Form D · Other Investment Fund
Axcelus Financial Life Insurance Co Separate Account VA 18
Philadelphia, PA · CIK 0001242367
Offering snapshot reported Jul 23, 2024 · SEC filing
- Reported sold
- $65.5M Indefinite offering
- Investors reported
- 39 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Feb 10, 2003 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$71,493,937 → $65,468,796
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 23, 2024 | Amendment | $65,468,796 | -$6,025,141vs Mar 24, 2020 | 39 | SEC filing |
| Mar 24, 2020 | Amendment | $71,493,937 | $1,850,000vs Jun 3, 2019 | 39 | SEC filing |
| Jun 3, 2019 | Amendment | $69,643,937 | $23,987,802vs Jun 24, 2016 | 37 | SEC filing |
| Jun 24, 2016 | Amendment | $45,656,135 | No comparison | 34 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $5.44M
- Finders' fees
- $0
- Form D file number
- 021-56430
variable annuity contracts
Issuer pays no sales commissions. Axcelus Financial pays sales commissions from corporate resources. Sales commissions calculated based on current value of investments. Current value of investments may vary from Total Amount Sold due to gains/losses.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Lion Street Financial, LLC | 165828 | Sean Buxton · CRD 4697339 |
| Kestra Investment Services, LLC | 42046 | Richard Baer · CRD 848798 |
| Axcelus Financial Distribution Company | 38383 | John Fischer · CRD 1191103 |
Source: Form D, filed Jul 23, 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