Form D · Other Investment Fund

Lombard International Life Assurance Co Separate Account GVA 48

Philadelphia, PA · CIK 0001736617

Offering snapshot reported Feb 28, 2019 · SEC filing

Reported sold
$52.2M
Indefinite offering
Investors reported
6
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Mar 28, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$26.1M$52.2MApr 9, 2018: $12,010,932.00Apr 9, 2018Feb 28, 2019: $52,194,565.00Feb 28, 2019

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$12,010,932 → $52,194,565
  • Reported investors4 → 6

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 28, 2019Amendment$52,194,565$40,183,633vs Apr 9, 20186SEC filing
Apr 9, 2018Initial$12,010,932No comparison4SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$17.3K
Finders' fees
$0
Form D file number
021-309608
group variable annuity contracts
Issuer pays no sales commissions or finders' fees. LILAC pays sales commissions from its corporate resources.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
M Holdings Securities, Inc43285Eric Naison-Phillips · CRD 5155539

Source: Form D, filed Feb 28, 2019. 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
Lilac Lombard International Life Assurance Company Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
One Liberty Place, 1650 Market Street 54 Th Floor
Philadelphia, PA, 19103