on 21 Mar 2023
Last Applicant/ Owned by
243 Tresser Boulevard
Stamford
CT
06901
Serial Number
90866968 filed on 05th Aug 2021
Registration Number
7003283 registered on 21st Mar 2023
Filing Basis
1. use application currently
Disclaimer
NO DATA
Accounting services for funds; business consulting services for funds and new fund launches Fund administration services for private equity fund, venture capital funds, and fund of funds, namely audit support, reporting services, cash management, management fee calculations, client communications including monitoring and ongoing services, capital call and distribution services, financial statemen Read More
Accounting services for funds; business consulting services for funds and new fund launches
01st Jan 2021
01st Jan 2021
Fund administration services for private equity fund, venture capital funds, and fund of funds, namely audit support, reporting services, cash management, management fee calculations, client communications including monitoring and ongoing services, capital call and distribution services, financial statement production, commitment tracking, investment summary reporting, credit facility administration, expense reporting; compliance services for private equity fund, venture capital funds, and fund of funds, namely document completeness and accuracy review, investor tax status verification, sanctions list screening, know your customer ("KYC") screening, risk assessment, and reporting on regulatory compliance issues
01st Jan 2021
01st Jan 2021
No 90866968
No Service Mark
No 0817440-003
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
21st Mar 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
21st Mar 2023 | REGISTERED-PRINCIPAL REGISTER |
03rd Jan 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
03rd Jan 2023 | PUBLISHED FOR OPPOSITION |
14th Dec 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
29th Nov 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
28th Nov 2022 | TEAS VOLUNTARY AMENDMENT RECEIVED |
28th Nov 2022 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
26th Nov 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
25th Nov 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |