Form D · Other Investment Fund
Axcelus Financial Life Insurance Co Separate Account VA 129
Philadelphia, PA · CIK 0001636676
Offering snapshot reported Jul 24, 2024 · SEC filing
- Reported sold
- $28.1M Indefinite offering
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 11, 2015 As reported in this filing
Fundraising history
Reported soldDates 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$27,136,963 → $28,136,963
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 24, 2024 | Amendment | $28,136,963 | $1,000,000vs May 9, 2023 | 3 | SEC filing |
| May 9, 2023 | Amendment | $27,136,963 | $999,999vs Apr 13, 2022 | 3 | SEC filing |
| Apr 13, 2022 | Amendment | $26,136,964 | $2,718,404vs Mar 30, 2017 | 3 | SEC filing |
| Mar 30, 2017 | Amendment | $23,418,560 | $1,054,289vs Mar 22, 2016 | 3 | SEC filing |
| Mar 22, 2016 | Amendment | $22,364,271 | $20,353,313vs Jun 17, 2015 | 2 | SEC filing |
| Jun 17, 2015 | Initial | $2,010,958 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $31.7K
- Finders' fees
- $0
- Form D file number
- 021-242017
variable annuity contracts
Issuer pays no sales commissions or finders' fees. Axcelus Financial pays all sales commissions or finders' fees from its corporate resources.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Lombard International Distribution Company | 38383 | John Fischer · CRD 1191103 |
Source: Form D, filed Jul 24, 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.
| Name | Reported role |
|---|---|
| Axcelus Financial Axcelus Financial Life Insurance Company | Promoter |
| Lilac Lombard International Life Assurance Company | Promoter |
| Pflac Philadelphia Financial Life Assurance Company | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Philadelphia, PA, 19103