Systems and methods for providing financial services

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 8595112
APP PUB NO 20080228661A1
SERIAL NO

11740663

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ATTORNEY / AGENT: (SPONSORED)

Importance

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Abstract

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A new method and system for providing financial services is provided. These methods and systems can include providing banking and investment services to hedge fund money managers and other customers without the assistance or need for a prime broker. While employing the present invention a money manager may receive prime brokerage services from a bank or other financial service while at the same time be able to pursue investment opportunities with this bank or financial institution and other banks, institutions, and brokerages. The prime brokerage services that a money manger may receive can include accounting services, loan services, and cash management.

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First Claim

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Patent Owner(s)

Patent OwnerAddress
THE BANK OF NEW YORK MELLON225 LIBERTY STREET NEW YORK NY 10286

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Halldorson, Christopher Jersey City, US 2 17
Jin, Chaolun Harry West Winsor, US 4 35
Silitch, Nicolas New York, US 2 17

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Maintenance Fees

Fee Large entity fee small entity fee micro entity fee due date
11.5 Year Payment $7400.00 $3700.00 $1850.00 May 26, 2025
Fee Large entity fee small entity fee micro entity fee
Surcharge - 11.5 year - Late payment within 6 months $160.00 $80.00 $40.00
Surcharge after expiration - Late payment is unavoidable $700.00 $350.00 $175.00
Surcharge after expiration - Late payment is unintentional $1,640.00 $820.00 $410.00