Trademark Overview
On Friday, May 16, 2025, a trademark application was filed for ELLIS with the United States Patent and Trademark Office. The USPTO has given the ELLIS trademark a serial number of 99189794. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, May 16, 2025. This trademark is owned by Portanova, Inc.. The ELLIS trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Computer & Software Services & Scientific Services categories with the following description:
Downloadable software for financial, investment, and portfolio data analysis, management, administration, and reporting, powered by artificial intelligence (AI); Downloadable software for use by specialized private credit fund managers and investment professionals with domestic and international investors, for fund operations which include but aren't limited to fund administration, investor accounting, financial reporting, compliance monitoring, and regulatory reporting; Downloadable software for managing complex and multi-jurisdictional fund structures, including bespoke fee arrangements, multi-layered entities, and alternative asset types; Downloadable software for automating financial data extraction, reconciliation, anomaly detection, investor communications, and preparation and generation of financial statements and partner reports in connection with financial services; Downloadable software for investor onboarding, capital formation processes, entity formation, and all document a...
Software as a service (SAAS) services featuring software using artificial intelligence (AI) for financial, investment, and portfolio data analysis, management, administration, and reporting; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for use by specialized private credit fund managers and investment professionals with domestic and international investors, for fund operations which include but aren't limited to fund administration, investor accounting, financial reporting, compliance monitoring, and regulatory reporting; Software as a service (SAAS) services featuring software for managing complex and multi-jurisdictional fund structures, including bespoke fee arrangements, multi-layered entities, and alternative asset types; Software as a service (SAAS) services featuring software for automating financial data extraction, reconciliation, anomaly detection, investor communications, and preparation and generation of financial statements a...
