PEAR TREE PARTNERS, LP

UUIDd3a3d9b9-7b49-5857-bef9-8c7a1947a78c

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:51

Updated2025-10-23 02:24:27

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	152581	152581	—	1.0
sec_file_number	801-71197	801-71197	—	—

HQ CityLINCOLN

HQ StateMA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

As of 2025-03-12 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
BECKETT, WILLIAM, JOSEPH	PRINCIPAL	OFFICER	—	{"filing_id": "2016966", "owner_id": "6021358", "source": "adv_part1", "table": "Schedule_A_B"}
McClellan, John, Drew	MEMBER	OFFICER	—	{"filing_id": "2016966", "owner_id": "6623538", "source": "adv_part1", "table": "Schedule_A_B"}
Monisov, Alina	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2016966", "owner_id": "6235159", "source": "adv_part1", "table": "Schedule_A_B"}
PEAR TREE PARTNERS MANAGEMENT, LLC	GENERAL PARTNER	OFFICER	—	{"filing_id": "2016966", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
UMPHREY, WILLARD, LEE	MEMBER	OFFICER	—	{"filing_id": "2016966", "owner_id": "451556", "source": "adv_part1", "table": "Schedule_A_B"}
Collings, Kathryn, Matthews	LIMITED PARTNER	EMPLOYEE	—	{"filing_id": "2016966", "owner_id": "2842111", "source": "adv_part1", "table": "Schedule_A_B"}
OKUROWSKI, LEON	LIMITED PARTNER	EMPLOYEE	—	{"filing_id": "2016966", "owner_id": "351799", "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.