Form D · Other Investment Fund

Axcelus Financial Life Insurance Co Separate Account GVA 5

Philadelphia, PA · CIK 0001315742

Offering snapshot reported Aug 20, 2024 · SEC filing

Reported sold
$770M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$20M
Reported outside-investor minimum
First sale
Jan 13, 2005
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$385M$770MJan 25, 2005Jun 14, 2016: $514,977,638.00Jun 14, 2016Apr 27, 2018: $679,891,168.00Aug 20, 2024: $769,663,951.00Aug 20, 2024

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$679,891,168 → $769,663,951

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 20, 2024Amendment$769,663,951$89,772,783vs Apr 27, 20181SEC filing
Apr 27, 2018Amendment$679,891,168$164,913,530vs Jun 14, 20161SEC filing
Jun 14, 2016Amendment$514,977,638No comparison1SEC filing
Jan 25, 2005PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-73489
group variable annuity contracts

Source: Form D, filed Aug 20, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Axcelus Financial Axcelus Financial Life Insurance Company Promoter
Lilac Lombard International Life Assurance Company Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Liberty Place 1650 Market Street, 8 Th Floor
Philadelphia, PA, 19103