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PORTFOLIO DEBT SECURITIES
Live/Pending
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

record initialized not assigned to examiner

on 15 Oct 2023

Last Applicant/ Owned by

600 Steamboat Road

Greenwich

CT

06830

Serial Number

98213054 filed on 06th Oct 2023

Registration Number

N/A

Correspondent Address

DAVID M. PERRY

BLANK ROME LLP

ONE LOGAN SQUARE

8TH FLOOR

PHILADELPHIA, PA 19103

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

PORTFOLIO DEBT SECURITIES

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, asseRead More

Classification Information


Class [036]
Insurance & Financial Services


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; 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


First Use Date in General

31st Dec 2019

First Use Date in Commerce

31st Dec 2019

Mark Details


Serial Number

No 98213054

Mark Type

No Service Mark

Attorney Docket Number

No 168885-00101

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Status DateAction Taken
15th Oct 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10th Oct 2023NEW APPLICATION ENTERED