Form D · Other Investment Fund
Lombard International Life Assurance Co Separate Account VL 184
Philadelphia, PA · CIK 0001724678
Offering snapshot reported Apr 29, 2022 · SEC filing
- Reported sold
- $9.9M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 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$4,983,620 → $9,895,240
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 29, 2022 | Amendment | $9,895,240 | $4,911,620vs Jun 12, 2020 | 1 | SEC filing |
| Jun 12, 2020 | Amendment | $4,983,620 | $2,455,694vs Apr 5, 2019 | 1 | SEC filing |
| Apr 5, 2019 | Amendment | $2,527,926 | $2,455,926vs Dec 14, 2017 | 1 | SEC filing |
| Dec 14, 2017 | Initial | $72,000 | 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
- $127K
- Finders' fees
- $0
- Form D file number
- 021-300797
variable life insurance contracts
Issuer pays sales commissions which are equal to a percentage of premium received by the Issuer. LILAC also pays sales commissions from its corporate resources.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| M Holdings Securities, Inc | 43285 | Matthew H. Phillips · CRD 2959424 |
| M Financial Securities Marketing, Inc. | 139304 | Matthew H. Phillips · CRD 2959424 |
Source: Form D, filed Apr 29, 2022. 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 |
|---|---|
| Lilac Lombard International Life Assurance Company | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Philadelphia, PA, 19103