FormDSignal
52

Protective BOLI PPVUL updates its Form D — $1.13B sold

Fund raise update · Other fund · Open-ended · BIRMINGHAM, AL · Form D/A filed 2025-10-27 · all Protective Boli Ppvul vehicles
$100M+ sold3(c)(7) — qualified purchasersCapital closing now

How this compares

  • Across 242 other fund sponsors with more than one launch on EDGAR, the median gap between consecutive funds is 4 months.
  • No earlier fund launch by this sponsor appears on EDGAR.

Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.

Raise progress

Sold rose from $917.7M to $1.13B (+$212.6M, +3 investors) in 364 days since the previous filing.

FiledFormSoldInvestorsChange
2024-10-28D/A$917.7M14
2025-10-27D/A$1.13B17+$212.6M
2026-10-26D/A$1.18B20+$47.1M

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.

Protective Boli Ppvul on EDGAR

Earlier and related filings by the same issuer and sponsor. All Protective Boli Ppvul vehicles →

52

Protective BOLI PPVUL amends offering after $1.18B in sales

Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $1.18B · BIRMINGHAM, AL · filed 2026-10-26

Sold rose to $NaN (+$47.1M, +3 investors) in 364 days since the previous filing.

3(c)(7) — qualified purchasersCapital closing now

People on the filing

Insurance Company Protective LifePromoter

[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: Richard J. Melnick; Tracy A. Fisher; Justin T. Robertson; Rebecca A. Pressgrove; Russell Vandevelde; James Foyt; Phillip Pickett; Jeffery Peterson; Michael Pounds; Joseph T Carpenter; Todd Andritsch; Vince Jenkins; Ken Derks; Steve Cochlan; Andrew Arigo; Steve Broadbent; Samuel Robert; Kevin Kelly; Shawn Hintz; Trent Sanden; John Argue; Rick Callister; Jason B. Maples; W. Scott Bethune

Why now — by persona

Relevant to: Fund audit & tax, Fund administrator, Placement agent / capital introduction, Custodian / prime broker.

Filing contact

The issuer's phone number and address from the filing are shown to subscribers. See plans.