ARS BELLICA
Summary of public USPTO data
- Owner
- ArsBP IP Holdings LLC
- Status
- Live/Registered
- Serial number
- 98956815
- Registration number
- 8347634
- Filing date
- 2025-01-13
- Registration date
- 2026-07-14
- International classes
- 35, 36, 42
Goods and services
Class 35
- Middle office platform of services for asset managers, namely, providing integrated end-to-end accounting services
- tax assessment
- tax advisory services
- tracking and monitoring insurance compliance for business purposes
- providing online business risk management service for use in project management
- business advice relating to finance and business analytics
- human resources management
- human resources consulting services
- business consulting in the fields of accounting and financial reporting for managers, in particular, their funds, their management companies, and any related entities
- business consulting in the fields of quarterly valuation and portfolio review process
- business consulting in the fields of monthly and ad hoc reports and presentations for senior management and investors
- business consulting in the fields of HR functions for management company employees, in particular, recruiting, onboarding and offboarding, payroll, benefit plan designs and administration, compensation strategy and execution
- business consulting in the fields of annual audit and tax compliance process for managers and their funds
- business consulting in the fields of tracking and managing risk transfer provisions between various entities within the management company, fund, and portfolio company structure
- business 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
- business 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
- business consulting in the fields of developing and managing specialty compliance programs as needed, in particular, vendor management, Anti-Money Laundering, Environmental Social Governance
- business consulting in the fields of hazard identification and risk management activities, in particular, a manager's property, casualty, and liability insurance programs and advising their portfolio companies on such matters as needed
- business 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
- business 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
- business consulting in the fields of implementing and maintaining compliance programs, in particular, filing of Forms Private Fund and Advisor for managers that choose to become registered with the Securities and Exchange Commission
- business consulting in the fields of preparing and tracking annual management company budgets
- business consulting in the fields of internal controls, in particular, making continuous improvements thereto
- specialized business consulting and advisory services for management companies and their portfolio companies relating to Enterprise Resource Planning selection and implementation, organizational planning, workplace and workforce efficiency studies, manufacturing and supply chain optimization, Food and Beverage operations.
Class 36
- 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 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
- 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 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
- specialized financial consulting and advisory services for management companies and their portfolio companies relating to Enterprise Resource Planning selection and implementation, organizational planning, workplace and workforce efficiency studies, manufacturing and supply chain optimization, Food and Beverage operations.
25 more items in the USPTO record.