U.S. federal trademark · Serial No. 87080613 · Reg. No. 5351452
Providing education and training in the nature of workshops and seminars in the field of private equity to aid limited partners in managing the risk, exposure, and direction of their private equity programs
Financial planning, consulting, advisory, and management services; securities brokerage and financial securities research services; investment dealer services; investment and portfolio management services comprising securities, commodities, real assets, and financial assets; investment and portfolio consultation services comprising securities, commodities, real assets, and financial assets; financial investment and financial portfolio advisory services, namely, providing advice relating to financial investment sub-strategies and alternative assets, partnership investments, secondary investments, co-investments, direct investments, sub-asset allocations, commitment pacing, and cash flow; financial investment strategy consultation and research; private equity consulting; financial forecasting and valuation analysis services
Business research related to securities; business research related to sales of alternative investment products and business management related to sales of alternative investment products; economic forecasting and analysis services, namely, analysis of economic arrangements in the nature of management fee calculations, partnership expenses, fee allocations, distribution waterfalls, clawbacks and tax distributions
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.