Form D · Other Investment Fund
Axcelus Financial Life Insurance Co Separate Account VL 443
Philadelphia, PA · CIK 0002013430
Offering snapshot reported Jun 10, 2024 · SEC filing
- Reported sold
- $100K Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 5, 2024 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 10, 2024 | Initial | $100,000 | 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
- $0
- Finders' fees
- $0
- Form D file number
- 021-515587
variable life insurance contracts
Issuer pays no sales commissions or finders' fees. Axcelus Financial will pay all sales commissions from its corporate resources.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| The Leaders Group, Inc. | 37157 | Jonathan M. Donfeld · CRD 5845355 |
Source: Form D, filed Jun 10, 2024. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
SERIES 009
Investment adviser: FUNDVIEWS CAPITAL, LLC
- Gross asset value
- $218K
- Beneficial owners
- 5
- ADV minimum commitment
- $25K
Reported in Form ADV on Mar 27, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
AKRAM & ASSOCIATES PLLC
PCAOB 5961
Filing source
Form ADV 1946836 · Mar 27, 2025 · Schedule D 7.B.(1), fund 805-8906235429
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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 |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Philadelphia, PA, 19103