Great-West Lifeco U.S. Holdings, LP 2026: Is It Legit? Form D Raise, Investors, Who Is Behind It

Q: What is Great-West Lifeco U.S. Holdings, LP?

Great-West Lifeco U.S. Holdings, LP is a Delaware limited partnership that filed a Form D with the SEC on April 11, 2023 in the Insurance industry group. The filing claims Rule 506(b) for an offering of equity.

Q: Is Great-West Lifeco U.S. Holdings, LP legit?

AltStreet does not rate legitimacy; it reports the public record. Great-West Lifeco U.S. Holdings, LP filed a Form D with the SEC on April 11, 2023 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $224,427,807 sold to 374 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Q: Is Great-West Lifeco U.S. Holdings, LP registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Great-West Lifeco U.S. Holdings, LP claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

Q: How much has Great-West Lifeco U.S. Holdings, LP raised?

Great-West Lifeco U.S. Holdings, LP reported $224,427,807 sold from 374 investors in an offering of indefinite size as of the Form D filed April 11, 2023.

Q: Who can invest in Great-West Lifeco U.S. Holdings, LP?

The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.

Q: What is the minimum investment in Great-West Lifeco U.S. Holdings, LP?

The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.

Q: Who is selling Great-West Lifeco U.S. Holdings, LP and how are they paid?

The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.

Q: Who is behind Great-West Lifeco U.S. Holdings, LP?

The Form D lists 35 related persons: Paul A. Mahon, executive officer (President & Chief Executive Officer and Director of Great-West Lifeco Inc); Raman A. Srivastava, executive officer (Executive Vice-President and Global Chief Investment Officer of Great-West Lifeco Inc); Anne C. Sonnen, executive officer (Senior Vice-President and Chief Compliance Officer of Great-West Lifeco Inc); Arshil C. Jamal, executive officer (President and Group Head, Strategy Investments, Insurance and Corporate Development of Great-West Lifeco Inc); Jeffrey P. Macoun, executive officer (President and Chief Operating Officer, Canada of Great-West Lifeco Inc); Garry P. MacNicholas, executive officer (Executive Vice President and Chief Financial Officer of Great-West Lifeco Inc); Nancy D. Russell, executive officer (Senior Vice-President and Chief Internal Auditor of Great-West Lifeco Inc); Jeremy W. Trickett, executive officer (Senior Vice-President and Chief Governance Officer of Great-West Lifeco Inc), and 27 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Q: Where is Great-West Lifeco U.S. Holdings, LP located?

The issuer's address on its SEC filings is C/O Panagora Asset Management, Inc., One International Place, 24th Floor, Boston, MA. Its phone number of record is 617-439-6300. It is organized under the laws of Delaware.

Q: How long is the Great-West Lifeco U.S. Holdings, LP offering open?

The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 2 amendments are on record for this CIK.

AltStreetEDGAR DatabaseGreat-West Lifeco U.S. Holdings, LP
SEC filing record
Primary Source · SEC.gov
Great-West Lifeco U.S. Holdings, LP2021 vintageRule 506(b)Filing record
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$224M
Investors
374
Min Invest
None stated
Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.
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What this filing shows·Every sentence is a value as filed on SEC Form D
Great-West Lifeco U.S. Holdings, LP is a Delaware limited partnership that first filed a Form D on April 9, 2021 and most recently amended it on April 11, 2023 in the Insurance industry group. The offering claims Rule 506(b) and covers equity. Great-West Lifeco U.S. Holdings, LP reported $224,427,807 sold from 374 investors in an offering of indefinite size as of the Form D filed April 11, 2023. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. The issuer's address of record is C/O Panagora Asset Management, Inc., One International Place, 24th Floor, Boston, MA.
Critical Disclosures
What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.
Reporting lapsed · Form D · last filing April 11, 2023
Offering declared to continue beyond a year; annual amendment 13+ months overdue An issuer that stops filing is the case the going-concern flag cannot catch: the report that would have carried it was never filed.
Timeline 
Each line is a fact as filed. The history behind it, the same event across other issuers, and an alert on the next one:Open in the terminal Watch this issuer 
EDGAR Filing Data
Form D — Primary Source
View on SEC.gov 
CIK Number0001604550
Entity NameGreat-West Lifeco U.S. Holdings, LP
ExemptionRule 506(b)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Issuer AddressC/O Panagora Asset Management, Inc., One International Place, 24th Floor, Boston, MA
Phone(617) 439-6300
Industry / Fund TypeInsurance
Securities TypeEquity
First Sale DateMarch 25, 2014
Filing DateApril 11, 2023
Accession Number0001567619-23-005595
Total Offering AmountIndefinite
Total Amount Sold$224,427,807
Total Investors374
Non-Accredited InvestorsNone
Minimum Investment$0 (no stated minimum)
Offering DurationIntended to last more than one year
Revenue RangeDecline to Disclose
State (Issuer Address)MA
Amendment Count3 filings on record
Filings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
D/AApril 11, 20230001567619-23-005595D/AApril 11, 20220001567619-22-008351DApril 9, 20210000850918-21-000002
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
dark
Open in the terminal Watch this issuerInvestor $149/mo unlocks the values; Pro $349/mo adds the universe.
Fund family Part of the Great West Lifeco family: 2 vehicles across 0 generations · full family and the filing behind each link in the terminal
Investor
The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Item 3 changed on the Form D filed 2023-04-11: 2 related persons added and 3 removed against the filing of 2022-04-11; 35 now listed. The names are in the Terminal feed.
Paul A. Mahon
Executive Officer · Winnepeg, A2
President & Chief Executive Officer and Director of Great-West Lifeco Inc.
Raman A. Srivastava
Executive Officer · Winnepeg, A2
Executive Vice-President and Global Chief Investment Officer of Great-West Lifeco Inc.
Anne C. Sonnen
Executive Officer · Winnepeg, A2
Senior Vice-President and Chief Compliance Officer of Great-West Lifeco Inc.
Arshil C. Jamal
Executive Officer · Winnepeg, A2
President and Group Head, Strategy Investments, Insurance and Corporate Development of Great-West Lifeco Inc.
Jeffrey P. Macoun
Executive Officer · Winnepeg, A2
President and Chief Operating Officer, Canada of Great-West Lifeco Inc.
Garry P. MacNicholas
Executive Officer · Winnepeg, A2
Executive Vice President and Chief Financial Officer of Great-West Lifeco Inc.
Nancy D. Russell
Executive Officer · Winnepeg, A2
Senior Vice-President and Chief Internal Auditor of Great-West Lifeco Inc.
Jeremy W. Trickett
Executive Officer · Winnipeg, A2
Senior Vice-President and Chief Governance Officer of Great-West Lifeco Inc.
R. Jeffrey Orr
Director · Winnepeg, A2
Director of Great-West Lifeco Inc.
Marcel R. Coutu
Director · Winnepeg, A2
Director of Great-West Lifeco Inc.
Andre A. Desmarais
Director · Winnepeg, A2
Director of Great-West Lifeco Inc.
Paul A. Desmarais, Jr.
Director · Winnepeg, A2
Director of Great-West Lifeco Inc.
Heather E. Conway
Director · Winnepeg, A2
Director of Great-West Lifeco Inc.
Gary A. Doer
Director · Winnepeg, A2
Director of Great-West Lifeco Inc.
Sharon C. Geraghty
Executive Officer · Winnepeg, A2
Executive Vice-President and General Counsel of Great-West Lifeco Inc.
Deborah J. Barrett
Director · Winnepeg, A2
Director of Great-West Lifeco Inc.
David G. Fuller
Director · Winnepeg, A2
Director of Great-West Lifeco Inc.
Gregory D. Tretiak
Director · Winnepeg, A2
Director of Great-West Lifeco Inc.
Brian E. Walsh
Director · Winnepeg, A2
Director of Great-West Lifeco Inc.
Graham R. Bird
Executive Officer · Winnepeg, A2
Special Advisor to the Chief Executive Officer of Great-West Lifeco Inc.
Grace M. Palombo
Executive Officer · Winnepeg, A2
Executive Vice President and Chief Human Resources Officer of Great-West Lifeco Inc.
T. Timothy Ryan
Director · Winnepeg, A2
Director of Great-West Lifeco Inc.
Siim A. Vanaselja
Director · Winnepeg, A2
Director of Great-West Lifeco Inc.
Claude A. Genereux
Director · Winnepeg, A2
Director of Great-West Lifeco Inc.
Dervla M. Tomlin
Executive Officer · Winnepeg, A2
Executive Vice President and Chief Risk Officer of Great-West Lifeco Inc.
Steve M. Rullo
Executive Officer · Winnepeg, A2
Executive Vice-President and Global Chief Information Officer of Great-West Lifeco Inc.
Robert L. Reynolds
Executive Officer · Boston, MA
Chair of Great-West Lifeco U.S. Holdings, LLC, the General Partner of Great-West Lifeco U.S. Holdings, L.P.
Andra S. Bolotin
Executive Officer · Boston, MA
Vice-President of Great-West Lifeco U.S. Holdings, LLC, the General Partner of Great-West Lifeco U.S. Holdings, L.P.
Susan J. McArthur
Director · Winnipeg, A2
Director of Great-West Lifeco Inc.
Michael R. Amend
Director · Winnipeg, A2
Director of Great-West Lifeco Inc.
Paula B. Madoff
Director · Winnepeg, A2
Director of Great-West Lifeco Inc.
David B. Harney
Executive Officer · Winnepeg, A2
President and Chief Operating Officer, Europe of Great-West Lifeco Inc.
Roberta B. Bienfait
Director · Winnepeg, A2
Director of Great-West Lifeco Inc.
David B. Simmonds
Executive Officer · Winnepeg, A2
Senior Vice President and Chief Communications and Sustainability Officer of Great-West Lifeco Inc.
Edward F. Murphy, III
Executive Officer · Greenwood Village, CO
President and Chief Executive Officer, Empower
Questions About Great-West Lifeco U.S. Holdings, LP
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Great-West Lifeco U.S. Holdings, LP?Great-West Lifeco U.S. Holdings, LP is a Delaware limited partnership that filed a Form D with the SEC on April 11, 2023 in the Insurance industry group. The filing claims Rule 506(b) for an offering of equity.
Is Great-West Lifeco U.S. Holdings, LP legit?AltStreet does not rate legitimacy; it reports the public record. Great-West Lifeco U.S. Holdings, LP filed a Form D with the SEC on April 11, 2023 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $224,427,807 sold to 374 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Great-West Lifeco U.S. Holdings, LP registered with or approved by the SEC?No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Great-West Lifeco U.S. Holdings, LP claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Great-West Lifeco U.S. Holdings, LP raised?Great-West Lifeco U.S. Holdings, LP reported $224,427,807 sold from 374 investors in an offering of indefinite size as of the Form D filed April 11, 2023.
Who can invest in Great-West Lifeco U.S. Holdings, LP?The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.
What is the minimum investment in Great-West Lifeco U.S. Holdings, LP?The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.
Who is selling Great-West Lifeco U.S. Holdings, LP and how are they paid?The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly.
Who is behind Great-West Lifeco U.S. Holdings, LP?The Form D lists 35 related persons: Paul A. Mahon, executive officer (President & Chief Executive Officer and Director of Great-West Lifeco Inc); Raman A. Srivastava, executive officer (Executive Vice-President and Global Chief Investment Officer of Great-West Lifeco Inc); Anne C. Sonnen, executive officer (Senior Vice-President and Chief Compliance Officer of Great-West Lifeco Inc); Arshil C. Jamal, executive officer (President and Group Head, Strategy Investments, Insurance and Corporate Development of Great-West Lifeco Inc); Jeffrey P. Macoun, executive officer (President and Chief Operating Officer, Canada of Great-West Lifeco Inc); Garry P. MacNicholas, executive officer (Executive Vice President and Chief Financial Officer of Great-West Lifeco Inc); Nancy D. Russell, executive officer (Senior Vice-President and Chief Internal Auditor of Great-West Lifeco Inc); Jeremy W. Trickett, executive officer (Senior Vice-President and Chief Governance Officer of Great-West Lifeco Inc), and 27 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Great-West Lifeco U.S. Holdings, LP located?The issuer's address on its SEC filings is C/O Panagora Asset Management, Inc., One International Place, 24th Floor, Boston, MA. Its phone number of record is 617-439-6300. It is organized under the laws of Delaware.
How long is the Great-West Lifeco U.S. Holdings, LP offering open?The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 2 amendments are on record for this CIK.
What is Great-West Lifeco U.S. Holdings, LP's revenue?The issuer declined to disclose its revenue range on the Form D, which the form permits.
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Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.