Lyell Wealth Management, LLC et al v. The Bank of New York Mellon Corporation et al
Plaintiff: Lyell Wealth Management, LLC, Lyell Wealth Management, LP, Matthew I Bennitt, Jeffrey Berry, Nancy F Tuck and Kevin Connell
Defendant: The Bank of New York Mellon Corporation, BNY Wealth Management, Bank Of New York Mellon, N.A., BNY Mellon, Atherton Lane Advisers, LLC, Perry Olson and Gary Patterson
Case Number: 4:2016cv05425
Filed: September 22, 2016
Court: US District Court for the Northern District of California
Office: San Francisco Office
County: San Mateo
Presiding Judge: William Alsup
Nature of Suit: Other Statutory Actions
Cause of Action: 28 U.S.C. ยง 1331
Jury Demanded By: Plaintiff

Available Case Documents

The following documents for this case are available for you to view or download:

Date Filed Document Text
March 27, 2017 Opinion or Order Filing 75 ORDER MAINTAINING STAY. Signed by Judge Alsup on 3/27/17. (whalc1, COURT STAFF) (Filed on 3/27/2017)
December 20, 2016 Opinion or Order Filing 72 AMENDED ORDER STAYING CASE. Signed by Judge Alsup on 12/20/16. (whalc1, COURT STAFF) (Filed on 12/20/2016)
December 16, 2016 Opinion or Order Filing 71 ORDER STAYING CASE by Judge Alsup granting 27 Motion to Stay; denying 33 Motion to Dismiss; finding as moot 39 Motion for Joinder Status Report due by 3/23/2017. Initial Case Management Conference set for 6/22/2017 11:00 AM in Courtroom 8, 19th Floor, San Francisco.. (whalc1, COURT STAFF) (Filed on 12/16/2016)
December 8, 2016 Opinion or Order Filing 61 NOTICE RE OPPORTUNITIES FOR YOUNG ATTORNEYS. Signed by Judge Alsup on 12/8/16. (whalc1, COURT STAFF) (Filed on 12/8/2016)
October 5, 2016 Opinion or Order Filing 18 SUPPLEMENTAL ORDER TO ORDER SETTING INITIAL CASE MANAGEMENT CONFERENCE re 17 Clerk's Notice. Signed by Judge William Alsup on 3/17/16. (dl, COURT STAFF) (Filed on 10/5/2016)
Access additional case information on PACER

Use the links below to access additional information about this case on the US Court's PACER system. A subscription to PACER is required.

Access this case on the California Northern District Court's Electronic Court Filings (ECF) System

Search for this case: Lyell Wealth Management, LLC et al v. The Bank of New York Mellon Corporation et al
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Web [ Unicourt | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: Lyell Wealth Management, LLC
Represented By: Jonas Noah Hagey
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: Lyell Wealth Management, LP
Represented By: Jonas Noah Hagey
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: Matthew I Bennitt
Represented By: Jonas Noah Hagey
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: Jeffrey Berry
Represented By: Jonas Noah Hagey
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: Nancy F Tuck
Represented By: Jonas Noah Hagey
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: Kevin Connell
Represented By: Jonas Noah Hagey
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Defendant: The Bank of New York Mellon Corporation
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Defendant: BNY Wealth Management
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Defendant: Bank Of New York Mellon, N.A.
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Defendant: BNY Mellon
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Defendant: Atherton Lane Advisers, LLC
Represented By: Roey Rahmil
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Defendant: Perry Olson
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Defendant: Gary Patterson
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]

Disclaimer: Justia Dockets & Filings provides public litigation records from the federal appellate and district courts. These filings and docket sheets should not be considered findings of fact or liability, nor do they necessarily reflect the view of Justia.


Why Is My Information Online?