Form D · Other Investment Fund
Axcelus Financial Life Insurance Co Separate Account VL 181
Philadelphia, PA · CIK 0001727039
Offering snapshot reported Aug 8, 2024 · SEC filing
- Reported sold
- $5.88M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Dec 29, 2017 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$5,038,774 → $5,878,569
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 8, 2024 | Amendment | $5,878,569 | $839,795vs Mar 28, 2023 | 1 | SEC filing |
| Mar 28, 2023 | Amendment | $5,038,774 | $839,796vs Apr 29, 2022 | 1 | SEC filing |
| Apr 29, 2022 | Amendment | $4,198,978 | $1,603,978vs Jun 17, 2020 | 1 | SEC filing |
| Jun 17, 2020 | Amendment | $2,595,000 | $1,730,000vs Jan 8, 2018 | 1 | SEC filing |
| Jan 8, 2018 | Initial | $865,000 | 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
- $147K
- Finders' fees
- $0
- Form D file number
- 021-302684
variable life insurance contracts
Issuer pays sales commissions which are equal to a percentage of the premium received by the Issuer. Axcelus Financial also pays sales commissions from its corporate resources.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Equitable Advisors, LLC | 6627 | Matthew Klein · CRD 5060520 |
Source: Form D, filed Aug 8, 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