Form D · Other Investment Fund
Lombard International Life Assurance Co Separate Account VL144
Philadelphia, PA · CIK 0001617300
Offering snapshot reported Apr 15, 2019 · SEC filing
- Reported sold
- $16.6M Indefinite offering
- Investors reported
- 7 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 15, 2015 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$13,105,000 → $16,605,000
- Reported investors6 → 7
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 15, 2019 | Amendment | $16,605,000 | $3,500,000vs Apr 11, 2018 | 7 | SEC filing |
| Apr 11, 2018 | Amendment | $13,105,000 | $3,500,000vs Mar 27, 2017 | 6 | SEC filing |
| Mar 27, 2017 | Amendment | $9,605,000 | $3,500,000vs Mar 16, 2016 | 6 | SEC filing |
| Mar 16, 2016 | Amendment | $6,105,000 | $4,605,000vs Apr 21, 2015 | 6 | SEC filing |
| Apr 21, 2015 | Initial | $1,500,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $91.8K
- Finders' fees
- $0
- Form D file number
- 021-238394
variable life insurance contracts
Issuer pays no sales commissions or finders' fees. LILAC pays all sales commissions or finders' fees from its corporate resources.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| M Holdings Securities, Inc | 43285 | Allan Kaplan · CRD 1677480 |
| Summit Equities, Inc | 11039 | Lawrence Bell · CRD 2227247 |
| Purshe Kaplan Sterling Investments | 35747 | Lawrence M. Bell · CRD 2227247 |
Source: Form D, filed Apr 15, 2019. 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 |
| Pflac Philadelphia Financial Life Assurance Company | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Philadelphia, PA, 19103