Protective COLI PPVUL, an insurance company separate account established by Protective Life Insurance Company, has sold $3.15B to 92 investors under Regulation D exemptions 3(c)(7) and 6(b). The filing is an amendment to an open-ended offering first launched in February 2021.
Note: Protective COLI PPVUL is an insurance company separate account, not a traditional pooled fund; structure and regulatory treatment differ from standard investment funds.
Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
Sold rose from $2.07B to $3.15B (+$1.08B, +9 investors) in 364 days since the previous filing.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2024-10-28 | D/A | $1.84B | 76 | |
| 2025-10-27 | D/A | $2.07B | 83 | +$227.5M |
| 2026-10-26 | D/A | $3.15B | 92 | +$1.08B |
Amount sold and investor count as restated on each of the issuer's Form D filings. A rise since the previous filing is capital closed in between.
Earlier and related filings by the same issuer and sponsor. All Protective Coli Ppvul vehicles →
Sold rose to $NaN (+$227.5M, +7 investors) in 364 days since the previous filing.
Sold rose to $NaN (+$582.4M, +2 investors) in 364 days since the previous filing.
| Insurance Company Protective Life | Promoter |
[email protected] · observed Work emails for the people on the filing, where the firm publishes or patterns them, labelled by confidence — subscribers
Signed by Brandon J. Cage, VP & Managing Counsel.
Placement agents / sales compensation: Todd Mezrah; Sean Devlin; Peter Gilman; Earl Schwabe; Shawn Hintz; Trent Sanden; Jimmy Edward; William Schertz; David Hauptman; Scott Cohen; Kevin P. Kelly; Sara Roth; Ned Lubell; John Fulton; Suzette Clark; George Blaha; Gavin Blaha; Garrett Blaha; Ed Kilpatrick; Jaclyn Guthmiller; Brian Donofry; Scott McGee; Troy DeBord; Curt Burris; Larry Deatherage; Phillip Currie; Thomas Cook; Jeffrey Gratton; Andrew Arigo; Bryant Kirk; Jason Chepenik; Brady Dall; Stephen Karam; David Hinderstein; Ian Franke; John Pontius; Jon Strickland; Gordon Chisholm; Kenneth DePaola; Jeffrey Cullen; Shawn Besser; Sam Sheth; Rick Callister; Jonathan Resin; Phillip Hammitt; Bruce Brownell; Kevin E. Kelly; Edward Lubell; Brian Wiese; Mike Stevens; Angela Patterson; William Chatfield; Brian Sheldon; Dan Barbaree; Vince Jenkins; Jeremy W. Yanasak; Howard E. Sharfman; Daniel J. Wagner; Daniel B. Barry; Kristin L. Barens; Richard D. Mack; Jacob Bosacki; Ari D. Fischman; James S. Bosley; Erik K. Tappin; LeeAnn M. Swider; Eric P. Rader; Justin Gladieux; Michael R. Ori; Maureen E. Pontius; Noel C. Culberson; Kristy T. Tochihara; Lucia Rita Fiumara; David E. Creasey; Whitney Randolph; Michael D. Shannon; Christopher H. Nyland; Stephen D. Mann; Ryan J. Hemker; Samuel H. Robert; Scott J. Seibel; Kenneth J. Rinehart; Alexander K. Rinehart; Mark E. Ledonne
The issuer's phone number and address from the filing are shown to subscribers. See plans.
