Form D · Other Investment Fund
Axcelus Financial Life Insurance Co Separate Account VL 26
Philadelphia, PA · CIK 0001259799
Offering snapshot reported Aug 6, 2024 · SEC filing
- Reported sold
- $27.7M Indefinite offering
- Investors reported
- 13 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Feb 23, 2000 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$28,167,837 → $27,714,895
- Reported investors15 → 13
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 6, 2024 | Amendment | $27,714,895 | -$452,942vs Apr 22, 2022 | 13 | SEC filing |
| Apr 22, 2022 | Amendment | $28,167,837 | $550,399vs Jun 5, 2019 | 15 | SEC filing |
| Jun 5, 2019 | Amendment | $27,617,438 | $10,741vs Apr 17, 2018 | 15 | SEC filing |
| Apr 17, 2018 | Amendment | $27,606,697 | $5,228,672vs Jun 27, 2016 | 15 | SEC filing |
| Jun 27, 2016 | Amendment | $22,378,025 | No comparison | 15 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $1.08M
- Finders' fees
- $0
- Form D file number
- 021-57814
variable life insurance 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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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Lion Street Financial, LLC | 165828 | David Friezo · CRD 1705729 |
| Kestra Investment Services, LLC | 42046 | Matthew R. Jones · CRD 2557927 |
| Axcelus Financial Distribution Company | 38383 | John Fischer · CRD 1191103 |
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