INDEXING PORTFOLIO ALPHA Trademark
Trademark Overview
On Thursday, April 10, 2025, a trademark application was filed for INDEXING PORTFOLIO ALPHA with the United States Patent and Trademark Office. The USPTO has given the INDEXING PORTFOLIO ALPHA trademark a serial number of 99130752. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Sunday, September 14, 2025. This trademark is owned by Access Holdings Management Company LLC. The INDEXING PORTFOLIO ALPHA trademark is filed in the Insurance & Financial Services category with the following description:
Management, investment consulting, and investment of funds for others in the field of private equity funds; providing private equity and investment funding; financial services, namely, providing financial advice, management, consultation, and the investment of funds for others in the field of private equity
General Information
| Serial Number | 99130752 |
| Word Mark | INDEXING PORTFOLIO ALPHA |
| Filing Date | Thursday, April 10, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Sunday, September 14, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Management, investment consulting, and investment of funds for others in the field of private equity funds; providing private equity and investment funding; financial services, namely, providing financial advice, management, consultation, and the investment of funds for others in the field of private equity |
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, April 10, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Access Holdings Management Company LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Baltimore, MD 21202 |
Trademark Events
| Event Date | Event Description |
| Thursday, April 10, 2025 | NEW APPLICATION ENTERED |
| Thursday, April 10, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, April 10, 2025 | APPLICATION FILING RECEIPT MAILED |
| Sunday, September 7, 2025 | ASSIGNED TO EXAMINER |
| Sunday, September 14, 2025 | NON-FINAL ACTION WRITTEN |
| Sunday, September 14, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Sunday, September 14, 2025 | NON-FINAL ACTION E-MAILED |
