INSTITUTIONAL INVESTOR LLC

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Company Details

Name:	INSTITUTIONAL INVESTOR LLC
Jurisdiction:	New York
Legal type:	FOREIGN DESIGNATION OF THE SECRETARY OF STATE
Status:	Recorded
Date of registration:	11 Oct 2023 (2 years ago)
Entity Number:	7157787
Place of Formation:	New York
Foreign Legal Name:	INSTITUTIONAL INVESTOR LLC

Links between entities

Type:

Headquarter of

Company Number:

0859384

State:

KENTUCKY

KENTUCKY profile:

INSTITUTIONAL INVESTOR LLC (KY)

Type:

Headquarter of

Company Number:

0859408

State:

KENTUCKY

KENTUCKY profile:

INSTITUTIONAL INVESTOR LLC (KY)

Commercial and government entity program

CAGE number:

3G5A2

Status:

Active

Type:

Non-Manufacturer

CAGE Update Date:

2024-03-02

CAGE Expiration:

2028-03-24

SAM Expiration:

2024-03-02

Contact Information

POC:

KELLY BAUGHMAN

Corporate URL:

http://www.institutionalinvestor.com

Filings

Filing Number	Date Filed	Type	Effective Date
231013002655	2023-10-11	CERTIFICATE OF DESIGNATION	2023-10-13

USAspending Awards / Contracts

Procurement Instrument Identifier:

9523ZY17PLIB0189

Link:

View Award on USAspending website

Award Or Idv Flag:

AWARD

Award Type:

PURCHASE ORDER

Action Obligation:

11235.00

Base And Exercised Options Value:

11235.00

Base And All Options Value:

11235.00

Awarding Agency Name:

Commodity Futures Trading Commission

Performance Start Date:

2017-09-01

Description:

IGF::OT::IGF AWARD OF CONTRACT

Naics Code:

511210: SOFTWARE PUBLISHERS

Product Or Service Code:

7030: INFORMATION TECHNOLOGY SOFTWARE

Procurement Instrument Identifier:

SECHQ116P0103

Link:

View Award on USAspending website

Award Or Idv Flag:

AWARD

Award Type:

PURCHASE ORDER

Action Obligation:

95000.00

Base And Exercised Options Value:

95000.00

Base And All Options Value:

475000.00

Awarding Agency Name:

Securities and Exchange Commission

Performance Start Date:

2016-09-01

Description:

IGF::OT::IGF ABSOLUTE RETURN DATABASE

Naics Code:

511120: PERIODICAL PUBLISHERS

Product Or Service Code:

D317: IT AND TELECOM- WEB-BASED SUBSCRIPTION

Procurement Instrument Identifier:

CF9523ZY16PLIB0204

Link:

View Award on USAspending website

Award Or Idv Flag:

AWARD

Award Type:

PURCHASE ORDER

Action Obligation:

18270.00

Base And Exercised Options Value:

18270.00

Base And All Options Value:

18270.00

Awarding Agency Name:

Commodity Futures Trading Commission

Performance Start Date:

2016-09-01

Description:

IGF::OT::IGF

Naics Code:

511210: SOFTWARE PUBLISHERS

Product Or Service Code:

7030: INFORMATION TECHNOLOGY SOFTWARE

Trademarks Section

Serial Number:

85877456

Mark:

SW INSTITUTIONAL INVESTOR'S SOVEREIGN WEALTH CENTER

Status:

Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.

Mark Type:

Trademark, Service Mark

Application Filing Date:

2013-03-15

Mark Drawing Type:

5 - AN ILLUSTRATION DRAWING WITH WORD(S)/LETTER(S)/NUMBER(S) IN STYLIZED FORM

Mark Literal Elements:

SW INSTITUTIONAL INVESTOR'S SOVEREIGN WEALTH CENTER

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Recorded discs, tapes, compact discs, CD-ROMs and DVDs, featuring a series of non-fiction books, publications, magazines, journals and/or periodicals on a wide variety of subjects; electronic publications, namely, newsletters and reports; on-line publications, namely, newsletters and reports; Intera...

International Classes:

009 - Primary Class

Class Status:

SECTION 8 - CANCELLED

For:

Printed matter, namely, newsletters and reports, printed publications, magazines, journals, periodical publications, newspapers, books, newsletters, guides, catalogues, stationery, instructional and teaching materials, course materials, manuals, pamphlets, reports all relating to financial markets a...

International Classes:

016 - Primary Class

Class Status:

SECTION 8 - CANCELLED

For:

Financial planning and investment advisory services; financial information, news and reporting services; research, analysis and information services relating to finance; financial investment brokerage, forecasting in relation to financial markets, advisory and consultancy services relating to the fo...

International Classes:

036 - Primary Class

Class Status:

SECTION 8 - CANCELLED

For:

electronic transmission of messages in the form of notifications and bulletins

International Classes:

038 - Primary Class

Class Status:

SECTION 8 - CANCELLED

For:

publication of printed matter such as books, magazines, journals, and periodicals; publication of books, publications, magazines, journals, periodicals and information recorded on discs, tapes, compact discs; production of video discs and tapes, compact discs, CD-ROMs and DVDs in the fields of finan...

International Classes:

041 - Primary Class

Class Status:

SECTION 8 - CANCELLED

Serial Number:

87135908

Mark:

INSTITUTIONAL INVESTOR'S ALPHA

Status:

Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.

Mark Type:

Service Mark

Application Filing Date:

2016-08-11

Mark Drawing Type:

5 - AN ILLUSTRATION DRAWING WITH WORD(S)/LETTER(S)/NUMBER(S) IN STYLIZED FORM

Mark Literal Elements:

INSTITUTIONAL INVESTOR'S ALPHA

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

on-line publications in field of finance

First Use:

2012-10-04

International Classes:

041 - Primary Class

Class Status:

ACTIVE

Serial Number:

87134005

Mark:

Status:

Mark Type:

Trademark

Application Filing Date:

2016-08-10

Mark Drawing Type:

5 - AN ILLUSTRATION DRAWING WITH WORD(S)/LETTER(S)/NUMBER(S) IN STYLIZED FORM

Mark Literal Elements:

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Magazines in the field of finance

First Use:

1967-05-01

International Classes:

016 - Primary Class

Class Status:

SECTION 8 - CANCELLED

Serial Number:

86220419

Mark:

THE JOURNAL OF MACHINE LEARNING & FINANCIAL BIG DATA: MATHEMATICAL INNOVATIONS FOR PRACTITIONERS

Status:

Mark Type:

Trademark, Service Mark

Application Filing Date:

2014-03-13

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

THE JOURNAL OF MACHINE LEARNING & FINANCIAL BIG DATA: MATHEMATICAL INNOVATIONS FOR PRACTITIONERS

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Financial journals relating to the use of quantitative tools and models, trading systems and other mathematical innovations in the field of financial services

International Classes:

016 - Primary Class

Class Status:

ACTIVE

For:

On-line financial journals provided electronically by means of the Internet relating to the use of quantitative tools and models, trading systems and other mathematical innovations in the field of financial services

International Classes:

041 - Primary Class

Class Status:

ACTIVE

Serial Number:

85926239

Mark:

PA PRACTICAL APPLICATIONS INSTITUTIONAL INVESTOR JOURNALS

Status:

Mark Type:

Trademark, Service Mark

Application Filing Date:

2013-05-08

Mark Drawing Type:

3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)

Mark Literal Elements:

PA PRACTICAL APPLICATIONS INSTITUTIONAL INVESTOR JOURNALS

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Printed publications in the nature of a series of books and a collection of summaries relating to the financial markets and financial research

First Use:

2013-07-20

International Classes:

016 - Primary Class

Class Status:

SECTION 8 - CANCELLED

For:

Providing e-mail notification alerts relating to developments in the financial field

First Use:

2013-10-09

International Classes:

038 - Primary Class

Class Status:

SECTION 8 - CANCELLED

For:

Online financial publications, e-books and digital summaries relating to the financial markets and financial research

First Use:

2013-10-03

International Classes:

041 - Primary Class

Class Status:

SECTION 8 - CANCELLED

Court Cases

Court Case Summary

Filing Date:

2024-08-06

Status:

Pending

Nature Of Judgment:

Missing

Jury Demand:

Plaintiff demands jury

Nature Of Suit:

Civil Rights Employment

Parties

Party Name:

COHEN INC.

Party Role:

Plaintiff

Party Name:

INSTITUTIONAL INVESTOR LLC

Party Role:

Defendant

Court Case Summary

Filing Date:

2024-08-06

Status:

Terminated

Nature Of Judgment:

no monetary award

Jury Demand:

Plaintiff demands jury

Nature Of Suit:

Civil Rights Employment

Parties

Party Name:

INSTITUTIONAL INVESTOR LLC

Party Role:

Defendant

Party Name:

SCOTT LLC

Party Role:

Plaintiff

Court Case Summary

Filing Date:

2019-02-26

Status:

Terminated

Nature Of Judgment:

no monetary award

Jury Demand:

Plaintiff demands jury

Nature Of Suit:

Americans with Disabilities Act - Employment

Parties

Party Name:

LEVIN

Party Role:

Plaintiff

Party Name:

LEVIN INC.

Party Role:

Plaintiff

Party Name:

INSTITUTIONAL INVESTOR LLC

Party Role:

Defendant

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Date of last update: 20 Mar 2025

Sources: New York Secretary of State

INSTITUTIONAL INVESTOR LLC

Is this your business?

Company Details

Links between entities

Commercial and government entity program

Contact Information

Filings

USAspending Awards / Contracts

Trademarks Section

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Court Cases

Court Case Summary

Parties

Court Case Summary

Parties

Court Case Summary

Parties

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