Form D · Other Investment Fund
Axcelus Financial Life Insurance Co Separate Account VL 25
Philadelphia, PA · CIK 0001259800
Offering snapshot reported Aug 6, 2024 · SEC filing
- Reported sold
- $11M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Sep 24, 2002 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$10,500,000 → $11,000,000
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 6, 2024 | Amendment | $11,000,000 | $500,000vs May 3, 2023 | 1 | SEC filing |
| May 3, 2023 | Amendment | $10,500,000 | $500,000vs Apr 22, 2022 | 1 | SEC filing |
| Apr 22, 2022 | Amendment | $10,000,000 | $1,500,000vs May 29, 2019 | 1 | SEC filing |
| May 29, 2019 | Amendment | $8,500,000 | $1,000,000vs Apr 4, 2017 | 1 | SEC filing |
| Apr 4, 2017 | Amendment | $7,500,000 | $500,000vs Jun 28, 2016 | 1 | SEC filing |
| Jun 28, 2016 | Amendment | $7,000,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $110K
- Finders' fees
- $0
- Form D file number
- 021-57813
variable life insurance contracts
Issuer pays sales commissions which are equal to a percentage of the premium received by the Issuer.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Kestra Investment Services, LLC | 42046 | Scott R. Cohen · CRD 2400506 |
Source: Form D, filed Aug 6, 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