SourcingSourcing

PEAR TREE ADVISORS, INC.

C50
CRD 104576·SEC 801-19222·LINCOLN, MA
AUM
$3.09B
$1B+
Est. Revenue
$30.9M
@ 1% on AUM
Est. EBITDA
$9.3M
@ 30% margin
Est. Deal Value
$74.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PEAR TREE ADVISORS, INC.
CRD
104576
SEC file #
801-19222
EIN
042789623
DBA names
—

Economics

AUM
$3.09B
AUM band
$1B+
AUM trajectory
'20'26
$5.10B → $3.09B▼ -39%
Client mix
Investment Companies1

Operations

Employees (total)
13
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
LINCOLN MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
09/25/2025
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEON OKUROWSKI TRUST U/A DTD
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
LEON OKUROWSKI TRUST U/A DTD
OKUROWSKI, LEON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000919086
Edgar Registered
Yes
Edgar Filing Count
143
Edgar First Filing Date
1999-05-14
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
73
Edgar 13f Latest AUM Estimate
Filing Date2016-08-12
Accession0001140361-16-076127
Edgar Former Names
QUANTITATIVE INVESTMENT ADVISORS INC
QUANTITATIVE ADVISORS INC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
55 OLD BEDFORD ROADSUITE 202LINCOLN, MA 01773
Business
55 OLD BEDFORD ROADSUITE 202LINCOLN, MA 01773
Edgar EIN
042789623
Edgar Recent Filings
13F-NT2026-05-11 · 0000919086-26-000003
40-APP/A2026-05-06 · 0001999371-26-010109
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
OKUROWSKI, LEON
IAR · Direct Owner · 62.5%
351799
UMPHREY, WILLARD LEE
IAR · Direct Owner · 62.5%
451556
OKUROWSKI, LAWRIE, WELLS
Direct Owner · 62.5%
4301888
ANNE MARIE UMPHREY
Direct Owner · 62.5%
2328381
GRIFFIN, MARC, LAWRENCE
Executive Officer · 2.5%
4396039
KESSINGER, DEBORAH ANNE
Executive Officer · 2.5%
1801530