Search/Trademark

ULTIMUS FUND SOLUTIONS

Registered

US US · App #88819387 · Reg #6359165

Owned by

Ultimus Fund Solutions, LLC

Application date

2020-03-03

Registration date

2021-05-25

Published date

2021-03-09

First use date

2019-01-01

Renewal date

—

Expiry date

—

Kind of mark

Service

Mark feature

Combined

NICE Classes

35Advertising & business

36Insurance & finance

45Legal & security

Domestic Classes

Jurisdiction-specific classifications outside WIPO 1-45 (e.g. US old classes).

100101102

Current owners

Ultimus Fund Solutions, LLC

Applicants

Ultimus Fund Solutions, LLC

Previous owners

Ultimus Fund Solutions, LLC
Ultimus Fund Solutions, LLC

Correspondence

[Francis John Ciaramella, Esquire] Francis John Ciaramella, PLLC

Activity Summary

Oppositions

P 0 · D 0

Assignments

Security: 1

Renewals

Prosecution events

Renewals & Maintenance

Kind	Effective date	Status
Earliest Filing Date	2026-05-25	—
Latest Filing Date Without Additional Fee	2027-05-25	—
Latest Filing Date With Additional Fee	2027-11-26	—

Assignments & Security Interests

Date	Conveyance	Assignor → Assignee	Type
2025-07-02	RELEASE BY SECURED PARTY	ANTARES CAPITAL LP, AS COLLATERAL AGENT → ULTIMUS FUND SOLUTIONS, LLC, LEVERPOINT MANAGEMENT, LLC, ULTIMUS PRIVATE FUND SOLUTIONS, LLC	Release
2024-03-07	SECURITY INTEREST	ULTIMUS FUND SOLUTIONS, LLC, ULTIMUS PRIVATE FUND SOLUTIONS, LLC, LEVERPOINT MANAGEMENT, LLC → ANTARES CAPITAL LP, AS COLLATERAL AGENT	Security
2025-07-03	GRANT OF INTEREST IN TRADEMARK RIGHTS	ULTIMUS FUND SOLUTIONS, LLC → ANTARES CAPITAL LP, AS COLLATERAL AGENT	Transfer

Prosecution History

45 events

Date	Event
2025-08-04	ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2021-08-17	APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2021-08-17	TEAS CHANGE OF CORRESPONDENCE RECEIVED
2021-08-17	TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
2021-08-17	ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2021-08-17	TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2021-08-17	TEAS CHANGE OF OWNER ADDRESS RECEIVED
2021-05-25	REGISTERED-PRINCIPAL REGISTER
2021-03-09	OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2021-03-09	PUBLISHED FOR OPPOSITION
2021-02-17	NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2021-02-04	APPROVED FOR PUB - PRINCIPAL REGISTER
2021-01-20	TEAS/EMAIL CORRESPONDENCE ENTERED
2021-01-20	CORRESPONDENCE RECEIVED IN LAW OFFICE
2021-01-15	TEAS CHANGE OF CORRESPONDENCE RECEIVED
2021-01-15	ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2021-01-15	TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2021-01-15	TEAS RESPONSE TO OFFICE ACTION RECEIVED
2021-01-14	WITHDRAWAL OF ATTORNEY GRANTED
2021-01-14	TEAS WITHDRAWAL OF ATTORNEY RECEIVED
2021-01-13	NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
2021-01-13	NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
2021-01-13	REPORT UNRESPONSIVE AMENDMENT - COMPLETED
2021-01-06	TEAS/EMAIL CORRESPONDENCE ENTERED
2021-01-06	CORRESPONDENCE RECEIVED IN LAW OFFICE
2020-12-28	ASSIGNED TO LIE
2020-12-18	ASSIGNED TO LIE
2020-09-23	TEAS RESPONSE TO OFFICE ACTION RECEIVED
2020-07-23	NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
2020-07-23	NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
2020-07-23	REPORT UNRESPONSIVE AMENDMENT - COMPLETED
2020-07-07	TEAS/EMAIL CORRESPONDENCE ENTERED
2020-07-06	CORRESPONDENCE RECEIVED IN LAW OFFICE
2020-07-06	TEAS RESPONSE TO OFFICE ACTION RECEIVED
2020-07-06	TEAS CHANGE OF CORRESPONDENCE RECEIVED
2020-07-06	TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
2020-07-06	ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2020-07-06	TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2020-05-26	NOTIFICATION OF NON-FINAL ACTION E-MAILED
2020-05-26	NON-FINAL ACTION E-MAILED
2020-05-26	NON-FINAL ACTION WRITTEN
2020-05-21	ASSIGNED TO EXAMINER
2020-03-11	NOTICE OF DESIGN SEARCH CODE E-MAILED
2020-03-10	NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
2020-03-06	NEW APPLICATION ENTERED