William
Beckett

Pear Tree Partners, Lp

CRD#6021358
Investment Advisor
in Lincoln, MA

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About this Advisor

William Beckett is a financial advisor based in Lincoln, Massachusetts, working with Pear Tree Partners, Lp. William has previously held positions at Gefinor Capital, Clermont Capital Corporation, Usb Corporation, Us Boston Capital Corporation, and Pear Tree Partners Lp. William has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, William 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 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

William Beckett Work History

2021 - Present (4 years)

Pear Tree Partners Lp

2019 - Present (6 years)

Us Boston Capital Corporation

2019 - 2021 (2 years)

Pear Tree Partners Lp

2017 - 2017 (< 1 year)

Clermont Capital Corporation

2017 - 2018 (1 year)

Usb Corporation

2017 - 2018 (1 year)

Pear Tree Partners Lp

1993 - 2016 (23 years)

Gefinor Capital

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of William Beckett 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

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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