FRANKLIN SQUARE HOLDINGS, L.P. v. GROWMARK, INC., paedc:2:2020cv04987

Financial services, namely, financial asset management and financial investment services;

Investment of funds for others; management of investment of funds for others; investment management services; [ Business Development Company funding services to small and mid-sized businesses; Business Development Company services, namely, providing financing to small and mid-sized businesses; ] Business Development Company fund management; [Business Development Company financing; ] mutual fund brokerage, distribution, investment; investment administration, distribution, and management of mutual funds; financial portfolio and investment management; investment advisory services; investment consultation; financial asset management; stock brokerage services; fund investment consultation; funds investment; asset allocation services * ; all of the aforementioned services expressly excluding those primarily directed to agricultural commodity derivatives *;

Investment of funds for others; management of investment of funds for others; investment management services; [ Business Development Company funding services to small and mid-sized businesses; Business Development Company services, namely, providing financing to small and mid-sized businesses; ] Business Development Company fund management; [ Business Development Company financing; ] mutual fund brokerage, distribution, investment; investment administration, distribution, and management of mutual funds; financial portfolio and investment management; investment advisory services; investment consultation; financial asset management; stock brokerage services; fund investment consultation; funds investment; asset allocation services; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets *; all of the aforementioned services expressly excluding those primarily directed to agricultural commodity derivatives *;

Business management consultation services; special event planning for commercial, promotional or advertising purposes; all of the aforementioned services, expressly excluding those primarily directed to agricultural commodity derivatives;

Investment of funds for others; management of investment of funds for others; investment management services; mutual fund brokerage, distribution, investment; financial services, namely, administration, distribution, and management of mutual funds; financial portfolio and investment management; investment advisory services; investment consultation; financial asset management; stock brokerage services; fund investment consultation; funds investment; asset allocation services in the nature of financial asset management; all of the aforementioned services, expressly excluding those primarily directed to agricultural commodity derivatives; all of the aforementioned services excluding venture capital fund management;

Providing group training in the field of organizational effectiveness featuring team building activities; business educational and training services, namely, seminars, conferences, workshops, coaching services in the field of professional and personal education and coaching to employees and executives; online blog in the field of professional and personal education and coaching to employees and executives; organizing, arranging and conducting interactive exhibitions for entertainment and educational purpose including food and beer and wine tastings and trivia contests; organizing sporting events, namely, golf outings and golf tournaments; arranging and conducting key note speaking engagements; all of the aforementioned services directed to financial and investment professionals;

Investment of funds for others; management of investment of funds for others; investment management services; venture capital fund management; mutual fund brokerage, distribution, investment; financial services, namely, administration, distribution, and management of mutual funds; financial portfolio and investment management; investment advisory services; investment consultation; financial asset management; stock brokerage services; fund investment consultation; funds investment; asset allocation services in the nature of financial asset management; all of the aforementioned services, expressly excluding those primarily directed to agricultural commodity derivatives;