Form D · Other Investment Fund

Axcelus Financial Life Insurance Co Separate Account VA 225

Philadelphia, PA · CIK 0001763277

Offering snapshot reported Jul 23, 2024 · SEC filing

Reported sold
$23M
Indefinite offering
Investors reported
20
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 20, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$11.5M$23MJan 4, 2019: $1,000,000.00Jan 4, 2019Mar 16, 2020: $6,530,000.00Mar 16, 2020Jun 5, 2023: $22,702,000.00Jun 5, 2023Jul 23, 2024: $22,952,000.00Jul 23, 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$22,702,000 → $22,952,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 23, 2024Amendment$22,952,000$250,000vs Jun 5, 202320SEC filing
Jun 5, 2023Amendment$22,702,000$16,172,000vs Mar 16, 202020SEC filing
Mar 16, 2020Amendment$6,530,000$5,530,000vs Jan 4, 20198SEC filing
Jan 4, 2019Initial$1,000,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$63.3K
Finders' fees
$0
Form D file number
021-329681
variable annuity contracts
Issuer pays sales commissions which are equal to a percentage of the premium received by the Issuer. Axcelus Financial also pays sales commissions from its corporate resources.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Stern Capital LLC131226Jennifer H. Macaulay · CRD 2447557

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.

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