Trademark Overview
On Friday, December 19, 2025, a trademark application was filed for FUND ADMINISTRATION, REDEFINED with the United States Patent and Trademark Office. The USPTO has given the FUND ADMINISTRATION, REDEFINED trademark a serial number of 99557410. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, December 19, 2025. This trademark is owned by Piedmont Fund Services Inc.. The FUND ADMINISTRATION, REDEFINED trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Advertising, Business and Retail Services, Insurance & Financial Services, Computer & Software Services & Scientific Services, Personal, and Legal & Social Services categories with the following description:
Financial administration of funds and investments, namely, investment fund accounting, financial net asset value calculation and transfer agency services rendered to issuers of investment securities; taxation services, namely, tax payment processing services; financial services, namely, preparing and disseminating financial information, financial investment information, financial reports, and financial investment reports to investors; Financial risk management services in the field of anti-money laundering services; providing corporate action services, namely, providing financial information
Providing temporary use of online non-downloadable software for investor onboarding in the nature of analyzing investor information and verifying financial transactions in the field of private equity and hedge funds asset management; Software as a service (SAAS) services featuring software for financial and management, financial data analysis, analyzing financial risk management information, provide GAAP financial statements and investor performance reporting, verifying and reconciling financial transactions, and generating financial reports; Providing temporary use of online non-downloadable software for financial portfolio reporting and the transmission, recording, viewing, storing, sharing, and analyzing of data; Identification verification services, namely, electronic signature verification services using technology to authenticate user identity
Accounting services; Bookkeeping services; Tax reporting services, namely, preparation of tax returns, tax return filing services; fund accounting; providing corporate action services, namely, preparing financial reports for others for business or commercial purposes
Identification verification services, namely, verification of personal identity as part of personal background investigations
Web-based computer software for financial and investment portfolio construction and management, data management, financial data analysis, producing financial models, analyzing financial risk management information, provide GAAP financial statements and investor performance reporting, verifying and processing investor transactions, and generating financial reports and investor capital statements
