# PEAR TREE ADVISORS, INC.

PEAR TREE ADVISORS, INC. of LINCOLN, MA is an SEC-registered investment adviser.

## Registration

- CRD: 104576
- Type: SEC-registered investment adviser
- SEC file number: 801-19222
- Location: 55 OLD BEDFORD ROAD, SUITE 202, LINCOLN, MA, 01773-1124
- Phone: 781-259-1144
- Latest filing: 2025-09-25
- Regulatory AUM: $3.1B
- Discretionary AUM: $3.1B
- Clients: 13
- Accounts: 1

## Business model

- Compensation: % of AUM
- Clients served: Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Leon Okurowski | DIRECTOR, VICE PRESIDENT, TREASURER AND CLERK | Lincoln, MA |
| Willard Lee Umphrey | DIRECTOR | — |
| Anne Marie Umphrey | OWNER | — |
| Lawrie Wells Okurowski | OWNER | — |
| Deborah Anne Kessinger | CHIEF COMPLIANCE OFFICER | — |
| Marc Lawrence Griffin | PRESIDENT | — |
| MARIUS FREDERICK STEWART | PRESIDENT | — |
| UMPHREY WILLARD LEE | DIRECTOR; DIRECTOR AND PRESIDENT | — |
| OKUROWSKI LEON | DIRECTOR, VICE PRESIDENT, AND CLERK; DIRECTOR, VICE PRESIDENT, TREASURER AND CLERK; VICE PRESIDENT, TREASURER AND CLERK | — |
| WATSON ELIZABETH ANN | VICE PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND GENERAL COUNSEL | — |
| UMPHREY ANNE MARIE | OWNER | — |
| OKUROWSKI LAWRIE W | OWNER | — |
| KESSINGER DEBORAH ANNE | CHIEF COMPLIANCE OFFICER | — |
| DOUGHERTY JENNIFER DOWLING | CHIEF FINANCIAL OFFICER/TREASURER; VICE PRESIDENT | — |
| OKUROWSKI LAWRIE WELLS | OWNER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104576/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104576/similar
- Related entities: https://search.stillhousedata.com/firm/104576/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104576

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.