Caleb
Powers

Pear Tree Partners, Lp

CRD#4431243
Investment Advisor
in Lincoln, MA

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About this Advisor

Caleb Powers is a financial advisor based in Lincoln, Massachusetts, working with Pear Tree Partners, Lp. Caleb has previously held positions at Mansfield Sales Partners, National Protective Systems, Inc, Achieve Excellence, Palladium, U.S. Boston Capital Corporation, Massaro, Pear Tree Partners Lp, and Green Banana Seo. Caleb has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Caleb 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 63, Series 66

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

Caleb Powers Work History

2021 - Present (4 years)

U.S. Boston Capital Corporation

2021 - Present (4 years)

Pear Tree Partners Lp

2021 - Present (4 years)

Green Banana Seo

2012 - Present (13 years)

Massaro

2020 - 2021 (1 year)

Mansfield Sales Partners

2018 - 2021 (3 years)

National Protective Systems, Inc

2017 - 2018 (1 year)

Achieve Excellence

2012 - 2017 (5 years)

Palladium

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Disclosures

Please visit the SEC profile of Caleb Powers 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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