FormDSignal
52

Protective BOLI PPVUL amends offering after $1.18B in sales

Fund raise update · Other fund · Open-ended · BIRMINGHAM, AL · Form D/A filed 2026-10-26 · sponsor: Protective Life Insurance Company · all Protective Boli Ppvul vehicles

Protective Life Insurance Company's separate account vehicle has sold $1.18B to 20 investors under Regulation D exemptions 3(c)(7) and 6(b) since November 2021. The filing amends the offering terms for this indefinite-stage pooled investment fund.

Note: Protective BOLI PPVUL is an insurance company separate account, not a traditional investment fund; minimum investment listed as $0, which is atypical and may reflect insurance policy mechanics rather than standard fund subscription terms.

$100M+ sold3(c)(7) — qualified purchasersCapital closing nowother

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 $1.13B to $1.18B (+$47.1M, +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 Life Insurance Company on EDGAR

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

52

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

Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $1.13B · BIRMINGHAM, AL · filed 2025-10-27

Sold rose to $NaN (+$212.6M, +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: 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; Richard J. Melnick; Tracy A. Fisher; Justin T. Robertson; Rebecca A. Pressgrove; Zachary S. Low; Brad J. Dyksen; Cole H. Svenson; Cory W. McPhee; David J. Shoemaker

Why now — by persona

  • Fund audit & tax:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock
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  • Placement agent / capital introduction:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock
  • Custodian / prime broker:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock

Filing contact

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