Sign in

Private company

Advantage Insurance Inc.

American life insurance company that raised $242.4 million in 2024 (SEC Form D). Summary from the record

Last updated Oct 21, 2026.

Overview

  • IndustryLife Insurance1
  • HeadquartersPR1
  • Legal formCorporation

See how the biggest companies compare on our leaderboards

Corporate structure

Advantage Insurance Inc. sits at the top of its group. 2 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Built from major holders from Schedules 13D and 13G; stakes of 5% or more it reported on Schedules 13D and 13G (1 companies). Each entity in the chart links to its source.

Leadership

Named in SEC Form D filings

People the company listed in its private-offering notices.

  • Executive Officer, DirectorEric J. Schneider named Sep 14, 2023 to Oct 1, 20242
  • Executive Officer, DirectorWilliam C. Buell named Sep 14, 2023 to Oct 1, 20242
  • DirectorDavid J. Rosenblum named Sep 14, 2023 to Oct 1, 20242
  • DirectorDenise B. Sadowski named Sep 14, 2023 to Oct 1, 20242
  • DirectorDouglas M. Chertok named Sep 14, 2023 to Oct 1, 20242
  • DirectorGary D. Witherspoon named Sep 14, 2023 to Oct 1, 20242
  • DirectorJohn B. Helmers named Sep 14, 2023 to Oct 1, 20242

Filings

4 filings to the SEC since October 2021: 4 private raises. The latest 4:

  1. Oct 1, 2026D EDGAR
  2. Oct 1, 2024D EDGAR
  3. Nov 8, 2023D EDGAR
  4. Sep 14, 2023D/A EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Stakes it holds

Advantage Insurance Inc. has told the SEC it owns more than 5% of 1 company, latest first (Schedules 13D and 13G).

Funding

Where the company's money came from, by calendar year: private offerings filed with the SEC, federal grants, loans, contracts and other assistance from USAspending.gov, and PPP loans from the SBA. Each bar links to the records below.

Money received by year$242.4M 2021–2024
Money received by yearMoney received by year, 2021–2024: $242.4M in all. Private raises (Form D) $242.4M.$0$100M$200M$300M2021 · Private raises (Form D): $240.6M202120222023 · Private raises (Form D): $1.2M20232024 · Private raises (Form D): $595.7K2024
Figures by year
YearPrivate raises (Form D)Total
2024$595.7K$595.7K
2023$1.2M$1.2M
2021$240.6M$240.6M

Private raises

Private offerings the company reported to the SEC on Form D. The amount is what the latest filing says was sold so far, charted in the year of the first sale. Covers filings since Oct 1, 2021.

  1. Sep 30, 2024Raised $595,722 in a private offering of equity2 Form D: 7 investors so far Form D
  2. Nov 8, 2023Raised $1.2 million in a private offering of equity4 Form D: 7 investors so far Form D
  3. Mar 16, 2021Raised $240.6 million in a private offering of equity5 Form D: 195 investors so far Form D

Sources

The numbers on this page point here. Each one links to the record it came from.

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5