Form D · Other Investment Fund
Axcelus Financial Life Insurance Co Separate Account VA 176
Philadelphia, PA · CIK 0001708677
Offering snapshot reported Jul 24, 2024 · SEC filing
- Reported sold
- $95.3M Indefinite offering
- Investors reported
- 10 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 5, 2017 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$94,524,718 → $95,324,718
- Reported investors8 → 10
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 24, 2024 | Amendment | $95,324,718 | $800,000vs May 23, 2023 | 10 | SEC filing |
| May 23, 2023 | Amendment | $94,524,718 | $7,033,000vs Apr 20, 2022 | 8 | SEC filing |
| Apr 20, 2022 | Amendment | $87,491,718 | $29,905,000vs Mar 17, 2020 | 10 | SEC filing |
| Mar 17, 2020 | Amendment | $57,586,718 | $16,920,000vs Apr 16, 2019 | 4 | SEC filing |
| Apr 16, 2019 | Amendment | $40,666,718 | $15,256,461vs Mar 23, 2018 | 3 | SEC filing |
| Mar 23, 2018 | Amendment | $25,410,257 | $15,410,257vs Jun 7, 2017 | 2 | SEC filing |
| Jun 7, 2017 | Initial | $10,000,000 | 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
- $713K
- Finders' fees
- $0
- Form D file number
- 021-288256
variable annuity contracts
Issuer pays no sales commissions or finders' fees. Axcelus Financial pays all sales commissions from its corporate resources.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| M Holdings Securities, Inc | 43285 | David D. Ehlert · CRD 1181878 |
| M Financial Securities Marketing, Inc. | 139304 | David D. Ehlert · CRD 1181878 |
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 |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Philadelphia, PA, 19103