Pear Tree Advisors, Inc.
- Regulatory AUM
- $3.1B
- Discretionary
- $3.1B
- Clients
- 1
- Avg AUM / client
- $3.1B
- Accounts
- 1
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 25, 2025
Investments (13F portfolio — 105 positions, $238,088)
13F period Jun 30, 2016| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Bhp Billiton | ADR | $35,319 | 1,391,600 | 14.8% | 0.0% |
| 2 | International Game Technolog | COM | $34,994 | 1,867,365 | 14.7% | 0.0% |
| 3 | Infosys Technologies | ADR | $32,654 | 1,829,322 | 13.7% | 0.0% |
| 4 | Teva Pharm | ADR | $31,108 | 619,319 | 13.1% | 0.0% |
| 5 | Epr Properties | REIT | $4,309 | 53,410 | 1.81% | 0.0% |
| 6 | Ameris Bancorp | COM | $3,496 | 117,700 | 1.47% | 0.0% |
| 7 | Education Realty Trust Inc | REIT | $2,720 | 58,957 | 1.14% | 0.0% |
| 8 | Imax Corp | COM | $2,604 | 88,331 | 1.09% | 0.0% |
| 9 | Ferro Corp | COM | $2,516 | 188,035 | 1.06% | 0.0% |
| 10 | Natus Medical Inc | COM | $2,503 | 66,220 | 1.05% | 0.0% |
| 11 | Physicians Realty Trust | REIT | $2,429 | 115,622 | 1.02% | 0.0% |
| 12 | Regal Entertainment Group | COM | $2,356 | 106,911 | 0.99% | 0.0% |
| 13 | Dupont Fabros Technology | REIT | $2,339 | 49,205 | 0.98% | 0.0% |
| 14 | Integrated Device Tech Inc | COM | $2,171 | 107,839 | 0.91% | 0.0% |
| 15 | Vanguard Ftse Em | ETF | $2,103 | 59,700 | 0.88% | 0.0% |
| 16 | Ipath Msci India | ETF | $2,101 | 32,295 | 0.88% | 0.0% |
| 17 | Tutor Perini Corp | COM | $2,036 | 86,471 | 0.86% | 0.0% |
| 18 | Kforce Inc | COM | $2,022 | 119,694 | 0.85% | 0.0% |
| 19 | Central Pacific Financial Co | COM | $1,980 | 83,883 | 0.83% | 0.0% |
| 20 | Bnc Bancorp | COM | $1,958 | 86,200 | 0.82% | 0.0% |
| 21 | Allete Inc | COM | $1,920 | 29,700 | 0.81% | 0.0% |
| 22 | Astoria Financial Corp | COM | $1,841 | 120,100 | 0.77% | 0.0% |
| 23 | Cardtronics Inc | COM | $1,839 | 46,183 | 0.77% | 0.0% |
| 24 | Wesco International Inc | COM | $1,766 | 34,300 | 0.74% | 0.0% |
| 25 | Luxoft Holding Inc | COM | $1,766 | 26,281 | 0.74% | 0.0% |
Top 25 of 105 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $3.1B | 100.0% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Leon Okurowski | Director, Vice President, Treasurer And Clerk | May 1983 (43y) | 50% – 75% | |
| Willard Lee Umphrey | Director And President | CFA | May 1983 (43y) | 50% – 75% |
| Okurowski, Lawrie, Wells | Owner | Jul 2000 (26y) | 50% – 75% | |
| Umphrey, Anne, Marie | Owner | Jul 2000 (26y) | 50% – 75% | |
| Kessinger, Deborah Anne | Chief Compliance Officer | Oct 2006 (20y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Leon Okurowski Trust U/A Dtd 5/14/2014 Leon Okurowski Trustee | Owner | Apr 2019 | A | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/25/2025 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 25, 2025.
View current Form ADV (SEC/IAPD) ↗