| Serial Number | 88015920 |
| Word Mark | ENFUSION |
| Filing Date | Tuesday, June 26, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 7, 2019 |
| Registration Number | 5743713 |
| Registration Date | Tuesday, May 7, 2019 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 19, 2019 |
| Goods and Services | Computer software for use in managing a financial portfolio, namely, software that provides information about and executes counter-party integration, market data integration, over-the-counter (OTC) valuations, OTC margin calculations, instrument valuations, portfolio valuations, cash flow analysis, price sourcing, factor model integration, liquidity analysis, custom instrument tagging, fixed income calculations, trade and position reporting, allocation e-mails, reconciliation services, intraday and end-of-day affirmation and confirmation, tax lot management, foreign exchange (FX) exposure, FX relief, trade currency normalization, maturity and expiration management, hierarchy allocation, counter-party exposure, corporate action processing, dividend and interest withholding calculations, granular profit and loss (PandL) calculations, transaction history; Computer software for use in placing and managing orders for financial transactions, namely, for use in executing broker integration, alternative trading system integration, regulatory reporting, pre- and post-trade compliance, portfolio rebalancing, portfolio adjustments, order communication and scheduling, conditional alerting, position reporting, order quantity calculators, allocation schemes, short locates, end-of-day trade delivery, trade blotter, and multi asset class coverage; Computer software for use in managing financial transactions, namely, for use in fund accounting, fund reporting, double-entry general ledger, balance sheets, trial balances, profit and loss (PandL) statements and cash flows, net asset value (NAV) calculations, accrual and expense management, cash management, collateral management, net and gross fund return calculation, interest calculations, collateral management, chart of accounts, cash management, bond amortization and accretion, interest calculation, NAV per share calculations, accruals and expenses; Computer software for risk management of investments, investment risk exposure calculation, financial instrument exposures, portfolio stress testing, currency exposure, value at risk (VaR) analysis, conditional value at risk (CVaR) analysis, option trading exposures, liquidity analysis; Computer software for visual analysis of financial and portfolio data |
| Goods and Services | Middle-Office and Back-Office Services for the asset management industry, namely, financial transaction reconciliation in the form of reconciliation of securities and option trades |
| Goods and Services | Application platform as a service (APAAS) and platform as a service (PAAS) featuring software for use in investment and portfolio management; Application platform as a service (APAAS) and platform as a service (PAAS) featuring software for use in portfolio management, namely, for counter-party integration, market data integration, over-the-counter (OTC) valuations, OTC margin calculations, instrument valuations, portfolio valuations, cash flow analysis, price sourcing, factor model integration, liquidity analysis, custom instrument tagging, fixed income calculations, trade and position reporting, allocation e-mails, reconciliation services, intraday and end-of-day affirmation and confirmation, tax lot management, foreign exchange (FX) exposure, FX relief, trade currency normalization, maturity and expiration management, hierarchy allocation, counter-party exposure, corporate action processing, dividend and interest withholding calculations, granular PandL calculations, transaction history; Application platform as a service (APAAS) and platform as a service (PAAS) featuring software for use in the order and execution of financial transactions, namely, executing broker integration, alternative trading system integration, regulatory reporting, pre- and post-trade compliance, portfolio rebalancing, portfolio adjustments, order communication and scheduling, conditional alerting, position reporting, order quantity calculators, allocation schemes, short locates, end-of-day trade delivery, trade blotter, and multi asset class coverage; Application platform as a service (APAAS) and platform as a service (PAAS) featuring software for managing investment fund accounting, namely, reporting, double-entry general ledger, balance sheets, trial balances, profit and loss (PandL) statements and cash flows, net asset value (NAV) calculations, accrual and expense management, cash management, collateral management, net and gross fund return calculation, interest calculations, collateral management, chart of accounts, cash management, bond amortization and accretion, interest calculation, NAV per share calculations, accruals and expenses; Application platform as a service (APAAS) and platform as a service (PAAS) featuring software for use in risk assessment, namely, risk exposure calculation, financial instrument exposures, portfolio stress testing, currency exposure, value at risk (VaR) analysis, conditional value at risk (CVaR) analysis, option trading exposures, liquidity analysis; data warehousing; Application platform as a service (APAAS) and platform as a service (PAAS) featuring software for visual analysis of financial and portfolio data |
| 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 | Sunday, July 1, 2018 |
| Primary Code | 009 |
| First Use Anywhere Date | Friday, November 30, 2012 |
| First Use In Commerce Date | Friday, November 30, 2012 |
| 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 | Sunday, July 1, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, November 30, 2013 |
| First Use In Commerce Date | Saturday, November 30, 2013 |
| 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 | Sunday, July 1, 2018 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, November 30, 2012 |
| First Use In Commerce Date | Friday, November 30, 2012 |
| Party Name | Enfusion Ltd. LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60603 |
| Party Name | Enfusion Ltd. LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60603 |
| Party Name | Enfusion Ltd. LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60603 |
| Event Date | Event Description |
| Wednesday, October 4, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, May 17, 2022 | COUNTERCLAIM OPP. NO. 999999 |
| Tuesday, May 7, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 19, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 19, 2019 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 30, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, January 11, 2019 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, January 11, 2019 | ASSIGNED TO LIE |
| Saturday, December 15, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, December 14, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, December 14, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, December 14, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, October 23, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, October 23, 2018 | NON-FINAL ACTION E-MAILED |
| Tuesday, October 23, 2018 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 16, 2018 | ASSIGNED TO EXAMINER |
| Sunday, July 1, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, June 29, 2018 | NEW APPLICATION ENTERED |