Form D · Residential

Passco Buckhead DST

Irvine, CA · CIK 0001798152

Offering snapshot reported Sep 1, 2020 · SEC filing

Reported sold
$54M
Offering amount: $54M
Investors reported
121
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Dec 23, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$27M$54MDec 31, 2019: $14,308,088.00Dec 31, 2019Sep 1, 2020: $53,975,000.00Sep 1, 2020

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$14,308,088 → $53,975,000
  • Reported investors5 → 121

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 1, 2020Amendment$53,975,000$39,666,912vs Dec 31, 2019121SEC filing
Dec 31, 2019Initial$14,308,088No comparison5SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$4.72M (estimated)
Finders' fees
$0
Form D file number
021-356751

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Adriana Angela Olsen117323Passco Capital, Inc. · CRD 117323
Ronald David Birnbaum2382580Advisory Group Equity Services Ltd. · CRD 15427
Derek James Elrod4793202APW Capital, Inc. · CRD 43814
Gary Scott DeMera2995472APW Capital, Inc. · CRD 43814
James Thaddeus Walesa1061209Arkadios Capital · CRD 282710
Joseph Allen Nugent4019776Arkadios Capital · CRD 282710
Daniel James Mercer6698392Colorado Financial Service Corporation · CRD 104343
Brad Watt2565438Colorado Financial Service Corporation · CRD 104343
Concorde Investment Services, LLC151604
Harmony Mae McAuliffe5294771Crown Capital Securities, L.P. · CRD 6312
Justin Charles Lowy5935993Crown Capital Securities, L.P. · CRD 6312
Ken Kladouris5181249Crown Capital Securities, L.P. · CRD 6312
Robert Dean Burchett35348Crown Capital Securities, L.P. · CRD 6312
William Eugene Hauenstein1902043Crown Capital Securities, L.P. · CRD 6312
Christina Suzanne Nielson4866971DAI Securities, LLC · CRD 36673
Jack James Michaletz5773608DAI Securities, LLC · CRD 36673
Joe Michaletz1327534DAI Securities, LLC · CRD 36673
Michael Edward O'Toole6336251DAI Securities, LLC · CRD 36673
Nathaniel Michael Kuhn4624143DAI Securities, LLC · CRD 36673
DFPG Investments, LLC155576
Zack Steven Brough5674690Emerson Equity LLC · CRD 130032
Jordan Lamarr Gibbs5567629Financial Goal Securities, Inc. · CRD 19066
Peter Alexander Finnegan1336798Huntwicke Securities, LLC · CRD 146993
Independent Financial Group, LLC7717
Frank Piscitelli6935623Lightpath Capital, Inc. · CRD 34617
Leslie Margaret Pappas1735372Lightpath Capital, Inc. · CRD 34617
Cory Scott Thomas4234748McDermott Investment Services, LLC · CRD 154926
Robert Alan Horning2311640McDermott Investment Services, LLC · CRD 154926
Troy Thomas4691720McDermott Investment Services, LLC · CRD 154926
Eric Arthur Bicknese2829451Nationwide Planning Associates, Inc. · CRD 31029
Stacey Jim Morimoto4420782Stax Capital · CRD 300607
Terry Donald Deever4215379TCFG Wealth Management, LLC · CRD 164153
David P. Dahill6581024Thornhill Securities, Inc. · CRD 22333
George Roger Duff2768560Triad Advisors LLC · CRD 25803
James Dale Warring3198200Triad Advisors LLC · CRD 25803
Neil Eric Elmouchi200624Triad Advisors LLC · CRD 25803
Betty L. Friant2122446Wealthforge Securities, LLC · CRD 152550
Chay Thomas Lapin6275140Wealthforge Securities, LLC · CRD 152550
Trawnegan Gall6266415Wealthforge Securities, LLC · CRD 152550
Timothy Keith Kulhanek5696299World Equity Group, Inc. · CRD 29087

Source: Form D, filed Sep 1, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Belden Brown Executive
Thomas B. Jahncke Executive
Passco Buckhead Depositor, Llc Passco Buckhead Depositor, Llc Promoter
Passco Buckhead Manager, Llc Passco Buckhead Manager, Llc Promoter
Passco Companies, Llc Passco Companies, Llc Promoter
William O. Passo Executive
Larry K. Sullivan Executive

Issuer details

Industry: Residential (See others in industry)

Address:
2050 Main Street, Suite 650
Irvine, CA, 92614