OAKRIDGE Trademark
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 PUBLICATION/ISSUE REVIEW COMPLETE as of Wednesday, May 13, 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 ...
General Information
| Serial Number | 99581458 |
| Word Mark | OAKRIDGE |
| Filing Date | Wednesday, January 7, 2026 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Wednesday, May 13, 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 | Tuesday, June 2, 2026 |
Trademark Statements
| Goods and Services | 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 |
| Goods and Services | 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 services in the nature of financial wealth management services; Family office services in the nature of 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; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of financial planning; Financial advisory and consultancy services, namely, creating personalized strategies for investment and wealth management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, January 7, 2026 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, September 24, 2019 |
| First Use In Commerce Date | Tuesday, September 24, 2019 |
| 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 | Wednesday, January 7, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, September 24, 2019 |
| First Use In Commerce Date | Tuesday, September 24, 2019 |
Trademark Owner History
| Party Name | Oakridge Management Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Stamford, CT 06901
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, January 7, 2026 | NEW APPLICATION ENTERED |
| Wednesday, January 7, 2026 | APPLICATION FILING RECEIPT MAILED |
| Sunday, April 26, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 5, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, May 6, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 27, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
