FORTAGE CAPITAL ADVISORS Trademark
Trademark Overview
On Thursday, May 21, 2026, a trademark application was filed for FORTAGE CAPITAL ADVISORS with the United States Patent and Trademark Office. The USPTO has given the FORTAGE CAPITAL ADVISORS trademark a serial number of 99838535. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, May 21, 2026. This trademark is owned by Fortage Capital Advisors SPV, LLC. The FORTAGE CAPITAL ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial wealth management services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing information regarding financial investment strategies; Financial portfolio analysis services; Financial retirement plan consulting services; Strategic corporate financial advisory services; Investment management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families
General Information
| Serial Number | 99838535 |
| Word Mark | FORTAGE CAPITAL ADVISORS |
| Filing Date | Thursday, May 21, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, May 21, 2026 |
| 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 | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | FORTAGE CAPITAL ADVISERS |
| Goods and Services | Financial wealth management services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Providing information regarding financial investment strategies; Financial portfolio analysis services; Financial retirement plan consulting services; Strategic corporate financial advisory services; Investment management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families |
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, May 21, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 31, 2025 |
| First Use In Commerce Date | Monday, March 31, 2025 |
Trademark Owner History
| Party Name | Fortage Capital Advisors SPV, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Bloomfield Hills, MI 48302
US |
Trademark Events
| Event Date | Event Description |
| Thursday, May 21, 2026 | NEW APPLICATION ENTERED |
| Thursday, May 21, 2026 | APPLICATION FILING RECEIPT MAILED |
