Form D · Other Investment Fund
Axcelus Financial Life Insurance Co Separate Account VA230
Philadelphia, PA · CIK 0001757597
Offering snapshot reported Jul 23, 2024 · SEC filing
- Reported sold
- $25.9M Indefinite offering
- Investors reported
- 9 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 26, 2018 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$22,085,528 → $25,864,445
- Reported investors5 → 9
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 23, 2024 | Amendment | $25,864,445 | $3,778,917vs May 9, 2023 | 9 | SEC filing |
| May 9, 2023 | Amendment | $22,085,528 | $1,650,000vs Apr 12, 2022 | 5 | SEC filing |
| Apr 12, 2022 | Amendment | $20,435,528 | $2,688,999vs Mar 23, 2020 | 5 | SEC filing |
| Mar 23, 2020 | Amendment | $17,746,529 | $6,360,285vs May 15, 2019 | 5 | SEC filing |
| May 15, 2019 | Amendment | $11,386,244 | $4,792,500vs Nov 9, 2018 | 3 | SEC filing |
| Nov 9, 2018 | Initial | $6,593,744 | 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
- $51K
- Finders' fees
- $0
- Form D file number
- 021-325449
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 |
|---|---|---|
| Niagara International Capital Limited | 135327 | John L. Langston · CRD 2864476 |
| M Holdings Securities Inc. | 43285 | Nathan S. Mazzapica · CRD 5911273 |
| Kingswood Capital Partners, LLC | 288898 | John L. Langston · CRD 2864476 |
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