FUND ADMINISTRATION, REDEFINED

What this means for you

Not registered yet, but its 19 Dec 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

99557410

Mark type

Stylized text

Filed

19 Dec 2025

Attorney of record

Naresh Kilaru

Goods and services

• Class 009 — Scientific and electric apparatus: Web-based computer software for financial and investment portfolio construction and management, data management, financial data analysis, producing financial models, analyzing financial risk management information, provide GAAP financial statements and investor performance reporting, verifying and processing investor transactions, and generating financial reports and investor capital statements
• Class 035 — Advertising and business services: Accounting services; Bookkeeping services; Tax reporting services, namely, preparation of tax returns, tax return filing services; fund accounting; providing corporate action services, namely, preparing financial reports for others for business or commercial purposes
• Class 036 — Insurance and financial services: Financial administration of funds and investments, namely, investment fund accounting, financial net asset value calculation and transfer agency services rendered to issuers of investment securities; taxation services, namely, tax payment processing services; financial services, namely, preparing and disseminating financial information, financial investment information, financial reports, and financial investment reports to investors; Financial risk management services in the field of anti-money laundering services; providing corporate action services, namely, providing financial information
• Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable software for investor onboarding in the nature of analyzing investor information and verifying financial transactions in the field of private equity and hedge funds asset management; Software as a service (SAAS) services featuring software for financial and management, financial data analysis, analyzing financial risk management information, provide GAAP financial statements and investor performance reporting, verifying and reconciling financial transactions, and generating financial reports; Providing temporary use of online non-downloadable software for financial portfolio reporting and the transmission, recording, viewing, storing, sharing, and analyzing of data; Identification verification services, namely, electronic signature verification services using technology to authenticate user identity
• Class 045 — Legal and security services: Identification verification services, namely, verification of personal identity as part of personal background investigations

Owner

• Piedmont Fund Services Inc., Herndon, VA, US

Prosecution history

• 22 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 19 Dec 2025 — APPLICATION FILING RECEIPT MAILED
• 19 Dec 2025 — NEW APPLICATION ENTERED