9AT: PEAR TREE PARTNERS, LP

Adviser Profile

As of Date	09/20/2025
Registration status	Registration Changed to PEAR TREE PARTNERS, LP
ADV Location	LINCOLN, MA, United States
Contact Info	781 xxxxxxx
Websites

AUM^*	100,005,858 -6%
of that, discretionary	100,005,858 -6%
Number of Employees	6
of those in investment advisory functions	5
Private Fund GAV^*	0 -100%
Avg Account Size	5,882,698 11%
SMA’s	No
Private Funds	0 20

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser PT CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund56.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV56.9m	AUM56.9m	#Funds2
Adviser GRANITE BRIDGE PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM89.8m	#Funds-
Adviser V DELIMA INVESTMENTS INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM63.5m	#Funds-
Adviser MCKINNEY CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund37.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV37.1m	AUM91.0m	#Funds1
Adviser LONETREE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund229.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV229.3m	AUM229.3m	#Funds6
Adviser DAUNTLESS CAPITAL PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund112.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund34.6m	Total Private Fund GAV147.0m	AUM283.5m	#Funds12
Adviser WEALTHBUILDERS INVESTMENTS	Hedge Fund-	Liquidity Fund-	Private Equity Fund8.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund2.8m	Total Private Fund GAV10.9m	AUM172.6m	#Funds2
Adviser OAK STREET INVESTMENTS	Hedge Fund-	Liquidity Fund-	Private Equity Fund64.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund7.1m	Total Private Fund GAV71.0m	AUM125.5m	#Funds8
Adviser REICON WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.9m	AUM220.1m	#Funds2
Adviser TWO ROADS PARTNERS MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund579.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV579.1m	AUM578.9m	#Funds7

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.

PEAR TREE PARTNERS, LP

PEAR TREE PARTNERS, LP

U.S. BOSTON GROWTH CAPITAL

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Employees

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Overview

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

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

PEAR TREE PARTNERS, LP

PEAR TREE PARTNERS, LP

U.S. BOSTON GROWTH CAPITAL