

Mutual Fund Brand(s)
Pear Tree Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Founded as Quantitative Investment Advisors, Inc., the advisor rebranded as Pear Tree Advisors, Inc. in August 2010. At the same time the Quant Funds rebranded to the Pear Tree Funds.
    Sponsored Opportunities

    Key People:
    Willard Umphrey
    President, Pear Tree Advisors
    Deborah Kessinger
    Chief Compliance Officer, Pear Tree Advisors
    Leon Okurowski
    Vice President, Co-Founder, Director, and Vice-President of the Pear Tree Funds, Pear Tree Advisors
    Jennifer Dougherty
    Principal, Private Client Group, US Boston Capital Corporation
    Kathryn Laing
    Principal, Private Client Group as well as President, Pear Tree Partners, US Boston Capital Corporation, Pear Tree Advisors
    Marc Griffin
    Director - Institutional Distribution, US Boston Capital Corporation
    Amanda Scott
    Senior Client Service Officer, Private Client Group, US Boston Capital Corporation
    Peggy Castignetti
    Director of Transfer Agency, Pear Tree Institutional Services
    Story Archive for Pear Tree Advisors, Inc.
    Published On Story Headline Publication
    4/24/2023 USCF Wins With $852MM MFWire.com
    3/21/2023 AXS Leads With $354MM MFWire.com
    2/22/2023 Small Firm Inflows Fall By $1.2B, But ... MFWire.com
    10/16/2019 A Global Equity Shop Three-Peats MFWire.com
    8/15/2018 ARK Wins July MFWire.com
    6/1/2018 A Liquid Alts Shop Roared In April MFWire.com
    2/28/2018 Clark Navigates Big Fund Flows MFWire.com
    7/24/2017 USCF and Edgewood Had a Fantastic June! MFWire.com
    6/2/2017 Filings for Fundsters - June 2, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    7/13/2012 DEA Doesn't Appreciate This Fund Exec's Distibution Efforts MFWire.com
     News Archives
    2024: Q3Q2Q1
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