Form D · Other Investment Fund
Lombard International Life Assurance Co Separate Account VL131
Philadelphia, PA · CIK 0001612178
Offering snapshot reported Apr 21, 2022 · SEC filing
- Reported sold
- $7.08M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 23, 2014 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$6,619,491 → $7,079,491
- Reported investors3 → 2
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 21, 2022 | Amendment | $7,079,491 | $460,000vs Jul 13, 2020 | 2 | SEC filing |
| Jul 13, 2020 | Amendment | $6,619,491 | $300,000vs Mar 14, 2016 | 3 | SEC filing |
| Mar 14, 2016 | Amendment | $6,319,491 | $6,069,491vs Jun 27, 2014 | 3 | SEC filing |
| Jun 27, 2014 | Initial | $250,000 | 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
- $145K
- Finders' fees
- $0
- Form D file number
- 021-220006
Variable Life Insurance contracts.
Issuer pays sales commissions which are equal to a percentage of premium received by the Issuer. LILAC also pays sales commissions from its corporate resources.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| M Holdings Securities, Inc. | 43285 | John Lawson · CRD 2725918 |
| M Financial Securities Marketing, Inc. | 139304 | John B. Lawson · CRD 2725918 |
Source: Form D, filed Apr 21, 2022. 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