USPTO trademark

A HOLISTIC APPROACH TO INVESTING

Under examinationUSPTOWord markClass 36

"A HOLISTIC APPROACH TO INVESTING" is a word mark owned by Hudson Bay Capital Management LP, filed at the USPTO on June 26, 2026. It is under examination and covers class 36 (Insurance and Financial).

Official USPTO record
A HOLISTIC APPROACH TO INVESTING trademark as filed
As filed with the USPTO
Status
Under examination
Since October 7, 2026
Filed
June 26, 2026
Registered
Not yet
Expires
Not recorded
Application no.
99907875
Registration no.
Not yet
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns A HOLISTIC APPROACH TO INVESTING

The owner and representative on file with the office.

Owner

Hudson Bay Capital Management LP

Stamford, United States

Representative

Scott Kareff

McDermott Will & Schulte LLP

Goods and services

What the mark covers

The products and services A HOLISTIC APPROACH TO INVESTING is filed for, grouped by Nice class.

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notification of non-final action e-mailed
  2. Non-final action e-mailed
  3. Non-final action written
  4. Assigned to examiner
  5. Application filing receipt mailed
  6. New application office supplied data entered
  7. New application entered
FAQ

About A HOLISTIC APPROACH TO INVESTING

Who owns the trademark "A HOLISTIC APPROACH TO INVESTING"?

The USPTO trademark "A HOLISTIC APPROACH TO INVESTING" (application 99907875) is owned by Hudson Bay Capital Management LP.

What is the status of "A HOLISTIC APPROACH TO INVESTING"?

Its status at the USPTO is: under examination.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull A HOLISTIC APPROACH TO INVESTING and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

GET /v1/trademarks/{id}
ID=tm_019f0932-fffa-7101-a52f-a5676401cb3d
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019f0932-fffa-7101-a52f-a5676401cb3d",
  "object": "trademark",
  "mark_text": "A HOLISTIC APPROACH TO INVESTING",
  "status": {
    "primary": "pending",
    "stage": "examining"
  },
  "office_code": "US",
  "application_number": "99907875",
  "filing_date": "2026-06-26",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "Hudson Bay Capital Management LP",
      "entity_id": null
    }
  ]
}