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WILSHIRE PHOENIX FUNDS LLC

Company Details

Name: WILSHIRE PHOENIX FUNDS LLC
Jurisdiction: New York
Legal type: FOREIGN LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 30 May 2018 (7 years ago)
Entity Number: 5349600
ZIP code: 10011
County: New York
Place of Formation: Delaware
Address: 151 WEST 19TH STREET, SUITE 300, NEW YORK, NY, United States, 10011

DOS Process Agent

Name Role Address
BLUNITE FUNDS LLC, ATTN: WILLIAM HERRMANN AND PATRICK RATHJE DOS Process Agent 151 WEST 19TH STREET, SUITE 300, NEW YORK, NY, United States, 10011

Filings

Filing Number Date Filed Type Effective Date
181023000686 2018-10-23 CERTIFICATE OF AMENDMENT 2018-10-23
180530000070 2018-05-30 APPLICATION OF AUTHORITY 2018-05-30

Trademarks Section

Serial Number:
98329957
Mark:
ADAPTIVE EXPOSURE
Status:
NOTICE OF ALLOWANCE - ISSUED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-12-25
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
ADAPTIVE EXPOSURE

Goods And Services

For:
Financial services, namely, equity trading advisory and management services; Broker-dealer financial services in the field of securities, stocks, bonds, and mutual funds, hedge fund investment services, and investment advisory services; Providing financial information and analysis via a website
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
97804136
Mark:
WILSHIRE PHOENIX
Status:
ABANDONED - NO STATEMENT OF USE FILED
Mark Type:
SERVICE MARK
Application Filing Date:
2023-02-21
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WILSHIRE PHOENIX

Goods And Services

For:
Public equity investment advisory and management; stock exchange information and advisory services; broker-dealer financial services in the field of securities, stocks, bonds, and mutual funds; hedge fund investment services, and investment advisory services
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
90975402
Mark:
ADAPTIVE EXPOSURE
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2020-06-22
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
ADAPTIVE EXPOSURE

Goods And Services

For:
Financial services, namely, investment management, financial trust administration, financial trust management
First Use:
2021-02-17
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
90792492
Mark:
SMART GOLD
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2021-06-24
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
SMART GOLD

Goods And Services

For:
Financial services including investment management, investment management in the nature of exchange traded products, commodity funds and registered securities offerings, financial trust administration, financial trust management, financial indexes and providing financial and investment information a...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
90286787
Mark:
WSHARES
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2020-10-29
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WSHARES

Goods And Services

For:
Financial services, namely, investment management in the nature of exchange traded products, commodity funds and registered securities offerings, financial indexes and providing financial and investment information and analysis via a website
First Use:
2021-02-18
International Classes:
036 - Primary Class
Class Status:
Active

Date of last update: 23 Mar 2025

Sources: New York Secretary of State