Capital Flow Monitor · Sponsors · CIK 1605628
HNW PPVA Series Account - 1
1400 AMERICAN LANE, SCHAUMBURG, IL, 60196 · 425-577-5100
Insurance · Other· inc. ILLINOIS true
Fit score
—
Offering
—
Sold
$2.09B
% sold
—
Investors
1,485
Min investment
$500K
Exemption
506(c)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2025-12-01 | D ·current | 506(c) | — | $2.09B | — | 1,485 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed.
- Laura Larczyk — Executive Officer / Director, Schaumburg, IL
- Susan Harvish — Executive Officer, Schaumburg, IL
- Farah Rehman — Executive Officer, Houston, TX
- Stefan Dunajewski — Executive Officer, New York, NY
- Prithpal Ruprai — Executive Officer, Addison, TX
- Stacy Patacsil — Executive Officer, Schaumburg, IL
- Eion Mcnamara — Executive Officer, New York, NY
- Michael Rohwetter — Executive Officer, New York, NY
Placement agents
- Morgan Stanley · 30 RE raises
- Lion Street Financial, Llc · 18 RE raises
- Kestra Investment Services, Llc · 9 RE raises
- Rockefeller Capital Management · 0 RE raises
- First Liberties Financial · 0 RE raises
- Valmark Securities Inc · 0 RE raises
- M Holdings Securities · 0 RE raises
- Leaders Group Inc · 0 RE raises
- Mercer Allied Company Lp · 0 RE raises
- Rbc Capital Markets · 0 RE raises
- Ubs · 0 RE raises
- Jp Morgan Chase Bank · 0 RE raises
- American Portfolio Financial Advisors Inc · 0 RE raises
- High Tower Securities Llc · 0 RE raises
- Purshe Kaplan Investments · 0 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.