CUSTOMIZABLE FUND Trademark
Trademark Overview
On Thursday, November 7, 2024, a trademark application was filed for CUSTOMIZABLE FUND with the United States Patent and Trademark Office. The USPTO has given the CUSTOMIZABLE FUND trademark a serial number of 98841783. The federal status of this trademark filing is REGISTERED as of Tuesday, August 5, 2025. This trademark is owned by Avestor Inc.. The CUSTOMIZABLE FUND trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
Capital investment services; Investment advisory services; Investment of funds; Mutual fund investment; Private equity fund investment services
Software as a service (SAAS) services featuring software for investment management and raising capital
General Information
| Serial Number | 98841783 |
| Word Mark | CUSTOMIZABLE FUND |
| Filing Date | Thursday, November 7, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 5, 2025 |
| Registration Number | 7879426 |
| Registration Date | Tuesday, August 5, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 17, 2025 |
Trademark Statements
| Goods and Services | Capital investment services; Investment advisory services; Investment of funds; Mutual fund investment; Private equity fund investment services |
| NOT AVAILABLE | "FUND" |
| Goods and Services | Software as a service (SAAS) services featuring software for investment management and raising capital |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, November 7, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, October 18, 2018 |
| First Use In Commerce Date | Thursday, October 18, 2018 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, November 7, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, October 18, 2018 |
| First Use In Commerce Date | Thursday, October 18, 2018 |
Trademark Owner History
| Party Name | Avestor Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Portland, OR 97229 |
| Party Name | Avestor Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Portland, OR 97229 |
| Party Name | Avestor Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Portland, OR 97229 |
Trademark Events
| Event Date | Event Description |
| Thursday, November 7, 2024 | NEW APPLICATION ENTERED |
| Saturday, April 26, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 6, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, May 13, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 13, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, May 13, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 13, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, May 13, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 11, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 17, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 17, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 5, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 5, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
