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NEW YORK LIFE INSURANCE & ANNUITY CORP files an open-ended private fund
New fund · Open-ended · Offering Indefinite · Sold $136.3M · NEW YORK, NY · filed 2026-03-11
Placement agent engaged
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NEW YORK LIFE INSURANCE & ANNUITY CORP updates its Form D — $135.4M sold
Fund raise update · Open-ended · NEW YORK, NY · Form D/A filed 2025-03-12 · all New York Life vehicles
$100M+ sold
Why now — by persona
Relevant to: Fund audit & tax, Fund administrator. Lead card pending.
People on the filing
| Thomas A. Hendry | Executive Officer, Director |
| Michael A. Gamble | Executive Officer |
| Colleen A. Meade | Executive Officer |
| Craig L. DeSanto | Executive Officer, Director |
| Amy A. Miller | Director |
| Anthony R. Malloy | Director |
| Michael A. McDonnell | Executive Officer |
| Eric A. Feldstein | Executive Officer, Director |
| Robert M. Gardner | Executive Officer, Director |
| Janis C. Rubin | Executive Officer |
| Frank J. Harte | Director |
| Jodi Kravitz | Executive Officer, Director |
Signed by Janis Rubin, Vice President.
Placement agents / sales compensation: First Liberties Financial; Oglivie Security Advisors Corporation; World Equity Group, Inc.; LPL Financial LLC; Lion Street Financial; MML Investors Services, Inc.; Deutsche Bank Securities Inc.; Park Avenue Securities LLC; Ross Securities Corporation; Lincoln Financial Advisors Corp.; Manor House Capital, LLC; MAG Financial Inc.; First Montauk Securities Corp.; Stern Capital LLC; NFP Securities, Inc.; New Investors World, Inc.; American Portfolios Financial Services; Royal Alliance Associates; NYLINK Insurance Agency Incorporated; GA Financial, Inc.; Wachovia Insurance Services, Inc.; Wealth Preservation Associates LLC; M Holdings Securities Inc.; NYLIFE Securities LLC
Filing contact
The issuer's phone number and address from the filing are shown to subscribers. See plans, or read it on EDGAR.