FUND ADMINISTRATION, REDEFINED
LIVE

Serial Number

99557410

Owner

Piedmont Fund Services Inc.

Attorney

Naresh Kilaru

Filing Date

Dec 19, 2025

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FUND ADMINISTRATION, REDEFINED Trademark

Serial Number: 99557410

FUND ADMINISTRATION, REDEFINED is a trademark filed by Piedmont Fund Services Inc. on December 19, 2025. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 42 (Computer & Scientific), Class 45 (Legal & Security Services), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

Piedmont Fund Services Inc. (4 trademarks)

22201 Cooperative Way
Herndon, VA 20171

Entity Type: 03

Trademark Details

Filing Date

December 19, 2025

Registration Date

Not Registered

Goods & Services

Financial administration of funds and investments, namely, investment fund accounting, financial net asset value calculation and transfer agency services rendered to issuers of investment securities; taxation services, namely, tax payment processing services; financial services, namely, preparing and disseminating financial information, financial investment information, financial reports, and financial investment reports to investors; Financial risk management services in the field of anti-money laundering services; providing corporate action services, namely, providing financial information

Providing temporary use of online non-downloadable software for investor onboarding in the nature of analyzing investor information and verifying financial transactions in the field of private equity and hedge funds asset management; Software as a service (SAAS) services featuring software for financial and management, financial data analysis, analyzing financial risk management information, provide GAAP financial statements and investor performance reporting, verifying and reconciling financial transactions, and generating financial reports; Providing temporary use of online non-downloadable software for financial portfolio reporting and the transmission, recording, viewing, storing, sharing, and analyzing of data; Identification verification services, namely, electronic signature verification services using technology to authenticate user identity

Identification verification services, namely, verification of personal identity as part of personal background investigations

Accounting services; Bookkeeping services; Tax reporting services, namely, preparation of tax returns, tax return filing services; fund accounting; providing corporate action services, namely, preparing financial reports for others for business or commercial purposes

Web-based computer software for financial and investment portfolio construction and management, data management, financial data analysis, producing financial models, analyzing financial risk management information, provide GAAP financial statements and investor performance reporting, verifying and processing investor transactions, and generating financial reports and investor capital statements

Filing History

NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 1, 2026 GNRN
NON-FINAL ACTION E-MAILED
May 1, 2026 GNRT
NON-FINAL ACTION WRITTEN
May 1, 2026 CNRT
ASSIGNED TO EXAMINER
Apr 22, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 22, 2025 NWOS
APPLICATION FILING RECEIPT MAILED
Dec 19, 2025 MAFR
NEW APPLICATION ENTERED
Dec 19, 2025 NWAP