U.S. federal trademark · Serial No. 97816769 · Reg. No. 7396404
Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Philanthropic services concerning monetary donations; Financial asset management; Financial management in the field of investment portfolios, private equity funds, and real estate investment; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Holding company services performed for third parties, namely, investment management; Venture capital fund management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.