Alina
Monisov

Pear Tree Partners, Lp

CRD#6235159
Investment Advisor
in Lincoln, MA

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About this Advisor

Alina Monisov is a financial advisor based in Lincoln, Massachusetts, working with Pear Tree Partners, Lp. Alina has previously held positions at Winslow, Evans & Crocker, Inc, Winslow Wealth Management LLC, Winslow Wealth Management, LLC, Pear Tree Advisors, U.S. Boston Capital Corporation, and Pear Tree Partners Lp. Alina has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Massachusetts. Currently, Alina is part of Pear Tree Partners, Lp, which operates out of Lincoln, Massachusetts. The firm has 6 employees and manages assets totaling $106.0 million. The services offered by the firm include portfolio management for pooled investment vehicles. The fee structure at Pear Tree Partners, Lp includes other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Others

Office Location

55 Old Bedford Road Suite 202
Lincoln, MA 01773

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Pear Tree Partners, Lp Brokerage Details

Total Assets Under Management

$106,008,641

MA Average: $16,012,751,954
Total Number of Employees

6

MA Average: 118
Total Number of Accounts

20

MA Average: 4,567
Average Account Size

$5,300,432

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Alina Monisov Work History

2021 - Present (3 years)

U.S. Boston Capital Corporation

2021 - Present (3 years)

Pear Tree Partners Lp

2021 - 2021 (< 1 year)

Pear Tree Partners Lp

2018 - 2021 (3 years)

Winslow, Evans & Crocker, Inc

2018 - 2021 (3 years)

Winslow Wealth Management, LLC

2017 - 2018 (1 year)

Pear Tree Advisors

2017 - 2018 (1 year)

U.S. Boston Capital Corporation

2015 - 2016 (1 year)

Winslow Wealth Management, LLC

2014 - 2015 (1 year)

Winslow Wealth Management LLC

2013 - 2016 (3 years)

Winslow, Evans & Crocker, Inc

Disclosures

Please visit the SEC profile of Alina Monisov to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pear Tree Partners, Lp

Alina Monisov
Lincoln, MA
Caleb Powers
Lincoln, MA
William Beckett
Lincoln, MA

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