Form D · Other Investment Fund
Lombard International Life Assurance Co Separate Account VL 204
Philadelphia, PA · CIK 0001760348
Offering snapshot reported Mar 30, 2023 · SEC filing
- Reported sold
- $19.5M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 20, 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$19,476,733 → $19,487,398
- Reported investors4 → 1
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 30, 2023 | Amendment | $19,487,398 | $10,665vs May 5, 2022 | 1 | SEC filing |
| May 5, 2022 | Amendment | $19,476,733 | $1,090,498vs Jun 17, 2020 | 4 | SEC filing |
| Jun 17, 2020 | Amendment | $18,386,235 | $671,653vs Mar 6, 2019 | 1 | SEC filing |
| Mar 6, 2019 | Amendment | $17,714,582 | $2,785,925vs Dec 6, 2018 | 1 | SEC filing |
| Dec 6, 2018 | Initial | $14,928,657 | 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
- $208K
- Finders' fees
- $0
- Form D file number
- 021-327230
variable life insurance contracts
Issuer pays no sales commissions or finders' fees. LILAC pays sales commissions from its corporate resources.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Woodbury Financial Services, Inc. | 421 | David H. Greenspahn · CRD 2710039 |
Source: Form D, filed Mar 30, 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.
| Name | Reported role |
|---|---|
| Lilac Lombard International Life Assurance Company | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Philadelphia, PA, 19103