Capital Flow Monitor · Sponsors · CIK 727136
NEW YORK LIFE INSURANCE & ANNUITY CORP
51 MADISON AVENUE, NEW YORK, NY, 10010 · 302-369-8500
Insurance · Corporation· inc. DELAWARE true
Fit score
—
Offering
—
Sold
$3.03B
% sold
—
Investors
227
Min investment
$1.0M
Exemption
—
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-03-11 | D | — | $505.3M | — | 151 | EDGAR ↗ | |
| 2026-03-11 | D | — | $545.6M | — | 2 | EDGAR ↗ | |
| 2026-03-11 | D ·current | — | $3.03B | — | 227 | EDGAR ↗ | |
| 2026-03-11 | D | — | $2.02B | — | 155 | EDGAR ↗ | |
| 2026-03-11 | D | — | $1.84B | — | 179 | EDGAR ↗ | |
| 2026-02-03 | D | — | $1.7B | — | 2 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed.
- Jodi L. Kravitz — Executive Officer / Director, New York, NY
- Robert M. Gardner — Executive Officer / Director, New York, NY
- Thomas A. Hendry — Executive Officer / Director, New York, NY
- Amy Miller — Director, New York, NY
- Michael McDonnell — Executive Officer / Director, New York, NY
- Eric Feldstein — Executive Officer / Director, New York, NY
- Colleen A. Meade — Executive Officer, New York, NY
- Janis C. Rubin — Executive Officer, New York, NY
- Craig L. DeSanto — Executive Officer / Director, New York, NY
- Michael A. Gamble — Executive Officer, New York, NY
- Erik A. Anderson — Executive Officer / Director, New York, NY
- Craig A. Sabal — Director, New York, NY
Placement agents
- Osaic Wealth, Inc · 42 RE raises
- Lpl Financial Llc · 34 RE raises
- World Equity Group, Inc. · 21 RE raises
- Park Avenue Securities Llc · 19 RE raises
- Lion Street Financial, Llc · 18 RE raises
- Ubs Financial Services Inc. · 13 RE raises
- Cetera Advisor Networks Llc · 11 RE raises
- Kestra Investment Services, Llc · 9 RE raises
- Cetera Advisors Llc · 7 RE raises
- M Holdings Securities, Inc · 1 RE raises
- Nylife Securities Llc · 1 RE raises
- Deutsche Bank Securities Inc. · 0 RE raises
- Stern Capital, Llc · 0 RE raises
- Northwestern Mutual Investment Services, Llc · 0 RE raises
- Newport Group Securities, Inc. · 0 RE raises
- First Liberties Financial · 0 RE raises
- Ubs Financial Services · 0 RE raises
- Lincoln Financial Advisors Corp. · 0 RE raises
- Valmark Securities Inc · 0 RE raises
- Fas Corp. · 0 RE raises
- Clark Securities Inc. · 0 RE raises
- Royal Alliance Associates · 0 RE raises
- Nfp Securities, Inc. · 0 RE raises
- Manor House Capital Llc · 0 RE raises
- Lion Street Financial · 0 RE raises
- Mml Investors Services, Inc. · 0 RE raises
- Ross Securities Corporation · 0 RE raises
- Wealth Preservation Associates Llc · 0 RE raises
- Oglivie Security Advisors Corporation · 0 RE raises
- Triad Insurance, Inc. · 0 RE raises
- The Leaders Group · 0 RE raises
- Executive Services Securities · 0 RE raises
- Tower Square Securities Inc. · 0 RE raises
- Douglas Forstrom · 0 RE raises
- Mag Financial Inc. · 0 RE raises
- Nylink Insurance Agency Incorporated · 0 RE raises
- Usi Securities, Inc. · 0 RE raises
- Ascensus Broker Dealer Services, Llc · 0 RE raises
- Capacuity Securities, Inc. · 0 RE raises
- Phillip Pickett · 0 RE raises
- Tbg Financial & Insurance Services · 0 RE raises
- American Portfolios Financial Services · 0 RE raises
- New Investors World, Inc. · 0 RE raises
- First Montauk Securities Corp. · 0 RE raises
- James M. Foyt · 0 RE raises
- Russell H. Vandevelde · 0 RE raises
- Domenic Matthew Dipiero · 0 RE raises
- Msi Financial Services Inc · 0 RE raises
- Oneamerica Securities, Inc. · 0 RE raises
- Morgan Stanley Ins Services · 0 RE raises
- Mml Insurance Agency, Inc. · 0 RE raises
- Nfp Advisor Services, Llc · 0 RE raises
- Nylife Securities, Inc. · 0 RE raises
- Triad Advisors Llc · 0 RE raises
- Northwestern Mutual Investment Services · 0 RE raises
- Morgan Stanley Insurance Services, Inc. · 0 RE raises
- Carrie Hall · 0 RE raises
- Executive Insurance Agency · 0 RE raises
- Kenneth D. Miller · 0 RE raises
- Raymond Schoenke · 0 RE raises
- Clark Consulting · 0 RE raises
- Walnut Street Securities, Inc. · 0 RE raises
- Investors Capital Corporation · 0 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.