Trademark Overview
On Wednesday, January 7, 2026, a trademark application was filed for OAKRIDGE with the United States Patent and Trademark Office. The USPTO has given the OAKRIDGE trademark a serial number of 99581458. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, January 7, 2026. This trademark is owned by Oakridge Management Group LLC. The OAKRIDGE trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Family office services in the nature of tax planning; Family office services in the nature of accounting services; Accounting services; Accounting advisory services; Vendor management services for family offices and high net-worth individuals
Investment fund management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Family office investment management services; Family office services in the nature of investment management; Financial planning and investment advisory services; Providing information in the field of financial planning for high net-worth individuals; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Estate trust management; Estate trust planning; Financial services, namely, estate settlement services; Wealth transfer planning; Philanthropic services concerning monetary donations; Financial advice relating to tax; Family office investment advisory services; Family office ...
