Trademark Overview
On Monday, December 9, 2024, a trademark application was filed for SAGARD WEALTH with the United States Patent and Trademark Office. The USPTO has given the SAGARD WEALTH trademark a serial number of 98891679. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Thursday, August 28, 2025. This trademark is owned by Sagard Holdings Manager LP. The SAGARD WEALTH trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:
Educational services, namely, providing classes, programs, workshops, seminars in the fields of family wealth, inter-generational wealth transfer and lifestyle services
Financial investment counselling; capital investment services; arranging and provision of loans; capital management; management of a capital investment fund; financial and real estate investment advisory services; debt financing; clearing and execution of financial securities transactions; electronic funds transfers; issuing pre-paid vouchers exchangeable for goods or services; securities brokerage; securities trading; financial wealth management; financial management in the field of investment portfolios; financial analysis services; providing information in the field of financial investments; consultancy relating to financial assistance for education; advisory services relating to financial asset management; advisory services relating to stock investment management; financial analysis and research services
Advisory services for business management; business administration and management; business organization consultancy services; financial intermediary services, namely, facilitating the channeling of funds between lenders and borrowers by connecting those with a financial surplus with those having a financial deficit; tax advisory services
