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99615588 | Trademark

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Filed Jan. 26, 2026
Serial No. 99615588
Examining Attorney BENJAMIN L SCHNELL
Class Software as a service (SAAS) services featuring software for planning, reporting, analyzing, accounting and portfolio management of alternative and private financial assets, namely, private equity, private credit, private debt, interval fund, and tender offer fund investment assets; none of the foregoing for conducting financial feasibility studies, reserve studies, capital reserve studies, reserve funding studies, or reserve planning; 100; 101
PMPLUS
Case Type Service mark
Status A final Office action refusing registration has been sent (issued) because the applicant neither satisfied nor overcame all requirements and/or refusals previously raised. The applicant may respond by filing (1) a request for reconsideration; and/or (2) an appeal to the Trademark Trial and Appeal Board. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 1 day, 21 hours ago
Filing Date # Docket Text