ELLIS
Live / Applied — Statement of use — registration review complete (as of 20 Aug 2026)
What this means for you
Not registered yet, but its 16 May 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99189794
- Mark type
- Stylized text
- Filed
- 16 May 2025
- Published for opposition
- 28 Oct 2025
- Attorney of record
- Elizabeth Oliner
Goods and services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software using artificial intelligence (AI) for financial, investment, and portfolio data analysis, management, administration, and reporting; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for use by specialized private credit fund managers and investment professionals with domestic and international investors, for fund operations which include but aren't limited to fund administration, investor accounting, financial reporting, compliance monitoring, and regulatory reporting; Software as a service (SAAS) services featuring software for managing complex and multi-jurisdictional fund structures, including bespoke fee arrangements, multi-layered entities, and alternative asset types; Software as a service (SAAS) services featuring software for automating financial data extraction, reconciliation, anomaly detection, investor communications, and preparation and generation of financial statements and partner reports in connection with financial services; Software as a service (SAAS) services featuring software for managing cross-border compliance obligations, including Know Your Customer (KYC), Anti-Money Laundering (AML), Shariah compliance, Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS), and Alternative Investment Fund Managers Directive (AIFMD); Software as a service (SAAS) services featuring software using artificial intelligence (AI) for tools used for investor onboarding, capital formation processes, entity formation, and all document automation in connection with financial services, alternative investments, and private credit funds
Owner
- Portanova, Inc., Wilmington, DE, US
- Portanova, Inc., Wilmington, DE, US
Prosecution history
- 08 Sept 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 08 Sept 2026 — REGISTERED-PRINCIPAL REGISTER
- 20 Aug 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 20 Aug 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 11 Aug 2026 — STATEMENT OF USE PROCESSING COMPLETE
- 24 Jun 2026 — USE AMENDMENT FILED
- 24 Jun 2026 — TEAS STATEMENT OF USE RECEIVED
- 23 Dec 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 28 Oct 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 28 Oct 2025 — PUBLISHED FOR OPPOSITION
- 22 Oct 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 30 Sept 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 30 Sept 2025 — ASSIGNED TO EXAMINER
- 16 May 2025 — APPLICATION FILING RECEIPT MAILED
- 16 May 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED