Filed May 14, 2026

Serial No. 99824320

Examining Attorney null

Class Investment fund management services; Family office investment management services; Real estate investment trust management services; Family office services in the nature of investment management; Investment services, namely, asset acquisition, consultation, development and management services; Investment management services in the field of acquiring joint ventures; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning and investment advisory services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 100; 101; 102

Case Type Service mark