Pear Tree Partners, LP

Pear Tree Partners, LP (CRD# 152581) is a financial advisory firm headquartered in Lincoln, MA. They manage $106,008,641 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
55 Old Bedford Road, Suite 202, Lincoln, MA 01773
https://www.usbostongrowthcapital.com
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $5,300,432
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Pear Tree Partners, LP
Showing 1 - 3 of 3 top financial advisors.
1
William Beckett, financial advisor Lincoln MA
William J. Beckett
CRD#: 6021358
55 Old Bedford Road, Suite 202, Lincoln, MA 01773

William Beckett (CRD# 6021358) is an Investment Advisor Representative working at Pear Tree Partners, LP in Lincoln, MA and has over 4 years of experience in the finance industry.

2
John McClellan, financial advisor Lincoln MA
John D. McClellan
CRD#: 6623538
55 Old Bedford Road, Suite 202, Lincoln, MA 01773

John McClellan (CRD# 6623538) is an Investment Advisor Representative working at Pear Tree Partners, LP in Lincoln, MA and has over 7 years of experience in the finance industry.

3
Caleb Powers, financial advisor Lincoln MA
Caleb C. Powers
CRD#: 4431243
55 Old Bedford Road, Suite 202, Lincoln, MA 01773

Caleb Powers (CRD# 4431243) is an Investment Advisor Representative working at Pear Tree Partners, LP in Lincoln, MA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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