Form D · Other Investment Fund
Axcelus Financial Life Insurance Co Separate Account VL 202
Philadelphia, PA · CIK 0001760095
Offering snapshot reported Aug 9, 2024 · SEC filing
- Reported sold
- $20.2M Indefinite offering
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 15, 2018 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$15,830,626 → $20,170,626
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 9, 2024 | Amendment | $20,170,626 | $4,340,000vs Apr 24, 2023 | 4 | SEC filing |
| Apr 24, 2023 | Amendment | $15,830,626 | $1,360,000vs Apr 21, 2022 | 4 | SEC filing |
| Apr 21, 2022 | Amendment | $14,470,626 | $7,727,373vs May 21, 2019 | 3 | SEC filing |
| May 21, 2019 | Amendment | $6,743,253 | $4,486,758vs Nov 30, 2018 | 3 | SEC filing |
| Nov 30, 2018 | Initial | $2,256,495 | 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
- $14.5K
- Finders' fees
- $0
- Form D file number
- 021-326939
variable life insurance contracts
Issuer pays no sales commissions or finders' fees. Axcelus Financial pays sales commissions from its corporate resources.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Niagara International Capital Limited | 135327 | John L. Langston · CRD 2864476 |
| M Holdings Securities, Inc | 43285 | Nathan S. Mazzapica · CRD 5911273 |
| Chalice Capital Partners, LLC | 288898 | John L. Langston · CRD 2864476 |
| M Financial Securities Marketing, Inc. | 139304 | Nathan S. Mazzapica · CRD 5911273 |
Source: Form D, filed Aug 9, 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