Form D · Other Investment Fund
Lombard International Life Assurance Co Separate Account VA 215
Philadelphia, PA · CIK 0001746258
Offering snapshot reported Apr 19, 2022 · SEC filing
- Reported sold
- $3.63M Indefinite offering
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jul 5, 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$3,530,000 → $3,630,000
- Reported investors4 → 3
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 19, 2022 | Amendment | $3,630,000 | $100,000vs Mar 17, 2020 | 3 | SEC filing |
| Mar 17, 2020 | Amendment | $3,530,000 | $640,000vs Mar 27, 2019 | 4 | SEC filing |
| Mar 27, 2019 | Amendment | $2,890,000 | $740,000vs Jul 13, 2018 | 2 | SEC filing |
| Jul 13, 2018 | Initial | $2,150,000 | 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
- $25.2K
- Finders' fees
- $0
- Form D file number
- 021-316760
variable annuity contracts
Issuer pays no sales commissions or finders' fees. LILAC pays sales commissions from its corporate resources.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| M Holdings Securities, Inc | 43285 | Eric Naison-Phillips · CRD 5155539 |
| Lion Street Financial, LLC | 165828 | David C. Friezo · CRD 1705729 |
| M Financial Securities Marketing, Inc. | 139304 | Eric Naison-Phillips · CRD 5155539 |
Source: Form D, filed Apr 19, 2022. 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 |
|---|---|
| Lilac Lombard International Life Assurance Company | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Philadelphia, PA, 19103