Who owns the A HOLISTIC APPROACH TO INVESTING trademark?

The A HOLISTIC APPROACH TO INVESTING trademark is owned by Hudson Bay Capital Management LP.

What class is the A HOLISTIC APPROACH TO INVESTING trademark registered in?

The A HOLISTIC APPROACH TO INVESTING trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for A HOLISTIC APPROACH TO INVESTING?

The USPTO serial number for A HOLISTIC APPROACH TO INVESTING is 99907875.

What is the registration number for A HOLISTIC APPROACH TO INVESTING?

A HOLISTIC APPROACH TO INVESTING is registered under USPTO registration number 0.

AHO

USPTO Trademark Record

PENDING

A HOLISTIC APPROACH TO INVESTING

SN 99907875·Reg 0·Filed Jun 26, 2026

Owner Hudson Bay Capital Management LP

Financial, monetary and banking services; insurance services; real estate services.

A HOLISTIC APPROACH TO INVESTING (Serial No. 99907875), Registration No. 0, is a pending US trademark filed on Jun 26, 2026 by Hudson Bay Capital Management LP. This trademark covers Class 036 (Insurance, financial & real estate services).

Mark Intelligence

A HOLISTIC APPROACH TO INVESTING (Reg. #0) is a pending US trademark that was filed in 2026 and is currently under USPTO examination. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services..

FILED

Jun 26, 2026

SERIAL

99907875

REG#

Owner

Applicant

Hudson Bay Capital Management LP

Entity

Limited Partnership

State

Address

290 Harbor Drive, 3rd Floor, Stamford, CT, 06902

Country

Attorney

NameScott Kareff

Law firm

Scott Kareff McDermott Will & Schulte LLP

Docket

139706-0001

Address

919 Third Avenue, 19th Floor, New York, NY 10022, United States

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Filing Information

StatusPENDING

Filing DateJun 26, 2026

Serial Number99907875

Registration No.0

Status DateSep 28, 2026

Mark TypeStandard characters

Attorney Docket139706-0001

Status DescriptionLive and pending, new application assigned

Filing Signals

FILED

2026

YEARS AGO

CLASSES

MADRID FILINGS

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

4 events

ASSIGNED TO EXAMINER

Sep 28, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Jun 26, 2026

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 26, 2026

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

APPLICATION FILING RECEIPT MAILED

Jun 26, 2026

APPLICATION FILING RECEIPT MAILED

A HOLISTIC APPROACH TO INVESTING

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Other Marks by Hudson Bay Capital Management LP

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Scott Kareff

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