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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:55 AM ET

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Bob Burne

Named as an officer, director or promoter on SEC Form D filings · IL · May 21, 2018 → Sep 17, 2019

7deals (issuers)
$19.29Breported sold
1,762investors
13Form D filings
2018–2019years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:41 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Bob Burne is listed as an executive officer and director on 13 SEC Form D filings by 7 issuers between May 2018 and Sep 2019. Largest by amount reported sold: ZALICO Variable Series I Separate Account (Schaumburg, IL — insurance — 2018; $8.84B reported sold to 52 investors), VL Series Account-1 (Schaumburg, United States (as filed: X1) — insurance — 2018; $6.97B reported sold to 4 investors), HNW PPVA Series Account - 1 (Schaumburg, IL — insurance — 2018–2019; $2.09B reported sold to 1,485 investors), Group Variable Annuity Series I Separate Account (Schaumburg, IL — insurance — 2019; $697.5M reported sold to 21 investors), HNW PPVUL Series Account - 1 (Schaumburg, IL — insurance — 2018–2019; $679M reported sold to 183 investors) and 2 more (all listed below).

What this means A repeat sponsor — 7 separate companies raised money with this person listed as executive officer and director. Across those companies the filings report $19.29B sold in total.

Listed alongside Audrey Martin (13 shared filings), Cathy Ehrlich (13 shared filings), Colleen Zitt (13 shared filings), David Dampman (13 shared filings), David Dietz (13 shared filings) and 30 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Bob. Each name links to their own page.

All 7 issuers belong to the sponsor group Zalico Variable (11 issuers, $15.76B reported sold, 2010–2025).

What this means A sponsor group is one team that sets up a new company for each deal. Zalico Variable has 11 companies on file and $15.76B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — 1 court case matching the name, 1 bankruptcy case matching the name listed in Key records below.

What this means 2 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 13 public filings for Bob Burne and found 10 differences, 4 worth asking the sponsor about: 4 bankruptcy cases name the subject or team members; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Bob Burne has not run yet — it is joining a line of 43,532 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

1 case: 1 dismissed

Burne v. I.C. System, Inc. dismissed
District Court, N.D. Illinois · No. 1:17-cv-00628 · Filed Jan 27, 2017 · Closed May 1, 2017 · Nature of suit: 480 Consumer credit
Role of Burne: Plaintiff · Outcome: Terminated 2017-05-01 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 6 federal dockets); surname only in the caption; court in the person's filing state (IL)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:41 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Bob Burne..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Nathaniel R Thomas and Burne B Thomas closed
United States Bankruptcy Court, N.D. Illinois · No. 87-12476 · Filed Aug 25, 1987 · Closed Apr 20, 1988
Role of Nathaniel R Thomas and Burne B Thomas: Debtor · Outcome: Case closed 1988-04-20 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 6 federal dockets); surname only in the caption; court in the person's filing state (IL)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:41 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

10 differences found between the filings for Bob Burne — 4 worth asking about (compared 13 filings on Oct 24, 2026)

Worth asking · Aug 25, 1987 – Jan 17, 2013

4 bankruptcy cases name the subject or team members

Bankruptcy case: Nathaniel R Thomas and Burne B Thomas — filed Aug 25, 1987 · Bankruptcy case: Louis Pietroluongo — filed Aug 3, 2012 · Bankruptcy case: Dave G. Dampman and Jeannee L. Dampman — filed Aug 12, 2009 · Bankruptcy case: Zulfiquer Rehman and Farah Rehman — filed Aug 8, 2001

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. Illinois ↗Docket · United States Bankruptcy Court, S.D. New York ↗Louis Pietroluongo — PartnerFacts page ↗Docket · United States Bankruptcy Court, W.D. Wisconsin ↗
Sources
Worth asking · Oct 4, 2018 – Sep 17, 2019

Investor count went down between filings — ZALICO VARIABLE SERIES III SEPARATE ACCOUNT

The Oct 4, 2018 filing reports 4 investors; the Sep 17, 2019 Form D/A reports 3 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Oct 4, 2018 ↗Form D/A (later) · Sep 17, 2019 ↗ZALICO VARIABLE SERIES III SEPARATE ACCOUNT — PartnerFacts page ↗
Sources
Worth asking · Jul 31, 2017 – Jun 13, 2018

Investor count went down between filings — ZALICO Variable Series I Separate Account

The Jul 31, 2017 filing reports 33 investors; the Jun 13, 2018 Form D/A reports 31 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jul 31, 2017 ↗Form D/A (later) · Jun 13, 2018 ↗ZALICO Variable Series I Separate Account — PartnerFacts page ↗
Sources
Worth asking · Jun 12, 2018 – Aug 9, 2021

7 people are no longer listed on a later amendment

Bob Burne is no longer listed on the Aug 9, 2021 amendment — Group Variable Annuity Series I Separate Account · Bob Burne is no longer listed on the Oct 14, 2020 amendment — ZALICO VARIABLE SERIES III SEPARATE ACCOUNT · Bob Burne is no longer listed on the Jun 10, 2020 amendment — HNW PPVA Series Account - 1 · Bob Burne is no longer listed on the Jun 9, 2020 amendment — HNW PPVUL Series Account - 1 · Bob Burne is no longer listed on the Sep 17, 2019 amendment — ZALICO Variable Series I Separate Account · and 2 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D · Jun 21, 2019 ↗Form D/A · Aug 9, 2021 ↗Bob Burne — PartnerFacts page ↗Group Variable Annuity Series I Separate Account — PartnerFacts page ↗
Sources
Note · May 21, 2018 – Jun 12, 2018

Bob Burne's role changed at VL Series Account-1: executive officer → director

The May 21, 2018 filing lists Bob Burne as executive officer; the Jun 12, 2018 Form D/A lists director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · May 21, 2018 ↗Form D/A · Jun 12, 2018 ↗Bob Burne — PartnerFacts page ↗VL Series Account-1 — PartnerFacts page ↗
Sources
Note · Mar 19, 2010 – Feb 16, 2011

Industry group changed between filings — ZALICO VARIABLE SERIES III SEPARATE ACCOUNT

"Other" (Mar 19, 2010); then "Insurance" (Feb 16, 2011 to May 21, 2025).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D · Mar 19, 2010 ↗Form D/A · Feb 16, 2011 ↗ZALICO VARIABLE SERIES III SEPARATE ACCOUNT — PartnerFacts page ↗
Sources
Note · Mar 23, 2010 – Feb 16, 2011

Industry group changed between filings — ZALICO Variable Series I Separate Account

"Other" (Mar 23, 2010); then "Insurance" (Feb 16, 2011 to May 21, 2025).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D · Mar 23, 2010 ↗Form D/A · Feb 16, 2011 ↗ZALICO Variable Series I Separate Account — PartnerFacts page ↗
Sources
Note · Mar 19, 2010 – Feb 16, 2011

Industry group changed between filings — ZALICO VARIABLE SERIES VI SEPARATE ACCOUNT

"Other" (Mar 19, 2010); then "Insurance" (Feb 16, 2011 to May 21, 2025).

What this means The issuer described its business differently on different forms. Often it is just a different box ticked; sometimes the deal itself changed. Ask which business your money is in.

Form D · Mar 19, 2010 ↗Form D/A · Feb 16, 2011 ↗ZALICO VARIABLE SERIES VI SEPARATE ACCOUNT — PartnerFacts page ↗
Sources
Note · Mar 19, 2010 – Apr 19, 2013

Reported revenue range changed between filings — ZALICO VARIABLE SERIES VI SEPARATE ACCOUNT

"Decline to Disclose" (Mar 19, 2010); then "Not Applicable" (May 23, 2012); then "Decline to Disclose" (Apr 19, 2013).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Mar 19, 2010 ↗Form D/A · May 23, 2012 ↗Form D/A · Apr 19, 2013 ↗ZALICO VARIABLE SERIES VI SEPARATE ACCOUNT — PartnerFacts page ↗
Sources
Note · Mar 19, 2010 – Aug 9, 2021

9 address changes between filings

Address moved from New York, NY to Schaumburg, IL — Group Variable Annuity Series I Separate Account · Address moved from New York, NY to Schaumburg, IL — HNW PPVA Series Account - 1 · Address moved from New York, NY to Schaumburg, IL — VL Series Account-1 · Address moved from New York, NY to Schaumburg, IL — HNW PPVUL Series Account - 1 · Address moved from New York, NY to Schaumburg, IL — ZALICO VARIABLE SERIES III SEPARATE ACCOUNT · and 4 more

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D · Jun 21, 2019 ↗Form D/A · Aug 9, 2021 ↗Group Variable Annuity Series I Separate Account — PartnerFacts page ↗Form D/A · May 16, 2019 ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

5 of 7 offerings report sales commissions totalling $11,902,157; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Sep 17, 2019 D/A
ZALICO VARIABLE SERIES III SEPARATE ACCOUNT
File 021-139808
$100,393 (est.)$0$0
As issuer of the variable life insurance policies, Zurich American Life Insurance Company will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds
Wells Fargo Insurance Services Investment Advisors, Inc. BrokerCheck CRD 35419 ↗
Benefit Finance Securities BrokerCheck CRD 45113 ↗		EDGAR ↗
Jun 21, 2019 D
Group Variable Annuity Series I Separate Account
File 021-342497
$0$0$0
Zurich American Life Insurance Company deducts charges from premium and contract values per terms of applicable annuity contract.
Meyer-Chatfield no CRD number reported
via J. Alden Associates, Inc. (CRD 40002 ↗)
EDGAR ↗
May 16, 2019 D/A
HNW PPVUL Series Account - 1
File 021-172945
$1,824,142 (est.)$0$0
Zurich American Life Insurance Company deducts charges from premium and policy values per terms of applicable insurance contract.
M Holdings Securities, Inc. BrokerCheck CRD 43285 ↗
Winged Keel Group, Inc. no CRD number reported
via M Holdings Securities, Inc. (CRD 43285 ↗)

Michael B. Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)

Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)
EDGAR ↗
May 16, 2019 D/A
HNW PPVA Series Account - 1
File 021-215800
$1,876,925$0$0
Zurich American Life Insurance Company deducts charges from premium and policy values per terms of applicable insurance contract
M Holdings Securities BrokerCheck CRD 43285 ↗
Winged Keel Group, Inc. no CRD number reported
via M Holdings Securities, Inc. (CRD 43285 ↗)

Michael B. Liebeskind BrokerCheck CRD 1219051 ↗
via M Holdings Securities, Inc. (CRD 43285 ↗)

Eric Naison-Phillips BrokerCheck CRD 5155539 ↗
via M Holdings Securities (CRD 43285 ↗)
EDGAR ↗
Jun 13, 2018 D/A
ZALICO VARIABLE SERIES VI SEPARATE ACCOUNT
File 021-139810
$193,408 (est.)$0$0
As issuer of the variable life insurance policies, Zurich American Life Insurance Company will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds
Wells Fargo Insurance Services Investment Advisors, Inc. BrokerCheck CRD 35419 ↗EDGAR ↗
Jun 13, 2018 D/A
ZALICO Variable Series I Separate Account
File 021-139876
$7,907,289 (est.)$0$0
As issuer of the variable life insurance policies, Zurich American Life Insurance Company will receive amounts from charges deducted under the policies, but no executive officer, director or promoter will receive any portion of the gross offering proceeds
Wells Fargo Advisors, LLC BrokerCheck CRD 19616 ↗
Benefit Finance Securities BrokerCheck CRD 45113 ↗
WJ Lynch Investor Services LLC (William J. Lynch & Associates) BrokerCheck CRD 140762 ↗		EDGAR ↗
Jun 12, 2018 D/A
VL Series Account-1
File 021-234636
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 7

Every issuer that named Bob Burne on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

ZV
Insurance · group: Zalico Variable

ZALICO VARIABLE SERIES III SEPARATE ACCOUNT

Schaumburg, IL · Oct 4, 2018 → Sep 17, 2019 · 2 filings
  • Sep 17, 2019 · D/A · $2,630,664 sold of Indefinite · 3 investors · min. $10,000 · role: Director (Director of Zurich American Life Insurance Company) EDGAR ↗
  • Oct 4, 2018 · D/A · $2,621,864 sold of Indefinite · 4 investors · min. $10,000 · role: Director (Director of Zurich American Life Insurance Company) EDGAR ↗

Raised $2.73M from 9 investors as of the latest filing. Bob is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Insurance / 506(c) (97 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

GV
Insurance · group: Zalico Variable

Group Variable Annuity Series I Separate Account

Schaumburg, IL · Jun 21, 2019
  • Jun 21, 2019 · D · $0 sold of Indefinite · 0 investors · min. $3,000,000 · role: Director (Director of ZALICO) EDGAR ↗

Raised $697.5M from 21 investors as of the latest filing. Bob is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Insurance / 506(c) (97 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

HP
Insurance · group: Zalico Variable

HNW PPVA Series Account - 1

Schaumburg, IL · Jun 12, 2018 → May 16, 2019 · 4 filings
  • May 16, 2019 · D/A · $447,940,487 sold of Indefinite · 68 investors · min. $100,000 · role: Director (Director of ZALICO) EDGAR ↗
  • May 16, 2019 · D/A · $447,940,487 sold of Indefinite · 68 investors · min. $100,000 · role: Director (Director of ZALICO) EDGAR ↗
  • Jun 12, 2018 · D/A · $347,753,190 sold of Indefinite · 59 investors · min. $100,000 · role: Director (Director of ZALICO) EDGAR ↗
  • Jun 12, 2018 · D/A · $347,753,190 sold of Indefinite · 59 investors · min. $100,000 · role: Director (Director of ZALICO) EDGAR ↗

Raised $2.09B from 1,485 investors as of the latest filing. Bob is listed as director on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Insurance / 506(c) (97 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

HP
Insurance · group: Zalico Variable

HNW PPVUL Series Account - 1

Schaumburg, IL · Jun 12, 2018 → May 16, 2019 · 2 filings
  • May 16, 2019 · D/A · $296,965,922 sold of Indefinite · 92 investors · min. $100,000 · role: Director (Director of Zurich American Life Insurance Company) EDGAR ↗
  • Jun 12, 2018 · D/A · $244,096,608 sold of Indefinite · 81 investors · min. $100,000 · role: Director (Director of ZALICO) EDGAR ↗

Raised $679M from 183 investors as of the latest filing. Bob is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Insurance / 506(c) (97 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

ZV
Insurance · group: Zalico Variable

ZALICO VARIABLE SERIES VI SEPARATE ACCOUNT

Schaumburg, IL · Jun 13, 2018
  • Jun 13, 2018 · D/A · $5,671,088 sold of Indefinite · 4 investors · min. $10,000 · role: Director (Director of Zurich American Life Insurance Company) EDGAR ↗

Raised $12.5M from 8 investors as of the latest filing. Bob is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Insurance / 506(c) (97 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

ZV
Insurance · group: Zalico Variable

ZALICO Variable Series I Separate Account

Schaumburg, IL · Jun 13, 2018
  • Jun 13, 2018 · D/A · $4,983,856,993 sold of Indefinite · 31 investors · min. $10,000,000 · role: Director (Director of Zurich American Life Insurance Company) EDGAR ↗

Raised $8.84B from 52 investors as of the latest filing. Bob is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Insurance / 506(c) (97 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

VS
Insurance · group: Zalico Variable

VL Series Account-1

Schaumburg, United States (as filed: X1) · May 21, 2018 → Jun 12, 2018 · 2 filings
  • Jun 12, 2018 · D/A · $5,592,296,853 sold of Indefinite · 4 investors · min. $50,000,000 · role: Director (Director of ZALICO) EDGAR ↗
  • May 21, 2018 · D/A · $5,592,296,853 sold of Indefinite · 4 investors · min. $50,000,000 · role: Executive Officer (Director of ZALICO) EDGAR ↗

Raised $6.97B from 4 investors as of the latest filing. Bob is listed as director, executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Insurance / 506(c) (97 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

People around Bob 35

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

MR
No photo found yet (own website and image search run after this page is viewed)
Person

Michael Rohwetter

Executive Officer · 13 shared filings (7 issuers) · also on 4 other issuers

Michael Rohwetter is on 11 issuers in total — a repeat sponsor. Their page lists every one.

RH
No photo found yet (own website and image search run after this page is viewed)
Person

Richard Hauser

Executive Officer, Director · 13 shared filings (7 issuers) · also on 5 other issuers

Richard Hauser is on 12 issuers in total — a repeat sponsor. Their page lists every one.

CE
No photo found yet (own website and image search run after this page is viewed)
Person

Cathy Ehrlich

Executive Officer · 13 shared filings (7 issuers) · also on 4 other issuers

Cathy Ehrlich is on 11 issuers in total — a repeat sponsor. Their page lists every one.

DD
No photo found yet (own website and image search run after this page is viewed)
Person

David Dietz

Executive Officer, Director · 13 shared filings (7 issuers) · also on 4 other issuers

David Dietz is on 11 issuers in total — a repeat sponsor. Their page lists every one.

IK
No photo found yet (own website and image search run after this page is viewed)
Person

Ira Kleinman

Director · 13 shared filings (7 issuers) · also on 4 other issuers

Ira Kleinman is on 11 issuers in total — a repeat sponsor. Their page lists every one.

PC
No photo found yet (own website and image search run after this page is viewed)
Person

Patrick Carty

Executive Officer · 13 shared filings (7 issuers) · also on 4 other issuers

Patrick Carty is on 11 issuers in total — a repeat sponsor. Their page lists every one.

DD
No photo found yet (own website and image search run after this page is viewed)
Person

David Dampman

Executive Officer · 13 shared filings (7 issuers) · also on 4 other issuers

David Dampman is on 11 issuers in total — a repeat sponsor. Their page lists every one.

SB
No photo found yet (own website and image search run after this page is viewed)
Person

Stuart Berman

Director · 13 shared filings (7 issuers) · also on 3 other issuers

Stuart Berman is on 10 issuers in total — a repeat sponsor. Their page lists every one.

JT
No photo found yet (own website and image search run after this page is viewed)
Person

Juanita Thomas

Executive Officer · 13 shared filings (7 issuers) · also on 4 other issuers

Juanita Thomas is on 11 issuers in total — a repeat sponsor. Their page lists every one.

AM
No photo found yet (own website and image search run after this page is viewed)
Person

Audrey Martin

Executive Officer · 13 shared filings (7 issuers) · also on 4 other issuers

Audrey Martin is on 11 issuers in total — a repeat sponsor. Their page lists every one.

DB
No photo found yet (own website and image search run after this page is viewed)
Person

Debra Broek

Director · 13 shared filings (7 issuers) · also on 4 other issuers

Debra Broek is on 11 issuers in total — a repeat sponsor. Their page lists every one.

CZ
No photo found yet (own website and image search run after this page is viewed)
Person

Colleen Zitt

Executive Officer, Director · 13 shared filings (7 issuers) · also on 4 other issuers

Colleen Zitt is on 11 issuers in total — a repeat sponsor. Their page lists every one.

AP
No photo found yet (own website and image search run after this page is viewed)
Person

Adam Page

Executive Officer · 9 shared filings (5 issuers) · also on 5 other issuers

Adam Page is on 10 issuers in total — a repeat sponsor. Their page lists every one.

RG
No photo found yet (own website and image search run after this page is viewed)
Person

Richard Grilli

Executive Officer · 8 shared filings (6 issuers) · also on 4 other issuers

Richard Grilli is on 10 issuers in total — a repeat sponsor. Their page lists every one.

LP
No photo found yet (own website and image search run after this page is viewed)
Person

Louis Pietroluongo

Director, Executive Officer · 8 shared filings (3 issuers) · also on 8 other issuers

Louis Pietroluongo is on 11 issuers in total — a repeat sponsor. Their page lists every one.

MH
No photo found yet (own website and image search run after this page is viewed)
Person

Mark Hargrove

Executive Officer · 8 shared filings (6 issuers) · also on 4 other issuers

Mark Hargrove is on 10 issuers in total — a repeat sponsor. Their page lists every one.

FR
No photo found yet (own website and image search run after this page is viewed)
Person

Farah Rehman

Executive Officer · 6 shared filings (4 issuers) · also on 7 other issuers

Farah Rehman is on 11 issuers in total — a repeat sponsor. Their page lists every one.

DR
No photo found yet (own website and image search run after this page is viewed)
Person

Dennis Roberts

Executive Officer · 6 shared filings (4 issuers) · also on 6 other issuers

Dennis Roberts is on 10 issuers in total — a repeat sponsor. Their page lists every one.

FZ
No photo found yet (own website and image search run after this page is viewed)
Person

Feng Zhao

Executive Officer, Director · 6 shared filings (4 issuers) · also on 7 other issuers

Feng Zhao is on 11 issuers in total — a repeat sponsor. Their page lists every one.

LP
No photo found yet (own website and image search run after this page is viewed)
Person

Louis Pietrolugo

Director · 5 shared filings (4 issuers) · also on 3 other issuers

Louis Pietrolugo is on 7 issuers in total — a repeat sponsor. Their page lists every one.

SB
No photo found yet (own website and image search run after this page is viewed)
Person

Scott Beeman

Executive Officer, Director · 5 shared filings (3 issuers) · also on 6 other issuers

Scott Beeman is on 9 issuers in total — a repeat sponsor. Their page lists every one.

VA
No photo found yet (own website and image search run after this page is viewed)
Person

Vinay Awati

Executive Officer · 5 shared filings (4 issuers) · also on 7 other issuers

Vinay Awati is on 11 issuers in total — a repeat sponsor. Their page lists every one.

PN
No photo found yet (own website and image search run after this page is viewed)
Person

Paul Noftke

Director · 4 shared filings (3 issuers) · also on 6 other issuers

Paul Noftke is on 9 issuers in total — a repeat sponsor. Their page lists every one.

RG
No photo found yet (own website and image search run after this page is viewed)
Person

Robert Gibson

Executive Officer · 2 shared filings (2 issuers) · also on 5 other issuers

Robert Gibson is on 7 issuers in total — a repeat sponsor. Their page lists every one.

PA
No photo found yet (own website and image search run after this page is viewed)
Person

Paige Adams

Executive Officer · 2 shared filings (1 issuer) · also on 6 other issuers

Paige Adams is on 7 issuers in total — a repeat sponsor. Their page lists every one.

LB
No photo found yet (own website and image search run after this page is viewed)
Person

Leann Bladgett

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Bob Burne. Their page shows their other deals.

EM
No photo found yet (own website and image search run after this page is viewed)
Person

Eoin McNamara

Executive Officer · 1 shared filing (1 issuer) · also on 10 other issuers

Eoin McNamara is on 11 issuers in total — a repeat sponsor. Their page lists every one.

SL
No photo found yet (own website and image search run after this page is viewed)
Person

Simon Lodge

Executive Officer · 1 shared filing (1 issuer) · also on 9 other issuers

Simon Lodge is on 10 issuers in total — a repeat sponsor. Their page lists every one.

LB
No photo found yet (own website and image search run after this page is viewed)
Person

Leeann Badgett

Executive Officer · 1 shared filing (1 issuer) · also on 5 other issuers

Leeann Badgett is on 6 issuers in total — a repeat sponsor. Their page lists every one.

JM
No photo found yet (own website and image search run after this page is viewed)
Person

John Miskel

Executive Officer · 1 shared filing (1 issuer) · also on 9 other issuers

John Miskel is on 10 issuers in total — a repeat sponsor. Their page lists every one.

AS
No photo found yet (own website and image search run after this page is viewed)
Person

Andrea Selvajara

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Bob Burne. Their page shows their other deals.

PA
No photo found yet (own website and image search run after this page is viewed)
Person

Page Adam

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Bob Burne. Their page shows their other deals.

NJ
No photo found yet (own website and image search run after this page is viewed)
Person

Novian Junus

Executive Officer · 1 shared filing (1 issuer) · also on 10 other issuers

Novian Junus is on 11 issuers in total — a repeat sponsor. Their page lists every one.

JL
No photo found yet (own website and image search run after this page is viewed)
Person

Jane Larsen

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Bob Burne. Their page shows their other deals.

The team behind the deals

ZV
Sponsor group

Zalico Variable

11 issuers · 177 filings · $15.76B reported sold · 2010–2025

One team, 11 deal companies. Bob Burne is listed on 7 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Bob Burne.

Registrations and other filings

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

None of the 7 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Bob Burne by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 7 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Bob Burne is listed on: none on file. No website or social profile named in VL Series Account-1's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #70,031 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Schaumburg, X1). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗Cook County Clerk of Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

Illinois Secretary of State business search ↗OpenCorporates ↗

Change history

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