| Serial Number | 99189794 |
| Word Mark | ELLIS |
| Filing Date | Friday, May 16, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, October 28, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 28, 2025 |
| Goods and Services | 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 and partner reports in connection with financial services; Software as a service (SAAS) services featuring software for managing cross-border compliance obligations, including Know Your Customer (KYC), Anti-Money Laundering (AML), Shariah compliance, Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS), and Alternative Investment Fund Managers Directive (AIFMD); Software as a service (SAAS) services featuring software using artificial intelligence (AI) for tools used for investor onboarding, capital formation processes, entity formation, and all document automation in connection with financial services, alternative investments, and private credit funds |
| Goods and Services | 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 automation in connection with financial services, alternative investments, and private credit fund, through the use of artificial intelligence (AI) tools; Downloadable software for managing cross-border compliance obligations, including Know Your Customer (KYC), Anti-Money Laundering (AML), Shariah compliance, Foreign Account Tax Compliance Act (FATCA), Common Reporting Standard (CRS), and Alternative Investment Fund Managers Directive (AIFMD) |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, May 16, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Friday, May 16, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Portanova, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Wilmington, DE 19801 |
| Party Name | Portanova, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Wilmington, DE 19801 |
| Event Date | Event Description |
| Friday, May 16, 2025 | NEW APPLICATION ENTERED |
| Friday, May 16, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, May 16, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, September 30, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, September 30, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 22, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 28, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 28, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |