NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
07/14/2026
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Official data from USPTO
MANAGER IN A BOX
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
MANAGER IN A BOX
ST13
US500000099002259Class
36, 42
Filing
99002259
Registration
8347742
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
26
Latest update
07/14/2026
Trademark type
Word
Nice classes
36, 42
Filing date
01/16/2025
Registration date
07/14/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/14/2026
Last transaction
07/14/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
01/08/2026
First use in commerce
01/08/2026
Drawing code
4
Owner type
16
Owner location
Chicago, IL, US
Examiner
POLZER, NATALIE M
Law office
L80
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
ArsBP IP Holdings LLC
Representatives
Michael J. Bendel Amundsen Davis, LLC
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Middle office platform of services for asset managersproviding financial consulting in the fields of investor reportingproviding investors with financial information; financial consulting in the fields of tracking and managing risk transfer provisions between various entities within the management companyfundportfolio company structure; financial consulting in the fields of assisting with transaction closingsin particulartax and accounting structuringthe onboarding of new investments and funds onto each management company's platform; financial consulting in the fields of investor reporting activities and standard communicationsin particularinvestor portal managementcapital call and distribution noticesK-1 preparations and distributionswire instruction coordinationinvestor transfers and assignments; financial consulting in the fields of developing and managing specialty compliance programs as neededin particularvendor managementAnti-Money LaunderingEnvironmental Social Governance; financial consulting in the fields of hazard identification and overseeing risk management activitiesin particulara manager's propertycasualtyliability insurance programs and advising their portfolio companies on such matters as needed; financial consulting in the fields of working closely with the manager's investment team as it relates to the development and regular production of lender reporting packages and financial dashboards excluding the fields of sales and marketing; financial consulting in the fields of overseeing all third-party fund administratorsmiddle-office and back-office service providers to maintain and manage investor ledgerscapital callsdistributionscash balancesbank accountsbank relationships; financial consulting in the fields of implementing and maintaining regulatory compliance programsin particularfiling of Forms Private Fund and Advisor for managers that choose to become registered with the Securities and Exchange Commission; financial consulting in the fields of preparing and tracking annual management company budgets; financial consulting in the fields of internal controlsin particularmaking continuous improvements thereto excluding the fields of sales and marketing.
Class 42
Middle office Platform as a Service (PaaS) for asset managersproviding IT services in the nature of planningdesigning and management of information technology systems for management companiesin particularthrough the management of third-party vendors; providing onlinenon-downloadable proprietary accounting and finance workflow management software that creates dynamic workflows to ensure that teams can proactively plan for each deliverable; providing onlinenon-downloadable software for integrating general ledger to ensure the accuracy of accounting dataaudit readiness through the segregation of dutiesdocumented sign-offscreation of document repositories; providing onlinenon-downloadable software for monitoring granular file permissions and detailed user analytics to efficiently manage each phase of a project; providing onlinenon-downloadable software for performing unique reporting analytics that can cut weeks out of month-and quarter-end closes processes; Platform as a Service (PaaS) featuring centralized communication computer software platforms for providing a searchable audit trail to reduce employee training times; consulting and information services relation to information technology architecture and infrastructure; proprietary software development; Software as a Service (SaaS) services featuring software for managing and reviewing all accounting and financial reporting for managersin particulartheir fundstheir management companiesany related entities; Software as a Service (SaaS) services featuring software for managing and reviewing the quarterly valuation and portfolio review process; Software as a Service (SaaS) services featuring software for preparing monthly and ad hoc reports and presentations for senior management and investors; Software as a Service (SaaS) services featuring software for managing and reviewing all HR functions for management company employeesin particularrecruitingonboarding and offboardingpayrollbenefit plan designs and administrationcompensation strategy and execution; Software as a Service (SaaS) services featuring software for performing annual audit and tax compliance process for managers and their funds; Software as a Service (SaaS) services featuring software for tracking and managing risk transfer provisions between various entities within the management companyfundportfolio company structure; Software as a Service (SaaS) services featuring software for performing transaction closingsin particulartax and accounting structuringthe onboarding of new investments and funds onto each management company's platform; Software as a Service (SaaS) services featuring software for reporting investor activities and standard communicationsin particularinvestor portal managementcapital call and distribution noticesK-1 preparations and distributionswire instruction coordinationinvestor transfers and assignments; Software as a Service (SaaS) services featuring software for developing and managing specialty compliance programs as neededin particularvendor managementAnti-Money Laundering and Environmental Social Governance; Software as a Service (SaaS) services featuring software for hazard identification and monitoring risk management activitiesin particulara manager's propertycasualtyliability insurance programs and advising their portfolio companies on such matters as needed; Software as a Service (SaaS) services featuring software for use by manager's investment team for developing regular production of lender reporting packages and financial dashboards; Software as a Service (SaaS) services featuring software for managing all third-party fund administratorsmiddle-office and back-office service providers to maintain and manage investor ledgerscapital callsdistributionscash balancesbank accountsbank relationships; Software as a Service (SaaS) services featuring software for implementing and maintaining regulatory compliance programsin particularthe filing of Forms PF (Private Fund) and ADV (Advisor) for managers that choose to become registered with the SEC (Securities and Exchange Commission); Software as a Service (SS) services featuring software for preparing and tracking annual management company budgets excluding the fields of sales and marketing; Software as a Service (SAAS) services featuring software for managing all internal controlsin particularfor making continuous improvements thereto excluding the fields of sales and marketing; proprietary software licensing excluding the fields of sales and marketing.
Publications
History of USPTO decisions and trademark events.
26 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
07/14/2026
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
06/23/2026
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
06/23/2026
SUPC
STATEMENT OF USE PROCESSING COMPLETE
05/20/2026
IUAF
USE AMENDMENT FILED
01/12/2026
EISU
TEAS STATEMENT OF USE RECEIVED
01/12/2026
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
01/06/2026
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/11/2025
PUBO
PUBLISHED FOR OPPOSITION
11/11/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/05/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/15/2025
XAEC
EXAMINER'S AMENDMENT ENTERED
10/15/2025
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
10/15/2025
GNEA
EXAMINERS AMENDMENT E-MAILED
10/15/2025
CNEA
EXAMINERS AMENDMENT -WRITTEN
10/15/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/22/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/22/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/22/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/24/2025
GNRT
NON-FINAL ACTION E-MAILED
06/24/2025
CNRT
NON-FINAL ACTION WRITTEN
06/24/2025
DOCK
ASSIGNED TO EXAMINER
06/23/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/16/2025
MAFR
APPLICATION FILING RECEIPT MAILED
01/16/2025
NWAP
NEW APPLICATION ENTERED
01/16/2025
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