U.S. federal trademark · Serial No. 99458487
Financial management in the field of investment funds, namely, financial administration of the investment funds of others in the nature of fund accounting, financial reporting, capital call and distribution processing, treasury and cash management, and investor reporting, all rendered to institutional investors, fund sponsors, and fund managers; and financial analysis and consultation, namely, financial modeling, forecasting, cash flow and scenario analysis for the investment funds of others, and consultation in the design, structuring, and operation of pooled investment funds, all rendered to fund sponsors, fund managers, and institutional investors, none of the foregoing being financial planning, financial planning consultation, or investment advisory services.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.