Form D · Other Investment Fund

Axcelus Financial Life Insurance Co Separate Account VL130

Philadelphia, PA · CIK 0001566421

Offering snapshot reported Aug 8, 2024 · SEC filing

Reported sold
$6.14M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 16, 2013
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.07M$6.14MDec 27, 2013: $1,650,000.00Dec 27, 2013Mar 11, 2016: $4,500,000.00Mar 11, 2016Aug 8, 2024: $6,139,102.00Aug 8, 2024

Dates 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$4,500,000 → $6,139,102

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 8, 2024Amendment$6,139,102$1,639,102vs Mar 11, 20161SEC filing
Mar 11, 2016Amendment$4,500,000$2,850,000vs Dec 27, 20131SEC filing
Dec 27, 2013Initial$1,650,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$178K
Finders' fees
$0
Form D file number
021-208800
variable life insurance contracts
Issuer pays no sales commissions or Finders' Fees. Axcelus Financial pays all sales commissions or finders' fees from its corporate resources.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
M Holdings Securities Inc.43285Peter M. Williams · CRD 872807

Source: Form D, filed Aug 8, 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.

People and organizations reported in Form D filings
NameReported role
Axcelus Financial Axcelus Financial Life Insurance Company Promoter
Lilac Lombard International Life Assurance Company Promoter
Pflac Philadelphia Financial Life Assurance Company Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Liberty Place 1650 Market Street, 8 Th Floor
Philadelphia, PA, 19103