Form D · Other Investment Fund
Axcelus Financial Life Insurance Co Separate Account VL 411
Philadelphia, PA · CIK 0001958747
Offering snapshot reported Aug 19, 2024 · SEC filing
- Reported sold
- $1M Indefinite offering
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Aug 1, 2023 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$25,000 → $1,000,000
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 19, 2024 | Amendment | $1,000,000 | $975,000vs Aug 8, 2023 | 1 | SEC filing |
| Aug 8, 2023 | Initial | $25,000 | 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
- $1.34K
- Finders' fees
- $0
- Form D file number
- 021-489050
variable life insurance contracts
Issuer pays no sales commissions or finders' fees. Axcelus Financial will pay sales commissions from its corporate resources.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| The Leaders Group, Inc. | 37157 | Jonathan M. Donfeld · CRD 5845355 |
Source: Form D, filed Aug 19, 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