Patent ID: 8024246
Filing Date: 2011-09-20
Classification: G06Q

Abstract:
1. A computerized method for offering a program of hedge funds, said method comprising: providing, using a processor coupled to a non-transitory media, a plurality of single-manager feeder hedge funds sponsored by a financial company as part of said program using a feeder hedge fund provider unit, each of said feeder hedge funds having a value, wherein: selling said at least one of said feeder hedge funds from the financial company to a qualified purchaser using a selling unit; recording, using a processor coupled to a non-transitory media, said selling of said at least one of said feeder hedge funds to an account of the qualified purchaser; on request by said purchaser to the financial company, exchanging, using a processor coupled to a non-transitory media, said at least one of said feeder hedge funds with the financial company for at least one other feeder hedge fund within said program using the exchanging unit, wherein the exchanging is limited to a predetermined minimum amount and limited by predetermined increments; aggregating, using a processor coupled to a non-transitory media, the account with at least one other related account to compute an aggregated total; and determining, using a processor coupled to a non-transitory media, whether the aggregated total at least equals a predetermined minimum investment threshold, the minimum investment threshold being defined by an account manager.