Form D · Other Investment Fund

Lombard International Life Assurance Co Separate Account VA 239

Philadelphia, PA · CIK 0001769882

Offering snapshot reported Jul 17, 2020 · SEC filing

Reported sold
$3.85M
Indefinite offering
Investors reported
4
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 22, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.93M$3.85MMar 7, 2019: $250,040.00Mar 7, 2019Jul 17, 2020: $3,850,040.00Jul 17, 2020

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$250,040 → $3,850,040
  • Reported investors2 → 4

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 17, 2020Amendment$3,850,040$3,600,000vs Mar 7, 20194SEC filing
Mar 7, 2019Initial$250,040No comparison2SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$15.1K
Finders' fees
$0
Form D file number
021-334267
variable annuity contracts
Issuer pays no sales commissions or finders' fees. LILAC will pay sales commissions from its corporate resources.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Chalice Capital Partners, LLC288898Jason R. Zimmerman · CRD 2672423

Source: Form D, filed Jul 17, 2020. 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