9AT: PEAR TREE PARTNERS, LP

PEAR TREE PARTNERS, LP

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PEAR TREE PARTNERS, LP
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other names

PEAR TREE PARTNERS, LP
U.S. BOSTON GROWTH CAPITAL

Adviser Profile

Registration status

Registration Changed to PEAR TREE PARTNERS, LP

As of Date	09/20/2025
ADV Location	LINCOLN, MA, United States
Adviser Type - Large advisory firm
Number of Employees	6
of those in investment advisory functions	5

AUM^*	100,005,858 -6%
of that, discretionary	100,005,858 -6%
Private Fund GAV^*	0 -100%
Avg Account Size	5,882,698 11%
SMA’s	No
Private Funds	0 20
Contact Info	781 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Reported AUM

306M 262M 218M 175M 131M 87M 44M

2015 2016 2017 2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Brochure Summary

Overview

FirmDescription Pear Tree Partners, LP (“Pear Tree,” “we,” or “us”) provides overall management services to its clients. which consist of private funds; single purpose entities organized as Delaware limited liability companies (the “Focus Funds” or “Clients”). Each Focus Fund invests in private debt and/or equity securities of a single privately held company (each a “Portfolio Company”). Pear Tree has been in business for approximately 20 years. PrincipalOwners Pear Tree’s principal owners are Willard Lee Umphrey and John Drew McClellan. TypesofAdvisoryServices Pear Tree provides overall management services to its private funds, the Focus Funds. Pear Tree does not provide investment advice to anyone other than the Focus Funds. Pear Tree acts as the Manager and the sole Class B Member of each Focus Fund, as detailed in the Limited Liability Company Agreement for each Focus Fund. As the Manager Pear Tree has the power and authority to take all actions in connection with the purchase, management, and disposition of all the Focus Fund’s

investments. Pear Tree provides the Focus Funds with administrative services and personnel necessary to operate and administer each Focus Fund’s business and supervises the provision of services by third parties such as the Focus Fund’s counsel and accountant. TailoredRelationships Pear Tree’s advisory services are tailored to the needs of each private fund based on the Focus Fund’s target investment. The Limited Liability Company Agreement of each Focus Fund specifically identifies the Portfolio Company that the Focus Fund will invest in. WrapFeePrograms Pear Tree does not participate in wrap fee programs. AssetsUnderDiscretionaryandNon‐DiscretionaryManagement As of June 30, 2023, our discretionary net assets under management, net of any outstanding indebtedness owed by any one or more Focus Funds, were approximately $104, 568,931. The degree of Pear Tree’s discretion with respect to the assets of each Focus Fund is set forth and limited by each Focus Fund’s Limited Liability Company Agreement. We do not manage any assets on a non-discretionary basis.