PORTFOLIO DEBT SECURITIES Trademark

Trademark Overview


On Friday, October 6, 2023, a trademark application was filed for PORTFOLIO DEBT SECURITIES with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO DEBT SECURITIES trademark a serial number of 98213054. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, June 4, 2024. This trademark is owned by Eagle Point Credit Management LLC. The PORTFOLIO DEBT SECURITIES trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, financial management, advisory, research, consulting and analysis services; Financial services, namely, investment management, advisory, research, consulting and analysis services related to hedge funds, private equity, private credit and mutual funds; Financial services, namely, direct commercial lending to others; Financial services, namely, financial investment, asset management services, and management of funds and investments in a broad array of asset classes including private equity and credit; Financial services, namely, providing financial and investment information; Financial services, namely, alternative asset investments and alternative asset management; Financing services; Operation and management of private investment funds and investment portfolios; Investment fund management services; Investment of funds for others; Mezzanine debt investing; Financial administration and distribution of investment funds, investment products, and mutual funds; F...
portfolio debt securities

General Information


Serial Number98213054
Word MarkPORTFOLIO DEBT SECURITIES
Filing DateFriday, October 6, 2023
Status641 - NON-FINAL ACTION - MAILED
Status DateTuesday, June 4, 2024
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 ServicesFinancial services, namely, financial management, advisory, research, consulting and analysis services; Financial services, namely, investment management, advisory, research, consulting and analysis services related to hedge funds, private equity, private credit and mutual funds; Financial services, namely, direct commercial lending to others; Financial services, namely, financial investment, asset management services, and management of funds and investments in a broad array of asset classes including private equity and credit; Financial services, namely, providing financial and investment information; Financial services, namely, alternative asset investments and alternative asset management; Financing services; Operation and management of private investment funds and investment portfolios; Investment fund management services; Investment of funds for others; Mezzanine debt investing; Financial administration and distribution of investment funds, investment products, and mutual funds; Financial investment services, namely, offering a series of credit funds; Financial investment services, namely, pooled investment vehicles, in the nature of investments in debt securities and collateralized loan obligations

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, October 15, 2023
Primary Code036
First Use Anywhere DateTuesday, December 31, 2019
First Use In Commerce DateTuesday, December 31, 2019

Trademark Owner History


Party NameEagle Point Credit Management LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressGreenwich, CT 06830

Trademark Events


Event DateEvent Description
Tuesday, October 10, 2023NEW APPLICATION ENTERED
Sunday, October 15, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, May 28, 2024ASSIGNED TO EXAMINER
Tuesday, June 4, 2024NON-FINAL ACTION E-MAILED
Tuesday, June 4, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, June 4, 2024NON-FINAL ACTION WRITTEN
Tuesday, September 3, 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Tuesday, September 3, 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED