Form D · Other Investment Fund
Lombard International Life Assurance Co Separate Account VL 258
Philadelphia, PA · CIK 0001804251
Offering snapshot reported Apr 27, 2023 · SEC filing
- Reported sold
- $1.75M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 13, 2020 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$1,000,000 → $1,750,000
- Reported investors1 → 2
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 27, 2023 | Amendment | $1,750,000 | $750,000vs Feb 27, 2020 | 2 | SEC filing |
| Feb 27, 2020 | Initial | $1,000,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $8.75K
- Finders' fees
- $0
- Form D file number
- 021-361446
variable life insurance contracts
Issuer pays a sales commission which is equal to a percentage of premium received by the Issuer.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Lombard International Distribution Company | 38383 | Timothy G. McCarty · CRD 6230730 |
Source: Form D, filed Apr 27, 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