Pear Tree Partners, Lp
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 18, 2025
Private funds (17)
View all →Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $111M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Usb Focus Fund Sciaps 1, Llc | Private Equity Fund | Delaware | $19.6M | 23 |
| Usb Focus Fund Sciaps 2, Llc | Private Equity Fund | Delaware | $19.5M | 68 |
| Usb Focus Fund Sciaps 3, Llc | Private Equity Fund | Delaware | $13.8M | 51 |
| Us Boston Growth Capital Qsbs Fund Lp | Private Equity Fund | Delaware | $11.1M | 18 |
| Usb Focus Fund Tamr 1, Llc | Private Equity Fund | Delaware | $8.4M | 38 |
| Usb Focus Fund Sciaps 4, Llc | Private Equity Fund | Delaware | $7.3M | 26 |
| Usb Focus Fund Tamr 2 E, Llc | Private Equity Fund | Delaware | $7.2M | 36 |
| Usb Focus Fund Nailbiter 1, Llc | Private Equity Fund | Delaware | $6.6M | 28 |
| Usb Focus Fund Nailbiter 1 E, Llc | Private Equity Fund | Delaware | $5.8M | 39 |
| Usb Focus Fund Tamr 3, Llc | Private Equity Fund | Delaware | $4.4M | 32 |
| Usb Focus Fund Tamr 2, Llc | Private Equity Fund | Delaware | $3.6M | 31 |
| Usb Focus Fund Xxviii, Llc | Private Equity Fund | Delaware | $2.3M | 67 |
| Usb Focus Fund Suvie Llc | Private Equity Fund | Delaware | $1.2M | 13 |
| Usb Focus Fund Anokiwave 2, Llc | Private Equity Fund | Delaware | $119K | 49 |
| Usb Focus Fund Anokiwave 1, Llc | Private Equity Fund | Delaware | $70.6K | 87 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Collings, Kathryn, Matthews | Limited Partner | Oct 2000 (26y) | 5% – 10% | |
| Leon Okurowski | Limited Partner | Oct 2000 (26y) | Less than 5% | |
| Willard Lee Umphrey | Managing Member Of The General Partner, Principal | CFA | Oct 2000 (26y) | ≈ 0% – 3.75% via Pear Tree Partners Management, Llc |
| John Drew Mc Clellan | Managing Member Of The General Partner, Principal | Sep 2017 (9y) | ≈ 0% – 3.75% via Pear Tree Partners Management, Llc | |
| Beckett, William, Joseph | Principal | Aug 2020 (6y) | 5% – 10% | |
| Alina Monisov | Chief Compliance Officer | May 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pear Tree Partners Management, Llc | General Partner | Oct 2000 | A | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Willard Lee Umphrey: 50% – 75% of Pear Tree Partners Management, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- John Drew Mc Clellan: 50% – 75% of Pear Tree Partners Management, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
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.
Private funds (17, $111M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Usb Focus Fund Sciaps 1, Llc | Private Equity Fund | $19.6M | $50.0K | 23 |
| Usb Focus Fund Sciaps 2, Llc | Private Equity Fund | $19.5M | $100K | 68 |
| Usb Focus Fund Sciaps 3, Llc | Private Equity Fund | $13.8M | $50.0K | 51 |
| Us Boston Growth Capital Qsbs Fund Lp | Private Equity Fund | $11.1M | $100K | 18 |
| Usb Focus Fund Tamr 1, Llc | Private Equity Fund | $8.4M | $50.0K | 38 |
| Usb Focus Fund Sciaps 4, Llc | Private Equity Fund | $7.3M | $100K | 26 |
| Usb Focus Fund Tamr 2 E, Llc | Private Equity Fund | $7.2M | $50.0K | 36 |
| Usb Focus Fund Nailbiter 1, Llc | Private Equity Fund | $6.6M | $100K | 28 |
| Usb Focus Fund Nailbiter 1 E, Llc | Private Equity Fund | $5.8M | $100K | 39 |
| Usb Focus Fund Tamr 3, Llc | Private Equity Fund | $4.4M | $100K | 32 |
| Usb Focus Fund Tamr 2, Llc | Private Equity Fund | $3.6M | $50.0K | 31 |
| Usb Focus Fund Xxviii, Llc | Private Equity Fund | $2.3M | $25.0K | 67 |
| Usb Focus Fund Suvie Llc | Private Equity Fund | $1.2M | $25.0K | 13 |
| Usb Focus Fund Anokiwave 2, Llc | Private Equity Fund | $119K | $50.0K | 49 |
| Usb Focus Fund Anokiwave 1, Llc | Private Equity Fund | $70.6K | $25.0K | 87 |
| Usb Focus Fund Xix Llc | Private Equity Fund | $1 | $50.0K | 71 |
| Usb Focus Fund Xxiii, Llc | Private Equity Fund | $1 | $50.0K | 94 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/18/2025 | 2.58 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
Not reported.
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 18, 2025.
View current Form ADV (SEC/IAPD) ↗