Form D · Other Investment Fund
Lombard International Life Assurance Co Separate Account VL 239
Philadelphia, PA · CIK 0001787217
Offering snapshot reported Jun 22, 2020 · SEC filing
- Reported sold
- $12.1M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Aug 30, 2019 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.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 22, 2020 | Amendment | $12,141,606 | $0vs Sep 11, 2019 | 1 | SEC filing |
| Sep 11, 2019 | Initial | $12,141,606 | 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
- $87.8K
- Finders' fees
- $0
- Form D file number
- 021-348594
variable life insurance contracts
Issuer pays sales commissions which are equal to a percentage of the premium received by the Issuer. LILAC will also pay sales commissions from its corporate resources.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| M Holdings Securities, Inc | 43285 | Alexander Shapses · CRD 4416887 |
Source: Form D, filed Jun 22, 2020. 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