OPERATING EQUITY Trademark

Trademark Overview


On Thursday, March 9, 2023, a trademark application was filed for OPERATING EQUITY with the United States Patent and Trademark Office. The USPTO has given the OPERATING EQUITY trademark a serial number of 97830568. The federal status of this trademark filing is REGISTERED as of Tuesday, May 13, 2025. This trademark is owned by Westcap Management, LLC. The OPERATING EQUITY trademark is filed in the Insurance & Financial Services category with the following description:

Equity capital investment; Financial asset management; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Venture capital advisory services; Venture capital financing; Venture capital fund management; Venture capital funding services to emerging and start-up companies; Venture capital services, namely, providing financing to emerging and start-up companies; Capital investment; Funds investment; Management of private equity funds; Providing venture capital, development capital, private equity and investment funding
operating equity

General Information


Serial Number97830568
Word MarkOPERATING EQUITY
Filing DateThursday, March 9, 2023
Status700 - REGISTERED
Status DateTuesday, May 13, 2025
Registration Number7796075
Registration DateTuesday, May 13, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 12, 2024

Trademark Statements


Goods and ServicesEquity capital investment; Financial asset management; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Venture capital advisory services; Venture capital financing; Venture capital fund management; Venture capital funding services to emerging and start-up companies; Venture capital services, namely, providing financing to emerging and start-up companies; Capital investment; Funds investment; Management of private equity funds; Providing venture capital, development capital, private equity and investment funding

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 29, 2023
Primary Code036
First Use Anywhere DateWednesday, January 1, 2025
First Use In Commerce DateWednesday, January 1, 2025

Trademark Owner History


Party NameWestcap Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSan Francisco, CA 94133

Party NameWestcap Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSan Francisco, CA 94133

Party NameWestcap Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSan Francisco, CA 94133

Trademark Events


Event DateEvent Description
Monday, March 13, 2023NEW APPLICATION ENTERED
Wednesday, March 29, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, June 2, 2023ASSIGNED TO EXAMINER
Monday, July 17, 2023NON-FINAL ACTION WRITTEN
Monday, July 17, 2023NON-FINAL ACTION E-MAILED
Monday, July 17, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, September 19, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 19, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, September 19, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, November 15, 2023NON-FINAL ACTION WRITTEN
Wednesday, November 15, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, November 15, 2023NON-FINAL ACTION E-MAILED
Thursday, December 21, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, December 21, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 21, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, February 21, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 6, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, February 21, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 12, 2024PUBLISHED FOR OPPOSITION
Tuesday, March 12, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 7, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Saturday, November 2, 2024SOU TEAS EXTENSION RECEIVED
Saturday, November 2, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Saturday, November 2, 2024SOU EXTENSION 1 GRANTED
Saturday, November 2, 2024SOU EXTENSION 1 FILED
Thursday, January 30, 2025USE AMENDMENT FILED
Saturday, April 12, 2025STATEMENT OF USE PROCESSING COMPLETE
Tuesday, April 22, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, January 30, 2025TEAS STATEMENT OF USE RECEIVED
Saturday, April 12, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, April 22, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, May 13, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, May 13, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED