This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

LINCOLN FINANCIAL INVESTMENTS CORPORATIONCRD 108881

Fund type

UNDERLYING FUND TO BANK OWNED VARIABLE LIFE INSURANCE PRODUCT

Latest reported GAV

$49.7Mgross asset value on Schedule D 7.B(1), as of 2024-09-04; never fund size

Peak reported GAV

$201M

Beneficial owners

30

Minimum investment

$0

Owned by the adviser

0%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

no

Form D file number

021-500075an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it

Organised in

Indiana, United States

First reported

Mar 29, 2012

Last reported

Sep 4, 2024fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

25

Fund id

805-1149115363

Graph

RIA / Wealth Management

Canonical id

dfx:ria:64e4fcb9-edde-7168-549b-23911499398f

First observed

Mar 29, 2012

Last observed

Sep 4, 2024 24 months ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.