Serial 99581803

Live / Applied — New application — not yet assigned to an examiner (as of 07 Jan 2026)

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
99581803
Mark type
Design / logo
Filed
07 Jan 2026
Attorney of record
William P. Dickinson III

Goods and services

  • Class 036 — Insurance and financial services: Fund investment consultation; Capital investment consulting; Management of a capital investment fund; Investment fund management services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies for institutional investment sponsors, wealth-management intermediaries, and investment distribution firms; Investment consultation in the fields of tax-advantaged investment offerings, real estate investment vehicles, real estate, real assets, private equity, private credit, and other alternative investment categories; Investment management in the fields of tax-advantaged investment offerings, real estate investment vehicles, real estate, real assets, private equity, private credit, and other alternative investment categories; Providing information and research in the field of tax-advantaged investment offerings, real estate investment vehicles, real estate, real assets, private equity, private credit, and other alternative investment categories; consultation services in the field of tax-advantaged investment offerings, real estate investment vehicles, real estate, real assets, private equity, private credit, and other alternative investment categories; Financial data analysis in the field of tax-advantaged investment offerings, real estate investment vehicles, real estate, real assets, private equity, private credit, and other alternative investment categories.

Owner

Prosecution history

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

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