Form D · Other Investment Fund
Axcelus Financial Life Insurance Co Separate Account VA 203
Philadelphia, PA · CIK 0001735490
Offering snapshot reported Aug 6, 2024 · SEC filing
- Reported sold
- $1.8M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Mar 19, 2018 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$800,000 → $1,800,000
- Reported investors1 → 2
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 6, 2024 | Amendment | $1,800,000 | $1,000,000vs Mar 27, 2019 | 2 | SEC filing |
| Mar 27, 2019 | Amendment | $800,000 | $300,000vs Mar 26, 2018 | 1 | SEC filing |
| Mar 26, 2018 | Initial | $500,000 | 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
- $16K
- Finders' fees
- $0
- Form D file number
- 021-308533
variable annuity 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 |
|---|---|---|
| Niagara International Capital Limited | 135327 | Jason R. Zimmerman · CRD 2672423 |
| Chalice Capital Partners, LLC | 288898 | Jason R. Zimmerman · CRD 2672423 |
| Kingswood Capital Partners, LLC | 288898 | Aaron J Hodari · CRD 5552109 |
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