Fundraisers / AON Executive Benefits, Inc.
FundraiserRegistered broker-dealer
AON Executive Benefits, Inc.
FINRA 4138 · placing rounds since Jan 2016
14company rounds placed
2in the last two years, last Dec 2025
$63.0Bsold in the rounds they placed
6.2%typical commission; the median firm takes 4.9%
Named on 24 Form D filings as paid to sell the offering: 14 for operating companies, 10 for funds. 5 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q4124Q4125Q4
What they place
- Insurance100%
How big the rounds are
- Under $1M0
- $1M to $5M1
- $5M to $20M1
- $20M to $100M0
- $100M+17
Where the companies are
IN11MO3NY3OH2
Rounds they placed
FiledIssuerIndustrySold
Dec 2025Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric WittenmyerInsurance$2.7B
Dec 2025Atlas Re LtdAgents: Aon Securities LLCPooled Investment Fund$100M
Nov 2025Aon Private Investments Fund, LP - Private Credit SeriesPooled Investment Fund-
Jun 2025Aon Private Investments Fund, LP - Global Infrastructure SeriesPooled Investment Fund-
Dec 2024Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric WittenmyerInsurance$2.6B
Dec 2023Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric WittenmyerInsurance$2.4B
Dec 2022Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric WittenmyerInsurance$2.0B
Oct 2022Aon Private Credit Opportunities Fund II, LPPooled Investment Fund-
Dec 2021Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric WittenmyerInsurance$1.7B
Dec 2020Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric Wittenmyer, William C. McDuffee OOOInsurance$2.3B
Oct 2020Aon IP Advantage Off-shore Feeder Fund LPAgents: Matthew FarrarPooled Investment Fund-
Dec 2019Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric Wittenmyer, William C. McDuffee OOOInsurance$1.8B
Dec 2018Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric Wittenmyer, William C. McDuffee OOOInsurance$1.5B
Jun 2018Townsend Real Estate Alpha Fund III, L.P.Pooled Investment Fund$186M
Mar 2018Aon Private Credit Opportunities Fund, LLCPooled Investment Fund-
Dec 2017Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric Wittenmyer, William C. McDiffee OOOInsurance$1.1B
Dec 2017Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
Dec 2017GENERAL AMERICAN LIFE INSURANCE CoAgents: VariousInsurance$413M
Dec 2016Silverton Re Ltd.Agents: Aon Securities Inc.Pooled Investment Fund$130M
Dec 2016Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric Wittenmyer, William C. McDiffee OOOInsurance$783M
Oct 2016Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
Oct 2016GENERAL AMERICAN LIFE INSURANCE CoAgents: VariousInsurance$364M
Jan 2016Aon Hewitt Institutional Funds, LLCPooled Investment Fund$60M
Jan 2016Silverton Re Ltd.Agents: Aon Benfield Securities, Inc.Pooled Investment Fund$125M
Dec 2015Lincoln Life Flexible Premium Variable Life Account ZAgents: Charles Steinberg, Eric WittenmyerInsurance$431M
Nov 2015GENERAL AMERICAN LIFE INSURANCE CoAgents: Eric D. WittenmyerInsurance$363M
Nov 2015Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
Jan 2015Silverton Re Ltd.Agents: Aon Benfield Securities, Inc.Pooled Investment Fund$85M
Feb 2014Nationwide Private Placement Variable AccountAgents: Charles SteinbergInsurance$5.6M
Feb 2012Nationwide Private Placement Variable AccountAgents: Charles SteinbergInsurance$4.5M
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
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