SHOAL VALUE PLAN Trademark
Trademark Overview
On Thursday, December 18, 2025, a trademark application was filed for SHOAL VALUE PLAN with the United States Patent and Trademark Office. The USPTO has given the SHOAL VALUE PLAN trademark a serial number of 99556308. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, December 18, 2025. This trademark is owned by Shoal Harbor Management LLC. The SHOAL VALUE PLAN trademark is filed in the Insurance & Financial Services category with the following description:
Private equity fund investment services; Management of private equity funds; Investment management in the fields of private equity
General Information
| Serial Number | 99556308 |
| Word Mark | SHOAL VALUE PLAN |
| Filing Date | Thursday, December 18, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, December 18, 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 | NOT AVAILABLE |
Trademark Statements
| NOT AVAILABLE | "VALUE PLAN" |
| Goods and Services | Private equity fund investment services; Management of private equity funds; Investment management in the fields of private equity |
Classification Information
| 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 | Thursday, December 18, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, January 9, 2025 |
| First Use In Commerce Date | Thursday, January 9, 2025 |
Trademark Owner History
| Party Name | Shoal Harbor Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Raleigh, NC 27605 |
Trademark Events
| Event Date | Event Description |
| Thursday, December 18, 2025 | NEW APPLICATION ENTERED |
| Thursday, December 18, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, December 18, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
