ULTIMUS FUND SOLUTIONS

2 total filings · 0 classes · Active since Apr 2014

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ULTIMUS FUND SOLUTIONS holds 2 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 35 (Advertising & Business) with 2 filings. The WikiTrademarks Expansion Score is 0/100, low — the brand is focused on defending its existing categories rather than expanding.

USPTO data refreshed August 6, 2026

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How is ULTIMUS FUND SOLUTIONS filing trademarks, and where is the portfolio expanding?

Filing Velocity (24 Months)

Sep 2024 Aug 2026

Activity Timeline

No activity recorded yet.

Ownership & Assignment History

1 record
Date From To
Jan 4, 2016
ULTIMUS FUND SOLUTIONS, LLC
ULTIMUS INTERMEDIARY, LLC
ULTIMUS ASSET SERVICES, LLC
CRYSTAL FINANCIAL SBIC LP, AS TERM AGENT
BOSTON, MASSACHUSETTS

Recent Filings

Serial No. Mark Filing Date Status Classes Owner
88819387 ULTIMUS FUND SOLUTIONS Mar 03, 2020 Pending 035 Advertising & Business 036 Insurance & Finance 045 Legal & Security Services Ultimus Fund Solutions, LLC
86252197 ULTIMUS FUND SOLUTIONS Apr 15, 2014 Abandoned 035 Advertising & Business 036 Insurance & Finance 045 Legal & Security Services ULTIMUS FUND SOLUTIONS, LLC
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FAQ: ULTIMUS FUND SOLUTIONS trademark portfolio

What trademarks does ULTIMUS FUND SOLUTIONS hold?

ULTIMUS FUND SOLUTIONS holds 2 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 35 (Advertising & Business), Class 36 (Insurance & Finance), Class 45 (Legal & Security Services). The most recent filings are registered to Ultimus Fund Solutions, LLC.

How many trademarks does ULTIMUS FUND SOLUTIONS have at the USPTO?

WikiTrademarks tracks 2 USPTO trademark filings attributed to ULTIMUS FUND SOLUTIONS. The brand has been actively filing since April 2014. The count updates daily as new filings are indexed from the USPTO bulk data feed.

In which NICE classes does ULTIMUS FUND SOLUTIONS file most often?

ULTIMUS FUND SOLUTIONS's most active class is NICE Class 35 (Advertising & Business), with 2 filings. The full distribution across all 0 classes is shown in the Nice Class Distribution panel on this page.

Who owns the ULTIMUS FUND SOLUTIONS trademark?

The most recent filings under the ULTIMUS FUND SOLUTIONS mark are registered to Ultimus Fund Solutions, LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.

Is ULTIMUS FUND SOLUTIONS expanding into new categories?

The current WikiTrademarks Expansion Score for ULTIMUS FUND SOLUTIONS is 0 out of 100, which is low — the brand is focused on defending its existing categories rather than expanding. The score combines NICE class breadth, filing velocity, and the rate of cross-class movement from the brand's filing history.

How can I track new ULTIMUS FUND SOLUTIONS trademark filings?

Click the Watch Brand button at the top of this page to add ULTIMUS FUND SOLUTIONS to your Watchlist. New filings show up on your WikiTrademarks dashboard within 24 to 48 hours of being public, alongside any class expansions, status changes, or assignment events.

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