Form D · Other Investment Fund
Axcelus Financial Life Insurance Co Separate Account VA 236
Philadelphia, PA · CIK 0001765085
Offering snapshot reported Aug 6, 2024 · SEC filing
- Reported sold
- $16.4M Indefinite offering
- Investors reported
- 14 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 14, 2019 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$15,715,598 → $16,414,494
- Reported investors9 → 14
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 6, 2024 | Amendment | $16,414,494 | $698,896vs Jun 5, 2023 | 14 | SEC filing |
| Jun 5, 2023 | Amendment | $15,715,598 | $1,107,281vs Apr 19, 2022 | 9 | SEC filing |
| Apr 19, 2022 | Amendment | $14,608,317 | $4,993,773vs Jul 17, 2020 | 8 | SEC filing |
| Jul 17, 2020 | Amendment | $9,614,544 | $8,614,544vs Jan 23, 2019 | 3 | SEC filing |
| Jan 23, 2019 | Initial | $1,000,000 | 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
- $11.7K
- Finders' fees
- $0
- Form D file number
- 021-331107
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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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Woodbury Financial Services, Inc. | 421 | David H. Greenspahn · CRD 2710039 |
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