Form D · Other Investment Fund

Lombard International Life Assurance Co Separate Account VL 238

Philadelphia, PA · CIK 0001785315

Offering snapshot reported May 16, 2022 · SEC filing

Reported sold
$5M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Aug 9, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.5M$5MAug 22, 2019: $50,000.00Aug 22, 2019Jun 22, 2020: $1,666,667.00Jun 22, 2020May 16, 2022: $5,000,001.00May 16, 2022

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$1,666,667 → $5,000,001

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 16, 2022Amendment$5,000,001$3,333,334vs Jun 22, 20201SEC filing
Jun 22, 2020Amendment$1,666,667$1,616,667vs Aug 22, 20191SEC filing
Aug 22, 2019Initial$50,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$24.9K
Finders' fees
$0
Form D file number
021-347142
variable life insurance contracts.
Issuer pays sales commissions which are equal to a percentage of premium received by the Issuer. LILAC will also pay sales commissions from its corporate resources.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
M Holdings Securities, Inc43285Eric Naison-Phillips · CRD 5155539

Source: Form D, filed May 16, 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.

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