37
Protective COLI PPVUL SV updates its Form D — $1.06B sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $1.06B · BIRMINGHAM, AL · filed 2025-10-27
3(c)(7) — qualified purchasers
52
Protective COLI PPVUL SV amends offering after $1.64B 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 Coli Ppvul vehicles
Protective Life Insurance Company's separate account vehicle has sold $1.64B to seven investors under Regulation D exemptions 3(c)(7) and 6(b) since August 2024. The filing amends the offering terms for this indefinite insurance-linked pooled investment fund.
Note: Entity is an insurance company separate account (COLI/PPVUL structure), not a traditional fund; minimum investment listed as $0, which is atypical and may reflect insurance policy mechanics rather than standard fund 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 $1.06B to $1.64B (+$582.4M, +2 investors) in 364 days since the previous filing.
| Filed | Form | Sold | Investors | Change |
|---|---|---|---|---|
| 2024-10-28 | D/A | $5.1B | 2 | |
| 2025-10-27 | D/A | $1.06B | 5 | −$4.04B |
| 2026-10-26 | D/A | $1.64B | 7 | +$582.4M |
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 Coli Ppvul vehicles →
37
Protective COLI PPVUL SV updates its Form D — $5.1B sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $5.1B · BIRMINGHAM, AL · filed 2024-10-28
3(c)(7) — qualified purchasers
52
Protective COLI PPVUL files amendment after $3.15B in sales
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $3.15B · BIRMINGHAM, AL · filed 2026-10-26
Sold rose to $NaN (+$1.08B, +9 investors) in 364 days since the previous filing.
3(c)(7) — qualified purchasersCapital closing now
52
Protective COLI PPVUL updates its Form D — $2.07B sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $2.07B · BIRMINGHAM, AL · filed 2025-10-27
Sold rose to $NaN (+$227.5M, +7 investors) in 364 days since the previous filing.
3(c)(7) — qualified purchasersCapital closing now
37
Protective COLI PPVUL updates its Form D — $1.84B sold
Fund raise update · Other fund · Open-ended · Offering Indefinite · Sold $1.84B · BIRMINGHAM, AL · filed 2024-10-28
3(c)(7) — qualified purchasers
People on the 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: James Wagner; Jeffrey L. Davis; Kristen L. Barens; Kevin B. Segal; Robert J. Kozloski II; Kraig M. Klinkhammer; George V. Blaha; Garrett M. Blaha; Gavin E. Blaha; Jaclyn M. Guthmiller; Edward M. Kilpatrick; John L. Pontius; Maureen E. Pontius
Why now — by persona
- Fund audit & tax:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock
- Fund administrator:A concrete reason to call this issuer this week, citing the filing. Subscribe to unlock
- 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
The issuer's phone number and address from the filing are shown to subscribers. See plans.