The PEAR TREE PARTNERS GROUP is a privately held investment adviser that advises $3.5Bn in regulatory assets under management held in 1 SEC fund types across 4 investment strategies. PEAR TREE PARTNERS GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets decreased by 42.57% over the last 5-years.
The Group has been registered with the SEC for 43.16 years and is comprised of 3 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 55 OLD BEDFORD ROAD SUITE 202, LINCOLN, MASSACHUSETTS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 24 employees comprised of 6 investment and 18 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $3.5Bn in assets advised are owned by 20 private funds, 6 public funds and BDCs and 5 other accounts. Assets of Investment Companies (IC) clients own $3.09Bn or 88.34% of Total Assets and High Net Worth Individuals own $279.05mn or 7.98% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Early Stage and Multi Strat, representing 98.2%, 1.15% and 0.47% of total assets, respectively.
They advise 5 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 10 private funds with $41.65mn in assets.
The Group discloses advisory fees, fixed fees and management fees.
PEAR TREE PARTNERS GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.