Form D · Other Investment Fund

Lombard International Life Assurance Co Separate Account VL 154

Philadelphia, PA · CIK 0001656281

Offering snapshot reported Apr 16, 2019 · SEC filing

Reported sold
$12.3M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jan 20, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$6.16M$12.3MJan 25, 2016: $3,080,000.00Jan 25, 2016Mar 17, 2017: $6,160,000.00Mar 17, 2017Apr 16, 2019: $12,320,000.00Apr 16, 2019

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$6,160,000 → $12,320,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 16, 2019Amendment$12,320,000$6,160,000vs Mar 17, 20171SEC filing
Mar 17, 2017Amendment$6,160,000$3,080,000vs Jan 25, 20161SEC filing
Jan 25, 2016Initial$3,080,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$117K
Finders' fees
$0
Form D file number
021-255896
variable life insurance contracts
Issuer pays sales commissions which are equal to a percentage of the premium received by the Issuer. LILAC also pays sales commissions from its corporate resources.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
M Holdings Securities, Inc43285Eric Naison-Phillips · CRD 5155539
M Financial Securities Marketing, Inc.139304Michael B. Liebeskind · CRD 1219051
M Financial Securities Marketing, Inc139304Eric Naison-Phillips · CRD 5155539
Silver Leaf Partners, LLC126694Joan P. Young · CRD 1323315

Source: Form D, filed Apr 16, 2019. 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