Form D · Other Investment Fund
Axcelus Financial Life Insurance Co Separate Account VL 294
Philadelphia, PA · CIK 0001838722
Offering snapshot reported Aug 6, 2024 · SEC filing
- Reported sold
- $1.64M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 22, 2020 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$1,430,409 → $1,638,250
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 6, 2024 | Amendment | $1,638,250 | $207,841vs Apr 27, 2023 | 2 | SEC filing |
| Apr 27, 2023 | Amendment | $1,430,409 | $350,000vs Apr 22, 2022 | 2 | SEC filing |
| Apr 22, 2022 | Amendment | $1,080,409 | $439,409vs Jan 4, 2021 | 2 | SEC filing |
| Jan 4, 2021 | Initial | $641,000 | 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
- $8.19K
- Finders' fees
- $0
- Form D file number
- 021-385155
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 |
|---|---|---|
| Axcelus Financial Life Insurance Company | 38383 | Timothy G. McCarty · CRD 6230730 |
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