Pear Tree Advisors, Inc.

Registered investment adviser · Lincoln, MA · CRD #104576

Form ADV data as of 2026-09-01

Regulatory assets

$3.09 billion

Total accounts

Employees

Disclosure events

Firm details

Telephone: 781-259-1144
SEC file number: 801-19222
Most recent Form ADV filing: 2025-09-25
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

A self-regulatory organization found a violation of its rules

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$3.09 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$3.09 billion
Discretionary accounts	1
Non-discretionary accounts	0
Total accounts	1
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	13
Employees performing investment advisory functions (including research)	1
Employees who are registered representatives of a broker-dealer	10
Employees registered as investment adviser representatives with a state	3
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under management

Advisory services offered

Portfolio management for investment companiesSelection of other advisers (including private fund managers)

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Sponsor or syndicator of limited partnerships

Client types

Type of client	Clients	Assets
Investment companies	1	$3.09 billion