USPTO serial 99002259
MANAGER IN A BOX
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 14, 2026
- Examiner
- POLZER, NATALIE M
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Michael J. Bendel
Michael J. Bendel Amundsen Davis, LLC2800 E. Enterprise AvenueAppleton, WI 54913United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Middle office platform of services for asset managers, namely, providing financial consulting in the fields of investor reporting, namely, providing investors with financial information; financial consulting in the fields of tracking and managing risk transfer provisions between various entities within the management company, fund, and portfolio company structure; financial consulting in the fields of assisting with transaction closings, in particular, tax and accounting structuring, and the onboarding of new investments and funds onto each management company's platform; financial consulting in the fields of investor reporting activities and standard communications, in particular, investor portal management, capital call and distribution notices, K-1 preparations and distributions, wire instruction coordination, investor transfers and assignments; financial consulting in the fields of developing and managing specialty compliance programs as needed, in particular, vendor management, Anti-Money Laundering, Environmental Social Governance; financial consulting in the fields of hazard identification and overseeing risk management activities, in particular, a manager's property, casualty, and liability 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 administrators, middle-office and back-office service providers to maintain and manage investor ledgers, capital calls, distributions, cash balances, bank accounts, and bank relationships; financial consulting in the fields of implementing and maintaining regulatory compliance programs, in particular, filing 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 controls, in particular, making continuous improvements thereto excluding the fields of sales and marketing. | ACTIVE | Jan 8, 2026 |
| 042 | Middle office Platform as a Service (PaaS) for asset managers, namely, providing IT services in the nature of planning, designing and management of information technology systems for management companies, in particular, through the management of third-party vendors; providing online, non-downloadable proprietary accounting and finance workflow management software that creates dynamic workflows to ensure that teams can proactively plan for each deliverable; providing online, non-downloadable software for integrating general ledger to ensure the accuracy of accounting data, audit readiness through the segregation of duties, documented sign-offs, and creation of document repositories; providing online, non-downloadable software for monitoring granular file permissions and detailed user analytics to efficiently manage each phase of a project; providing online, non-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 managers, in particular, their funds, their management companies, and any 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 employees, in particular, recruiting, onboarding and offboarding, payroll, benefit plan designs and administration, compensation 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 company, fund, and portfolio company structure; Software as a Service (SaaS) services featuring software for performing transaction closings, in particular, tax and accounting structuring, and the 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 communications, in particular, investor portal management, capital call and distribution notices, K-1 preparations and distributions, wire instruction coordination, investor transfers and assignments; Software as a Service (SaaS) services featuring software for developing and managing specialty compliance programs as needed, in particular, vendor management, Anti-Money Laundering and Environmental Social Governance; Software as a Service (SaaS) services featuring software for hazard identification and monitoring risk management activities, in particular, a manager's property, casualty, and liability 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 administrators, middle-office and back-office service providers to maintain and manage investor ledgers, capital calls, distributions, cash balances, bank accounts, and bank relationships; Software as a Service (SaaS) services featuring software for implementing and maintaining regulatory compliance programs, in particular, the 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 controls, in particular, for making continuous improvements thereto excluding the fields of sales and marketing; proprietary software licensing excluding the fields of sales and marketing. | ACTIVE | Jan 8, 2026 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by ArsBP IP Holdings LLC
- Other trademarks owned by ArsBP IP Holdings LLC
- Other trademarks owned by ArsBP IP Holdings LLC
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named MANAGER IN A BOX
- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 14, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jul 14, 2026 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Jun 23, 2026 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jun 23, 2026 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 20, 2026 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jan 12, 2026 | IUAF | USE AMENDMENT FILED | — |
| Jan 12, 2026 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Jan 6, 2026 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Nov 11, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Nov 11, 2025 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Nov 5, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Oct 15, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 15, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Oct 15, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Oct 15, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Oct 15, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Sep 22, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 22, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 22, 2025 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 24, 2025 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 24, 2025 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 24, 2025 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 23, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 16, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 16, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jan 16, 2025 | NWAP | NEW APPLICATION ENTERED | — |