Forward Citations = 71

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2 inventors (with patents filed for the assignee):

Gary L Gastineau (7 out of 28 patents)

Todd J Broms (5 out of 10 patents)

7 patents: Sort by Forward Citations

1. 10504176 - Variants of NAV-based trading for less closely-linked components of index arbitrage complexes (2019-12-10),

2. 8655765 - Methods, systems and computer program products for automated incorporation of traded fund shares in qualified retirement plans (2014-02-18),

3. 8577787 - Methods, systems, and computer program products for obtaining best execution of orders to buy or sell a financial instrument for which a net asset value is periodically calculated (2013-11-05),

4. 8452682 - Methods, systems, and computer program products for facilitating non-transparent exchange-traded fund share creations and redemptions with optional early cutoff times (2013-05-28),

5. 8332307 - Variants of NAV-based trading for less closely-linked components of index arbitrage complexes (2012-12-11),

6. 8306901 - Methods, systems, and computer program products for obtaining best execution of orders to buy or sell a financial instrument for which a net asset value is periodically calculated (2012-11-06),

7. 8131621 - Methods, systems, and computer program products for providing risk management information and tools to traders in fund shares (2012-03-06),

Company Overview

Navigate Fund Solutions, LLC is a leading provider of fund administration and middle-office services for alternative investment managers. With a focus on transparency, accuracy, and efficiency, Navigate delivers tailored solutions to help clients navigate the complexities of fund operations. Services include fund accounting, investor services, and regulatory reporting.

Profile summary synthesized from public USPTO records and patent filings.

Company Badge

USPTO Data Jan 1 1976 - Oct 20 2026

7 Patents

#247 in Boston, MA

#2,306 in Massachusetts

#39,929 in US

Boston, MA, United States of America

Navigate Fund Solutions, LLC

Forward Citations = 71

2 inventors:

Gary L Gastineau (7 out of 28 patents)

Todd J Broms (5 out of 10 patents)

IDiyas Innovation Intelligence. (2026). Company Patent Portfolio: Navigate Fund Solutions, LLC. Retrieved from https://idiyas.com/company/navigate-fund-solutions

Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile

Data Sources: USPTO Patent Grant XML, Patent Center, EPO & CIPO • Normalized by IDiyas Innovation Graph. Methodology & provenance architecturePlease report any incorrect information to [email protected]