Owner · Pear Tree Advisors, Inc.
Lawrie W. Okurowski
CRD 4301888 · Named on Form ADV at one SEC-registered adviser
At a glance
Pear Tree Advisors, Inc., an SEC-registered asset manager based in Lincoln, MA with $2.6 billion in regulatory assets, lists Lawrie W. Okurowski on its Form ADV as Owner.
Firms and roles
- Pear Tree Advisors, Inc.OwnerAsset manager · Lincoln, MA · $2.6B in regulatory assets
AtlasMembers
Lawrie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Willard Lee UmphreyDirector, Pear Tree Advisors, Inc.
- Leon OkurowskiDirector, Vice President, Treasurer and Clerk, Pear Tree Advisors, Inc.
- Anne M. UmphreyOwner, Pear Tree Advisors, Inc.
- Deborah Anne KessingerChief Compliance Officer, Pear Tree Advisors, Inc.
- Marc L. GriffinPresident, Pear Tree Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lawrie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.