HELM Trademark

Trademark Overview


On Wednesday, July 8, 2026, a trademark application was filed for HELM with the United States Patent and Trademark Office. The USPTO has given the HELM trademark a serial number of 99928759. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, July 8, 2026. This trademark is owned by Ialta Holdings, LLC. The HELM trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Software as a Service (SaaS) featuring software for investor customer relationship management, fundraising, investor onboarding, and know-your-customer (KYC) identity verification in the field of private markets investing; providing online non-downloadable software for product manufacturers and investment firms in the field of private markets investing to manage investor relationships, process fundraising campaigns and electronic subscription documents, and conduct know-your-customer (KYC) identity verification; Software as a Service (SaaS) featuring software for capital call processing, distribution processing, capitalization table administration, and payment and money movement processing in the field of private markets investing; providing online non-downloadable software for product manufacturers and investment firms in the field of private markets investing to process capital calls and distributions, administer capitalization tables, and manage payment and money movement transactio...
helm

General Information


Serial Number99928759
Word MarkHELM
Filing DateWednesday, July 8, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, July 8, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesSoftware as a Service (SaaS) featuring software for investor customer relationship management, fundraising, investor onboarding, and know-your-customer (KYC) identity verification in the field of private markets investing; providing online non-downloadable software for product manufacturers and investment firms in the field of private markets investing to manage investor relationships, process fundraising campaigns and electronic subscription documents, and conduct know-your-customer (KYC) identity verification; Software as a Service (SaaS) featuring software for capital call processing, distribution processing, capitalization table administration, and payment and money movement processing in the field of private markets investing; providing online non-downloadable software for product manufacturers and investment firms in the field of private markets investing to process capital calls and distributions, administer capitalization tables, and manage payment and money movement transactions; Software as a Service (SaaS) featuring software for hosting an online investor portal providing consolidated investment reporting, investment performance monitoring, and automated investor notifications in the field of private markets investing; providing online non-downloadable software for product manufacturers and investment firms in the field of private markets investing to provide investors with consolidated reporting, investment performance monitoring, and automated notifications.

Classification Information


International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, July 8, 2026
Primary Code042
First Use Anywhere DateThursday, June 18, 2026
First Use In Commerce DateThursday, June 18, 2026

Trademark Owner History


Party NameIalta Holdings, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10016
US

Trademark Events


Event DateEvent Description
Wednesday, July 8, 2026NEW APPLICATION ENTERED
Wednesday, July 8, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, July 8, 2026APPLICATION FILING RECEIPT MAILED