WWW.NAVFUNDSERVICES.COM

Live / Applied — Non-final action mailed (as of 13 Mar 2026)

What this means for you

Not registered yet, but its 01 Oct 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
99423172
Mark type
Stylized text
Filed
01 Oct 2025
Attorney of record
Anna Dedio

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer software platform, namely, software for investment management, financial reporting, data analysis and support services or use in the alternative investment industry, including providing accounting, tax preparation, audit and compliance support, financial performance, data analytics and other reports, software for use by financial advisors, fund managers, investors and other users
  • Class 035 — Advertising and business services: Business management services, namely, administration of business engaged in financial records, for example, book-keeping, drawing up of statements of accounts, accounting, support financial auditing, tax preparation and filing services; providing business information via a website, data processing services [office functions], updating and maintenance of data in computer databases, accounting and tax preparation services provided to the alternative investment industry
  • Class 036 — Insurance and financial services: Hedge fund administration, namely, financial services provided to the alternative investment industry in the nature of financial administration of hedge funds
  • Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for providing accounting, tax preparation, audit and compliance support, financial performance, data analytics, managing and verifying and reconciling financial transactions, and management of data for use by financial advisors, fund managers, investors and other users in the alternative investment industry

Owner

Prosecution history

  • 13 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 13 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 13 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 20 Feb 2026 — ASSIGNED TO EXAMINER
  • 19 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 01 Oct 2025 — APPLICATION FILING RECEIPT MAILED
  • 01 Oct 2025 — NEW APPLICATION ENTERED

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