OAKRIDGE

What this means for you

Not registered yet, but its 07 Jan 2026 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

99581458

Mark type

Stylized text

Filed

07 Jan 2026

Attorney of record

Dyan Finguerra-DuCharme

Goods and services

• Class 035 — Advertising and business services: Family office services in the nature of tax planning; Family office services in the nature of accounting services; Accounting services; Accounting advisory services; Vendor management services for family offices and high net-worth individuals
• Class 036 — Insurance and financial services: Investment fund management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Family office investment management services; Family office services in the nature of investment management; Financial planning and investment advisory services; Providing information in the field of financial planning for high net-worth individuals; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Estate trust management; Estate trust planning; Financial services, namely, estate settlement services; Wealth transfer planning; Philanthropic services concerning monetary donations; Financial advice relating to tax; Family office investment advisory services; Family office services in the nature of financial wealth management services; Family office services in the nature of investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of financial planning; Financial advisory and consultancy services, namely, creating personalized strategies for investment and wealth management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development

Owner

• Oakridge Management Group LLC, Stamford, CT, US

Prosecution history

• 07 Jan 2026 — APPLICATION FILING RECEIPT MAILED
• 07 Jan 2026 — NEW APPLICATION ENTERED