Form D · Other Investment Fund

Lombard International Life Assurance Co Separate Account VA 95

Philadelphia, PA · CIK 0001469201

Offering snapshot reported May 8, 2023 · SEC filing

Reported sold
$1.98M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
May 14, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$991K$1.98MJun 6, 2012: $1,000.00Jun 6, 2012Mar 31, 2016: $911,901.00Mar 30, 2017: $1,559,059.00Apr 27, 2018: $1,655,196.00May 28, 2019: $1,904,358.00Jul 13, 2020: $1,979,263.00May 8, 2023: $1,982,628.00May 8, 2023

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$1,979,263 → $1,982,628

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 8, 2023Amendment$1,982,628$3,365vs Jul 13, 20201SEC filing
Jul 13, 2020Amendment$1,979,263$74,905vs May 28, 20191SEC filing
May 28, 2019Amendment$1,904,358$249,162vs Apr 27, 20181SEC filing
Apr 27, 2018Amendment$1,655,196$96,137vs Mar 30, 20171SEC filing
Mar 30, 2017Amendment$1,559,059$647,158vs Mar 31, 20161SEC filing
Mar 31, 2016Amendment$911,901$910,901vs Jun 6, 20121SEC filing
Jun 6, 2012Initial$1,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$2.66K
Finders' fees
$0
Form D file number
021-179325
variable annuity contracts
Issuer pays no sales commissions or finders' fees. LILAC pays all sales commissions from its corporate resources.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Innovation Partners, LLC146344Gerald R. Nowotny · CRD 1761926

Source: Form D, filed May 8, 2023. 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
(Pflac) Philadelphia Financial 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