INVESTMENT SERVICES FIELD

Brand Owner (click to sort) Address Description
21ST CENTURY COMMUNICATIONS PARTNERS, L.P. 21st Century Communications Partners, L.P. 767 Fifth Avenue New York NY 10153 investment services in the field of securities;PARTNERS, L.P.;
ABBE GRAFF/ROSS HOLDINGS LLP 7222 West Cermak Road Suite 403 North Riverside IL 60546 investment services in the field of real estate securitization;
ANNEX VENTURES Annex Venture Partners #102 2483 East Bayshore Road Palo Alto CA 94303 Investment services in the field of venture capital and private equity, namely, equity capital investment and providing financing to start-up and emerging companies;VENTURES;
ANZU INDUSTRIAL CAPITAL PARTNERS Anzu Partners 1399 New York Avenue, NW, Suite 601 Washington DC 20005 Investment services in the field of venture capital and private equity, namely, provision of capital for private equity investments, operation and management of investment funds; facilitating liquidity events for start-up, emerging and growth companies, namely, financial consultation concerning business acquisitions and capital offerings;Business management and consulting services to start-up, emerging and growth companies; facilitating liquidity events for start-up, emerging and growth companies, namely, business consultation concerning business acquisitions and capital offerings;INDUSTRIAL CAPITAL PARTNERS;
ANZU PARTNERS Anzu Partners 1399 New York Avenue, NW, Suite 601 Washington DC 20005 Investment services in the field of venture capital and private equity, namely, provision of capital for private equity investments, operation and management of investment funds; facilitating liquidity events for start-up, emerging and growth companies, namely, financial consultation concerning business acquisitions and capital offerings;Business management and consulting services to start-up, emerging and growth companies; facilitating liquidity events for start-up, emerging and growth companies, namely, business consultation concerning business acquisitions and capital offerings;PARTNERS;
ARTS AND LEISURE FUND Cantor, Arthur 2112 Broadway Suite 400 New York NY 10023 investment services in the field of securities, real estate, and business ventures;FUND;
BATTERY VENTURES Battery Management Company One Marina Park Drive, Suite 1100 Boston MA 02210 Investment services in the field of venture capital and private equity, namely, provision of capital for private equity investments, operation and management of investment funds; facilitating liquidity events for start-up, emerging and growth companies, namely, financial consultation concerning business acquisitions and capital offerings;Business management and consulting services to start-up, emerging and growth companies; facilitating liquidity events for start-up, emerging and growth companies, namely, business consultation concerning business acquisitions and capital offerings;VENTURES;
BLACKMINE ANAA Holdings 5012 Latrobe Drive Windermere FL 34786 Investment services in the field of venture capital and private equity, namely, solicitation of capital for private equity investments, evaluation of potential investments, operation and management of investment funds, and investment funding, consultation and management;BLACK MINE;
BLACKMINE ANAA Holdings 5012 Latrobe Drive Windermere FL 34786 Investment services in the field of venture capital and private equity, namely, solicitation of capital for private equity investments, evaluation of potential investments, operation and management of investment funds, and investment funding, consultation and management;BLACK MINE;
BLACKRIDGE BLACKSTONE FINANCIAL SERVICES INC. 345 Park Avenue New York NY 10154 INVESTMENT SERVICES IN THE FIELD OF MUTUAL FUNDS;BLACK RIDGE;
BLACKSMITH CAPITAL Black, Philip D. 220 Halleck, Suite 220 Box 29588 San Francisco CA 94129 Investment services in the field of venture capital and private equity, namely solicitation of capital for private equity investments, evaluation of potential investments, operation and management of investment funds, and investment funding, consultation and management;CAPITAL;
BLACKSMITH VENTURE PARTNERS Black, Philip D. 220 Halleck, Suite 220 Box 29588 San Francisco CA 94129 Investment services in the field of venture capital and private equity, namely solicitation of capital for private equity investments, evaluation of potential investments, operation and management of investment funds, and investment funding, consultation and management;VENTURE PARTNERS;
BROOKFIELD PSG BROOKFIELD OFFICE PROPERTIES INC. Suite 330 Brookfield Place 181 Bay Street Toronto, Ontario M5J2T3 Canada Investment services in the field of real estate, infrastructure projects, energy infrastructure, real assets, real asset debt, funds, stocks, equity and commodity investment advice; investment management; financial investment services in the field of real estate, infrastructure projects, energy infrastructure, real assets, real asset debt, stocks, equity, commodities gold and investment notes; real estate, securities; financial management; financial research, namely, conducting research in the field of financial investments and securities; financial management of investment portfolios, joint ventures and single assets; operation of investment funds; management of portfolios comprising securities; financial analysis and research services; real estate investment; financial investment services for financial institutions, pension plans, insurance companies, for-profit and charitable foundations, endowments, sovereign wealth funds and high net worth investors;
BROOKFIELD PUBLIC SECURITIES GROUP BROOKFIELD OFFICE PROPERTIES INC. Suite 330 Brookfield Place 181 Bay Street Toronto, Ontario M5J2T3 Canada Investment services in the field of real estate, infrastructure projects, energy infrastructure, real assets, real asset debt, funds, stocks, equity and commodity investment advice; investment management; financial investment services in the field of real estate, infrastructure projects, energy infrastructure, real assets, real asset debt, stocks, equity, commodities gold and investment notes; real estate, securities; financial management; financial research, namely, conducting research in the field of financial investments and securities; financial management of investment portfolios, joint ventures and single assets; operation of investment funds; management of portfolios comprising securities; financial analysis and research services; real estate investment; financial investment services for financial institutions, pension plans, insurance companies, for-profit and charitable foundations, endowments, sovereign wealth funds and high net worth investors;PUBLIC SECURITIES GROUP;
CAPITAL TRUST PASS-THROUGH SECURITIES Salomon Brothers Inc. One New York Plz. New York NY 10004 investment services in the field of preferred shares issued by a trust;SECURITIES;
CAPS Oppenheimer Management Corporation Two World Trade Center New York NY 100480669 investment services in the field of unit investment trusts;
CORNERSTONE ADVISORS CORNERSTONE FINANCIAL CONSULTANTS, LTD. 483 MAIN STREET C/O HARLEYSVILLE NATIONAL BANK HARLEYSVILLE PA 19438 investment services in the field of securities; financial management services in the field of employee benefit plans; life insurance underwriting; estate planning; and, business succession planning;professional business consultation regarding the purchase and acquisition of businesses;ADVISORS;
CORNERSTONE INSTITUTIONAL INVESTORS, INC. CORNERSTONE FINANCIAL CONSULTANTS, LTD. 483 MAIN STREET C/O HARLEYSVILLE NATIONAL BANK HARLEYSVILLE PA 19438 INVESTMENT SERVICES IN THE FIELD OF SECURITIES, NAMELY, FINANCIAL AND INVESTMENT ADVISORY SERVICES SPECIFICALLY RELATING TO ANALYSIS AND ADVICE REGARDING EMPLOYEE BENEFITS, QUALIFIED PLANS, NON-QUALIFIED DEFERRED COMPENSATION AND OTHER EMPLOYEE BENEFITS;CORNER STONE INSTITUTIONAL INVESTORS INC;INSTITUTIONAL INVESTORS, INC.;
CORNERSTONE UNDIVIDED LOYALTY Cornerstone Benefits, Inc. 74 W. BROAD STREET SUITE 340 BETHLEHEM PA 18018 Investment services in the field of securities, namely, financial and investment advisory services specifically relating to analysis and advice regarding employee benefits, qualified plans, non-qualified deferred compensation and other employee benefits all concerning insurance and finance benefits; Financial and investment advisory and management services, namely, providing consulting services to individuals, corporations and institutions in the area of asset allocation, portfolio structure and risk management;
CORTS Citigroup Global Markets Inc. 388 Greenwich Street New York NY 10013 INVESTMENT SERVICES IN THE FIELD OF CORPORATE BASED SECURITIES ISSUED BY A SPECIAL PURPOSE TRUST;
DECS Salomon Brothers Seven World Trade Center New York NY 10048 investment services in the field of convertible and exchangeable equity and debt securities;
DESERT SCHOOLS FEDERAL CREDIT UNION DESERT FINANCIAL CREDIT UNION 148 N. 48TH STREET PHOENIX AZ 85034 investment services in the field of annuities, stocks, bonds and mutual funds; financial planning; banking services; mortgage lending, financial valuation of real estate, real estate financing services and real estate listing;Color is not claimed as a feature of the mark.;FEDERAL CREDIT UNION;
DESERT SCHOOLS FINANCIAL SERVICES DESERT FINANCIAL CREDIT UNION 148 N. 48TH STREET PHOENIX AZ 85034 INVESTMENT SERVICES IN THE FIELD OF ANNUITIES, STOCKS, BONDS AND MUTUAL FUNDS; FINANCIAL PLANNING;SCHOOLS FINANCIAL SERVICES;
ED EXPRESS THE FAST TRACK TO SAVING FOREDUCATION Cuckleburr.com, Inc 8214 Westchester Suite 500 Dallas TX 75225 investment services in the field of investment trusts;
EDBUCK$ EdExpress Texas, L.P. 8214 Westchester, Suite 500 Dallas TX 75225 investment services in the field of investment trusts;EDBUCK;
EDEXPRESS EdExpress Texas, L.P. 8214 Westchester, Suite 500 Dallas TX 75225 investment services in the field of investment trusts;
ELECTRUM GRAFF/ROSS HOLDINGS LLP 7222 West Cermak Road Suite 403 North Riverside IL 60546 investment services in the field of real estate securitization;
ENROLLMENT PLUS PAN-AMERICAN LIFE INSURANCE COMPANY 601 Poydras Street New Orleans LA 70130 Investment services in the field of retirement plans;
FARMER'S ENERGY REX AMERICAN RESOURCES CORPORATION 7720 PARAGON RD DAYTON OH 45459 Investment services in the field of energy, namely, asset acquisition, consultation, development and management services;ENERGY;
FARMER'S ENERGY REX Stores Corporation 2875 Needmore Road Dayton OH 45414 Investment services in the field of energy, namely, asset acquisition, consultation, development and management services;ENERGY;
GUIDEPOST GROWTH EQUITY Guidepost Growth Management Company 950 Winter Street, Suite 4600 Waltham MA 02451 investment services in the field of private equity fund investment services; management of investment funds and fund investment; financial portfolio management; financial portfolio analysis services; facilitating and arranging for the financing of business enterprises;GROWTH EQUITY;
IN A CLASS BY ITSELF BRADFORD EXCHANGE, LTD., THE 9333 Milwaukee Avenue Niles IL 60714 investment services in the field of commemorative and collector's plates and other art objects;
LAHONTAN VENTURES Crescendo Ventures Management 800 LaSalle Avenue, Suite 800 Minneapolis MN 55402 Investment services in the field of private and public securities;VENTURES;
LAHONTAN VENTURES Lahontan Ventures Suite 2250 800 LaSalle Avenue Minneapolis MN 55402 Investment services in the field of private and public securities;ventures;
LURE GRAFF/ROSS HOLDINGS LLP 7222 West Cermak Road Suite 403 North Riverside IL 60546 investment services in the field of real estate securitization;
MAXIMIZER Oppenheimer Management Corporation Two World Trade Center New York NY 100480669 investment services in the field of unit investment trusts;
METHUSELAH LIFE MARKETS WESTLB AG Herzogstraße 15 40217 Düsseldorf Germany Investment services in the field of buying selling, broking, of insurance policies in the capacity of an investor, trader and broker; Financial and monetary affairs in the nature of banking services; Financial analysis and consultancy; Capital investment consultation; Capital investment; Financial management; Investment fund transfer and transaction services; Savings account services, Money lending; Accepting deposits; Issuing substitute bonds; Accepting of fixed interval installment deposits; Loan services; Discounting of bills; Money transfer services; Providing financial liability guarantees, Acceptance of recommended bills of exchange; Wealth management for individuals, corporations and others, namely, research and analysis of financial markets; Financial planning advice and services; Stock exchange quotations; Foreign exchange transactions; Banking services in the nature of issuing letters of credit; Acting as a nominated bank under letters of credit; Confirmation of letters of credit, and advice relating to letters of credit; Administering the underwriting of securities; Providing financial information via global communications networks, security transactions, namely, mortgaging of securities; Financial services in the nature of an investment security; all of the aforementioned services also provided via the Internet; Telephone hot line counseling, namely, financial advice via telephone consultation; Arranging, provision and financing of loans, Financial guarantee and surety; Insurance and mortgage advisory services; Mortgage brokerage and lending; Financial consultancy; Providing financial information; Financial evaluation of insurance, banking, and real estate; Business liquidation services;Business management and consulting services; business administration;LIFE MARKETS;
MUNI RAES DEAN WITTER REYNOLDS INC. Two World Trade Center New York NY 10048 Investment services in the field of municipal bonds;MUNI;
NCT OPPORTUNITIES NCT Opportunities, Inc 900 North Carolina Trust Center 301 N. Elm Street, Greensboro NC 27401 investment services in the field of non-traditional investments, namely, hedge funds;
NON-FUNGIBLE FUND Borsai, Les c/oKrane&Smith 16255 Ventura Blvd. #600 Encino CA 91436 Investment services in the field of cryptocurrency regarding non-fungible token collectables, platforms and protocols;
NORTH BRIDGE GROWTH EQUITY North Bridge Venture Management Company 950 Winter Street Suite 4600 Waltham MA 02451 investment services in the field of private equity;GROWTH EQUITY;
NORTH BRIDGE PRIVATE EQUITY North Bridge Venture Management Company 950 Winter Street Suite 4600 Waltham MA 02451 investment services in the field of private equity;Private Equity;
PARALLAX ENERGY Paallax Energy 1201 Louisiana St., Suite 580 Houston TX 77002 Investment services in the field of energy and natural resources;Project development services in the field of energy and natural resources;
RELIGIOUS ENDOWMENTS ANONYMOUS Brink, Ray 213 East Bank Court North Hudson WI 54016 investment services in the field of capital and trust investments;RELIGIOUS ENDOWMENTS;
RIBS BARCLAYS CAPITAL INC. 745 Seventh Avenue New York NY 10019 investment services in the field of bonds;
SAFETY FIRST INVESTMENTS Citigroup Global Markets Inc. 388 Greenwich Street New York NY 10013 INVESTMENT SERVICES IN THE FIELD OF SECURITIES LINKED TO VARIOUS INDEXES WITH A GUARANTEED REPURCHASE FEATURE;INVESTMENTS;
SCHWAB DIRECTDETAIL CHARLES SCHWAB & CO., INC. 211 Main Street San Francisco CA 94105 Investment services in the field of mutual funds; investment advice in the field of mutual funds; providing financial and investment information, news, analysis, statistics, and research in the field of mutual funds via the Internet;SCHWAB DIRECT DETAIL;
SELECTING QUALITY COMPANIES FOR THE LONG TERM Selected Capital Preservation Trust Suite 101 Tucson AZ 87506 Investment services in the field of mutual funds; mutual fund shares distribution;
STARTINGPOINT VENTURE PARTNERS VantagePoint Management, Inc. 1001 Bayhill Drive, Suite 300 San Bruno CA 94066 Investment services in the field of venture capital and private equity, namely, solicitation of capital for private equity investments, evaluation of financial investments, operation and management of investment funds, and investment funding, consultation, and management;STARTING POINT VENTURE PARTNERS;VENTURE PARTNERS;
STARTINGPOINT VENTURE PARTNERS VantagePoint Management, Inc. 1001 Bayhill Drive, Suite 300 San Bruno CA 94066 Investment services in the field of venture capital and private equity, namely, provision of working capital for private equity investments, evaluation of financial investments, operation and management of investment funds, and investment and business management and consulting services to start-up, emerging and growth companies; project financing services; private equity fund investment services; hedge fund investment services;business consultation; business acquisitions and merger consultation; business management consultation; business planning consultation; business organizational consultation; business operations consultation; business recruiting consultation; business marketing consultation;VENTURE PARTNERS;
TABBE GRAFF/ROSS HOLDINGS 222 East Pearson Street Chicago IL 60611 investment services in the field of real estate securitization;
TAPS (THRESHOLD APPRECIATION PRICE SECURITIES) SMITH BARNEY INC. 388 Greenwich Street New York NY 10013 investment services in the field of options;THRESHOLD APPRECIATION PRICE SECURITIES;
TARGETS (TARGETED GROWTH ENHANCED TERM SECURITIES) Citigroup Global Markets Inc. 388 Greenwich Street New York NY 10013 investment services in the field of options;TARGETED GROWTH ENHANCED TERM SECURITIES;
TECH PIONEERS Tech Pioneers Management 40 Swarthmore Road Wellesley MA 02482 investment services in the field of private equity fund investment services; management of investment funds and fund investment; financial portfolio management; financial portfolio analysis services; facilitating and arranging for the financing of business enterprises;TECH;
TIERS Citigroup Global Markets Inc. 388 Greenwich Street New York NY 10013 investment services in the field of securities issued by a special purpose entity;
TRUPS Citigroup Global Markets Inc. 388 Greenwich Street New York NY 10013 investment services in the field of preferred shares issued by a trust;
TRUST INVESTMENT ENHANCED RETURN SECURITIES SALOMON BROTHERS INC 7 World Trade Center New York NY 10048 investment services in the field of securities issued by a special purpose entity;
UNITED STATES NATURAL GAS FUND Victoria Bay Asset Management 1999 Harrison Street, Suite 1530 Oakland CA 94612 investment services in the field of oil futures contracts and other oil interests;
UNITED STATES OIL FUND UNITED STATES COMMODITY FUNDS 1999 Harrison Street Suite 1530 Oakland CA 94612 investment services in the field of oil futures contracts and other oil interests;
VANTAGEPOINT CAPITAL PARTNERS VantagePoint Management, Inc. 1001 Bayhill Drive, Suite 300 San Bruno CA 94066 Investment services in the field of venture capital, private and public debt or equity, namely, solicitation of capital for debt or equity investments, evaluation of financial investments, operation and management of investment funds, and investment funding, consultation and management;CAPITAL PARTNERS;
VANTAGEPOINT VENTURE PARTNERS VantagePoint Management, Inc. 1001 Bayhill Drive, Suite 300 San Bruno CA 94066 Investment services in the field of venture capital and private equity, namely, solicitation of capital for private equity investments, evaluation of financial investments, operation and management of investment funds, and investment funding, consultation, and management;VANTAGE POINT VENTURE PARTNERS;VENTURE PARTNERS;
VANTAGEPOINT VENTURE PARTNERS VantagePoint Management, Inc. 1001 Bayhill Drive, Suite 300 San Bruno CA 94066 investment services in the field of venture capital and private equity, namely, provision of capital for private equity investments, evaluation of financial investments, operation and management of investment funds, and management and consulting services to start-up, emerging and growth companies; facilitating liquidity events for start-up, emerging and growth companies; project finance services; private equity fund services; hedge fund services;VANTAGE POINT VENTURE PARTNERS;business consultation; business acquisitions and merger consultation; business management consultation; business planning consultation; business organizational consultation; business operations consultation; business recruiting consultation; business marketing consultation;VENTURE PARTNERS;
VULT THE ART OF WEALTH Secured Worldwide 50 West 47th Street, Suite 910 New York NY 10036 investment services in the field of diamonds, namely, asset acquisition, consultation, and management services;
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. A metric, Investment Participation at Cost (IPAC) has been developed to determine the amount of money working in an investment vehicle. IPAC has particular application in a complex, private equity investment vehicle. Using IPAC, an investor can get a repeatable, readily understood indication of the amount of working money left in an investment. Further using IPAC, the investor, financial advisor or other interested party can, based on the money still working in any one or more investments, better determine the overall risk profile of an investment portfolio. An investment portfolio can be changed based on the risk profile as so determined.