ALPHASIMPLEX Trademark

Trademark Overview


On Tuesday, February 16, 2016, a trademark application was filed for ALPHASIMPLEX with the United States Patent and Trademark Office. The USPTO has given the ALPHASIMPLEX trademark a serial number of 86908851. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Wednesday, November 1, 2023. This trademark is owned by VIRTUS CAPITAL ADVISERS, LLC. The ALPHASIMPLEX trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment management and advisory services
alphasimplex

General Information


Serial Number86908851
Word MarkALPHASIMPLEX
Filing DateTuesday, February 16, 2016
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateWednesday, November 1, 2023
Registration Number5202786
Registration DateTuesday, May 16, 2017
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 28, 2017

Trademark Statements


Goods and ServicesFinancial services, namely, investment management and advisory services
Pseudo MarkALPHA SIMPLEX

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, February 22, 2016
Primary Code036
First Use Anywhere DateThursday, February 4, 1999
First Use In Commerce DateThursday, February 4, 1999

Trademark Owner History


Party NameALPHASIMPLEX GROUP, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressBOSTON, MA 02109

Party NameMORGAN STANLEY SENIOR FUNDING, INC., AS ADMINISTRATIVE AGENT
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressBALTIMORE, MD 21231

Party NameAlphaSimplex Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBoston, MA 02109

Party NameAlphaSimplex Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressCambridge, MA 02142

Party NameAlphaSimplex Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCambridge, MA 02142

Party NameVIRTUS CAPITAL ADVISERS, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressATLANTA, GA 30305

Trademark Events


Event DateEvent Description
Friday, February 19, 2016NEW APPLICATION ENTERED
Monday, February 22, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, February 23, 2016NOTICE OF PSEUDO MARK MAILED
Wednesday, June 1, 2016ASSIGNED TO EXAMINER
Tuesday, June 7, 2016NON-FINAL ACTION WRITTEN
Wednesday, June 8, 2016NON-FINAL ACTION MAILED
Wednesday, October 19, 2016ASSIGNED TO EXAMINER
Tuesday, December 6, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, December 30, 2016ASSIGNED TO LIE
Thursday, January 19, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, January 19, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, January 19, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, January 26, 2017LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 8, 2017NOTICE OF PUBLICATION
Tuesday, February 28, 2017PUBLISHED FOR OPPOSITION
Tuesday, May 16, 2017REGISTERED-PRINCIPAL REGISTER
Monday, August 3, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, August 3, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, August 3, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, August 3, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, August 3, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, May 16, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, May 2, 2023TEAS SECTION 8 & 15 RECEIVED
Wednesday, July 19, 2023ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, November 1, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, November 1, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, November 1, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, March 11, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, March 11, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, March 11, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, March 11, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, March 11, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, November 26, 2025ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, November 26, 2025ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, November 26, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, November 26, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP