Capital Flow Monitor · Sponsors · CIK 1537090
HNW PPVUL Series Account - 1
1400 AMERICAN LANE, SCHAUMBURG, IL, 60196 · 425-577-5100
Insurance · Other· inc. ILLINOIS true
Fit score
—
Offering
—
Sold
$679.0M
% sold
—
Investors
183
Min investment
$500K
Exemption
506(c)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2025-12-01 | D ·current | 506(c) | — | $679.0M | — | 183 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed.
- Laura Lazarczyk — 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
- M Holdings Securities, Inc · 1 RE raises
- First Liberties Financial · 0 RE raises
- Ubs Financial Services · 0 RE raises
- Leaders Group Inc · 0 RE raises
- Benefit Financial Securities Llc · 0 RE raises
- Kestra Investments Llc · 0 RE raises
- Oberlin Financial International · 0 RE raises
- Stern Capital · 0 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.