Protective BOLI PPVUL
Protective BOLI PPVUL is a private investment fund based in Birmingham. According to its most recent Form D, filed Oct 26, 2026, it has sold $1,177,441,182 of interests to 20 investors since its first sale in Nov 2021. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Insurance Company Protective Life.
- Total raised
- $1,177,441,182Cumulative sales reported on Form D
- Investors
- 20
- First sale
- Nov 5, 2021
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Insurance Company Protective Life
- Latest Form D
- Oct 26, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Protective BOLI PPVUL
What is the minimum investment for Protective BOLI PPVUL?
Protective BOLI PPVUL's latest Form D, filed Oct 26, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Protective BOLI PPVUL?
Protective BOLI PPVUL is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Protective BOLI PPVUL raised?
Protective BOLI PPVUL reports $1,177,441,182 sold from 20 investors on its Form D filed Oct 26, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Protective BOLI PPVUL based?
Protective BOLI PPVUL is based in Birmingham.
When did Protective BOLI PPVUL launch?
Protective BOLI PPVUL reports its first sale in Nov 2021.