SHAPING THE FUTURE OF FUNDS Trademark
Trademark Overview
On Tuesday, February 11, 2025, a trademark application was filed for SHAPING THE FUTURE OF FUNDS with the United States Patent and Trademark Office. The USPTO has given the SHAPING THE FUTURE OF FUNDS trademark a serial number of 99036293. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, September 9, 2025. This trademark is owned by Petra Funds Group, LLC. The SHAPING THE FUTURE OF FUNDS trademark is filed in the Advertising, Business and Retail Services, Personal, Legal & Social Services, and Insurance & Financial Services categories with the following description:
financial services, namely, investment fund administration; financial information, advisory, and consultancy services; strategic corporate financial advisory services; venture capital advisory services; investment management in the field of environmental, social and governance (ESG)
business administration and management; outsourced CFO services in the nature of business administration and management
regulatory compliance consulting in the field of investment fund administration
General Information
| Serial Number | 99036293 |
| Word Mark | SHAPING THE FUTURE OF FUNDS |
| Filing Date | Tuesday, February 11, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, September 9, 2025 |
| 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, September 9, 2025 |
Trademark Statements
| Goods and Services | financial services, namely, investment fund administration; financial information, advisory, and consultancy services; strategic corporate financial advisory services; venture capital advisory services; investment management in the field of environmental, social and governance (ESG) |
| Goods and Services | business administration and management; outsourced CFO services in the nature of business administration and management |
| Goods and Services | regulatory compliance consulting in the field of investment fund administration |
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 | Tuesday, February 11, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, January 17, 2025 |
| First Use In Commerce Date | Friday, January 17, 2025 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, February 11, 2025 |
| Primary Code | 045 |
| First Use Anywhere Date | Friday, January 17, 2025 |
| First Use In Commerce Date | Friday, January 17, 2025 |
| 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 | Tuesday, February 11, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 17, 2025 |
| First Use In Commerce Date | Friday, January 17, 2025 |
Trademark Owner History
| Party Name | Petra Funds Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10022 |
| Party Name | Petra Funds Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10022 |
Trademark Events
| Event Date | Event Description |
| Tuesday, February 11, 2025 | NEW APPLICATION ENTERED |
| Tuesday, February 11, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, July 18, 2025 | ASSIGNED TO EXAMINER |
| Monday, July 21, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, July 21, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, February 11, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, July 21, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, July 29, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, July 29, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 29, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, September 3, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 9, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 9, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, August 11, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
