Form D · Other Investment Fund

Lombard International Life Assurance Co Separate Account VL236

Philadelphia, PA · CIK 0001780541

Offering snapshot reported Apr 11, 2023 · SEC filing

Reported sold
$1.5M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 12, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$750K$1.5MJun 25, 2019: $336,370.00Jun 25, 2019Jun 22, 2020: $1,000,000.00Jun 22, 2020Apr 11, 2023: $1,500,000.00Apr 11, 2023

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$1,000,000 → $1,500,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 11, 2023Amendment$1,500,000$500,000vs Jun 22, 20201SEC filing
Jun 22, 2020Amendment$1,000,000$663,630vs Jun 25, 20191SEC filing
Jun 25, 2019Initial$336,370No comparison1SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$5.83K
Finders' fees
$0
Form D file number
021-342673
variable life insurance contracts
Issuer pays no sales commissions of finders' fees. LILAC will pay sales commissions from its corporate resources.

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Chalice Capital Partners, LLC288898Jason R. Zimmerman · CRD 2672423

Source: Form D, filed Apr 11, 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.

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