Form D · Other Investment Fund
Axcelus Financial Life Insurance Co Separate Account VL 301
Philadelphia, PA · CIK 0001842052
Offering snapshot reported Aug 12, 2024 · SEC filing
- Reported sold
- $4.04M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 9, 2021 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$3,031,476 → $4,041,968
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 12, 2024 | Amendment | $4,041,968 | $1,010,492vs Apr 13, 2023 | 1 | SEC filing |
| Apr 13, 2023 | Amendment | $3,031,476 | $1,010,492vs Apr 26, 2022 | 1 | SEC filing |
| Apr 26, 2022 | Amendment | $2,020,984 | $1,010,492vs Jan 26, 2021 | 1 | SEC filing |
| Jan 26, 2021 | Initial | $1,010,492 | 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
- $12.1K
- Finders' fees
- $0
- Form D file number
- 021-387270
variable life insurance contracts
Issuer pays no sales commissions or finders' fees. Axcelus Financial pays sales commissions from its corporate resources.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Lion Street Financial, LLC | 165828 | Catherine Runge · CRD 2535506 |
Source: Form D, filed Aug 12, 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