Form D · Other Investment Fund

Axcelus Financial Life Insurance Co Separate Account VA 233

Philadelphia, PA · CIK 0001760093

Offering snapshot reported Aug 6, 2024 · SEC filing

Reported sold
$15.6M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 14, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$7.98M$16MNov 29, 2018: $750,000.00Nov 29, 2018Mar 8, 2019: $15,950,000.00Aug 6, 2024: $15,590,000.00Aug 6, 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$15,950,000 → $15,590,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 6, 2024Amendment$15,590,000-$360,000vs Mar 8, 20191SEC filing
Mar 8, 2019Amendment$15,950,000$15,200,000vs Nov 29, 20181SEC filing
Nov 29, 2018Initial$750,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$183K
Finders' fees
$0
Form D file number
021-326800
variable annuity contracts
Issuer pays no sales commissions or finders' fees. Axcelus Financial pays all sales commissions from its corporate resources.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
The Leaders Group, Inc.37157Jonathan Donfield · CRD 5845355

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.

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

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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