U.S. federal trademark · Serial No. 75439292 · Reg. No. 2660996
organizing and offering interests in private equity funds for very high net worth individuals and institutions, which funds invest directly in public and private businesses, and providing investment banking and management advisory services solely to such funds and the companies they invest in, and excluding investment advisory services under the Registered Investment Advisory Act of 1940, as amended, broker/dealer services as a registered Broker/Dealer and NASD member firm, retail and commercial banking, retail financial services, sales of financial software and provision of third-party financial information via the Internet
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