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INSTITUTE FOR PRIVATE INVESTORS, INC.

INSTITUTE FOR PRIVATE INVESTORS, INC.

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Company Details

Name:	INSTITUTE FOR PRIVATE INVESTORS, INC.
Jurisdiction:	New York
Legal type:	DOMESTIC BUSINESS CORPORATION
Status:	Active
Date of registration:	27 Jan 1997 (28 years ago)
Entity Number:	2106293
ZIP code:	10004
County:	New York
Place of Formation:	New York
Address:	17 STATE STREET, 5TH FLOOR, NEW YORK, NY, United States, 10004

Shares Details

Shares issued 5000

Share Par Value 0

Type NO PAR VALUE

DOS Process Agent

Name	Role	Address
THE CORPORATION	DOS Process Agent	17 STATE STREET, 5TH FLOOR, NEW YORK, NY, United States, 10004

Agent

Name	Role	Address
INSTITUTE FOR PRIVATE INVESTORS	Agent	74 TRINITY PLACE, 17TH FL., NEW YORK, NY, 10006

Chief Executive Officer

Name	Role	Address
JOHN PETTIFOR	Chief Executive Officer	17 STATE STREET, NEW YORK, NY, United States, 10004

History

Start date	End date	Type	Value
2007-10-16	2013-01-25	Address	17 STATE STREET, NEW YORK, NY, 10004, USA (Type of address: Chief Executive Officer)
2007-09-26	2007-10-16	Address	17 STATE STREET, NEW YORK, NY, 10004, USA (Type of address: Service of Process)
1999-03-30	2007-09-26	Address	74 TRINITY PLACE, 17TH FL., NEW YORK, NY, 10006, USA (Type of address: Service of Process)
1999-02-16	1999-03-30	Address	74 TRINITY PLACE, 17TH FLOOR, NEW YORK, NY, 10006, 2101, USA (Type of address: Service of Process)
1999-02-16	2007-10-16	Address	74 TRINITY PLACE, 17TH FLOOR, NEW YORK, NY, 10006, 2101, USA (Type of address: Principal Executive Office)

Filings

Filing Number	Date Filed	Type	Effective Date
130125006289	2013-01-25	BIENNIAL STATEMENT	2013-01-01
110207002575	2011-02-07	BIENNIAL STATEMENT	2011-01-01
090106002537	2009-01-06	BIENNIAL STATEMENT	2009-01-01
071016002507	2007-10-16	BIENNIAL STATEMENT	2007-01-01
070926000049	2007-09-26	CERTIFICATE OF AMENDMENT	2007-09-26

Trademarks Section

Serial Number:

76456011

Mark:

INSTITUTE FOR PRIVATE INVESTORS

Status:

REGISTERED AND RENEWED

Mark Type:

SERVICE MARK

Application Filing Date:

2002-10-07

Mark Drawing Type:

Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)

Mark Literal Elements:

INSTITUTE FOR PRIVATE INVESTORS

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

arranging and conducting educational conferences and seminars in the field of private wealth management

First Use:

1994-12-12

International Classes:

041 - Primary Class

Class Status:

Active

For:

providing financial information to private investors via a web site related to private wealth management, namely, providing comparative information on asset allocation, post market commentary and performance updates; and providing an on-line computer database in the field of financial investments fo...

First Use:

1994-12-12

International Classes:

036 - Primary Class

Class Status:

Active

For:

arranging and conducting business conferences in the field of private wealth management

First Use:

1994-12-12

International Classes:

035 - Primary Class

Class Status:

Active

Serial Number:

76456008

Mark:

MEMBERLINK

Status:

REGISTERED AND RENEWED

Mark Type:

SERVICE MARK

Application Filing Date:

2002-10-07

Mark Drawing Type:

Typeset: Word(s)/letter(s)/number(s)

Mark Literal Elements:

MEMBERLINK

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Arranging and conducting educational conferences and seminars in the field of private wealth management; arranging and conducting business conferences and seminars in the field of private wealth management

First Use:

1993-08-10

International Classes:

041 - Primary Class

Class Status:

Active

For:

Providing on-line forums for transmission of messages among computer users concerning financial investments for private investors, namely, a forum for advisors to voice views or advocate and asset allocation

First Use:

1993-08-10

International Classes:

038 - Primary Class

Class Status:

Active

For:

Providing financial information to private investors via a web site related to private wealth management, namely, providing comparative information on asset allocation, post market commentary and performance updates; and providing an on-line computer database in the field of financial investments fo...

First Use:

1993-08-10

International Classes:

036 - Primary Class

Class Status:

Active

Serial Number:

75883467

Mark:

THE GRILL

Status:

REGISTERED AND RENEWED

Mark Type:

SERVICE MARK

Application Filing Date:

1999-12-30

Mark Drawing Type:

Typeset: Word(s)/letter(s)/number(s)

Mark Literal Elements:

THE GRILL

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Educational services, namely, conducting question-and-answer sessions at conferences whereby members ask questions to investment managers and the managers answer the questions on the spot, and members are able to observe how experts perform due diligence on potential investments and to learn about t...

First Use:

1996-10-09

International Classes:

041 - Primary Class

Class Status:

Active

Serial Number:

75769170

Mark:

FAMILY PERFORMANCE TRACKING

Status:

CANCELLED - SECTION 8

Mark Type:

SERVICE MARK

Application Filing Date:

1999-08-06

Mark Drawing Type:

Typeset: Word(s)/letter(s)/number(s)

Mark Literal Elements:

FAMILY PERFORMANCE TRACKING

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

INVESTMENT SERVICES, NAMELY, PROVIDING A WEB SITE ON A GLOBAL COMPUTER NETWORK FOR USE BY MEMBERS OF AN INVESTMENT INSTITUTE TO COMPARE THEIR PORTFOLIO ALLOCATIONS AND PERFORMANCE RETURNS AGAINST THOSE OF OTHER MEMBERS OF THE INSTITUTE

First Use:

1998-04-01

International Classes:

036 - Primary Class

Class Status:

Sec. 8 – Entire Registration

Serial Number:

74515031

Mark:

ADVISOR DATABANK

Status:

CANCELLED - SECTION 8

Mark Type:

TRADEMARK

Application Filing Date:

1994-04-22

Mark Drawing Type:

Typeset: Word(s)/letter(s)/number(s)

Mark Literal Elements:

ADVISOR DATABANK

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

collected, organized and computerized data in pamphlet form featuring information about investment advisors for use by private investors

First Use:

1993-01-25

International Classes:

016 - Primary Class

Class Status:

Sec. 8 – Entire Registration

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Date of last update: 01 Apr 2025

Sources: New York Secretary of State

INSTITUTE FOR PRIVATE INVESTORS, INC.

Is this your business?

Company Details

DOS Process Agent

Agent

Chief Executive Officer

History

Filings

Trademarks Section

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Goods And Services

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