Form D · Residential
Passco Fritz Farm DST
Irvine, CA · CIK 0001768018
Offering snapshot reported Jun 5, 2020 · SEC filing
- Reported sold
- $37.5M Offering amount: $37.5M
- Investors reported
- 111 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Mar 29, 2019 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 111
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 5, 2020 | Amendment | $37,475,000 | No comparison | 111 | SEC filing |
| Mar 27, 2019 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $3.28M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-335744
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Passco Capital, Inc. | 117323 | |
| Ronald David Birnbaum | 2382580 | Advisory Group Equity Services Ltd. · CRD 15427 |
| David Robert Lucas | 2135184 | Ameritas Investment Company, LLC · CRD 14869 |
| Kirk Dudley Dobson | 4049865 | Ameritas Investment Company, LLC · CRD 14869 |
| Christopher Alan Riel | 6222615 | Ameritas Investment Company, LLC · CRD 14869 |
| Derek James Elrod | 4793202 | APW Capital, Inc. · CRD 43814 |
| Ronald Norman York Jr. | 4308987 | Arkadios Capital · CRD 282710 |
| Rocco Santorsola | 2580695 | Ausdal Financial Partners, Inc. · CRD 7995 |
| Trawnegan Gall | 6266415 | Cabot Lodge Securities LLC · CRD 159712 |
| Steven B. Schwartz | 4177383 | Centaurus Financial, Inc. · CRD 30833 |
| Brian Daniel Vosberg | 4476509 | Centaurus Financial, Inc. · CRD 30833 |
| Eugene Buddy Berman | 6994891 | Colorado Financial Service Corporation · CRD 104343 |
| Jack Creighton | 1495897 | Concorde Investment Services, LLC · CRD 151604 |
| Gary L. Chapman | 5244594 | Concorde Investment Services, LLC · CRD 151604 |
| Bryan Christopher Hakola | 4161289 | Concorde Investment Services, LLC · CRD 151604 |
| Alan Bartlett Harrison | 1616987 | Concorde Investment Services, LLC · CRD 151604 |
| Roger William Bowlin | 1905652 | Concorde Investment Services, LLC · CRD 151604 |
| Michael Lawrence Cruz | 2130750 | Courtlandt Securities Corporation · CRD 137356 |
| Justin Charles Lowy | 5935993 | Crown Capital Securities, L.P. · CRD 6312 |
| Richard W. Jackman | 2501641 | Crown Capital Securities, L.P. · CRD 6312 |
| Joseph Gerard Michaletz | 1327534 | DAI Securities, LLC · CRD 36673 |
| Michael O'Toole | 6336251 | DAI Securities, LLC · CRD 36673 |
| DFPG Investments, LLC | 155576 | |
| Peter Chernin | 6787497 | Great Point Capital LLC · CRD 114203 |
| Peter Alexander Finnegan | 1336798 | Huntwicke Securities, LLC · CRD 146993 |
| Chistopher Michael Vizzi | 5095868 | Independent Financial Group, LLC · CRD 7717 |
| Kelly H. Clyde | 4825839 | Independent Financial Group, LLC · CRD 7717 |
| Patrick Robert Conway | 1337831 | Investacorp, Inc. · CRD 7684 |
| Lenajo Marie Hartley | 2905105 | Investacorp, Inc. · CRD 7684 |
| Stacey Jim Morimoto | 4420782 | Stax Capital · CRD 300607 |
| Thomas Craighead Lewis | 1852386 | Lewis Financial Group, L.C. · CRD 36673 |
| Dinesh Gupta | 6469999 | Lightpath Capital, Inc. · CRD 34617 |
| Leslie Margaret Pappas | 1735372 | Lightpath Capital, Inc. · CRD 34617 |
| Paul Getty | 6470002 | Lightpath Capital, Inc. · CRD 34617 |
| G. Anthony Harrigan | 1817525 | Lion Street Financial, LLC · CRD 165828 |
| James Bradley Teegarden | 2812366 | Lion Street Financial, LLC · CRD 165828 |
| Amanda Steele | 6566472 | McDermott Investment Services, LLC · CRD 154926 |
| David Harris Freedman | 4765269 | McDermott Investment Services, LLC · CRD 154926 |
| Troy Thomas | 4691720 | McDermott Investment Services, LLC · CRD 154926 |
| Eric Arthur Bicknese | 2829451 | Nationwide Planning Associates Inc. · CRD 31029 |
| William Lapiana | 4580411 | Newbridge Securities Corporation · CRD 104065 |
| Scott Offerman | 4619093 | Nextrend Securities, Inc. · CRD 43710 |
| Sonya Lee Gotz | 4007918 | Nextrend Securities, Inc. · CRD 43710 |
| Christina Suzanne Nielson | 4866971 | Primex · CRD 29394 |
| Jean-Louis Guinchard | 1983431 | RCX Capital Group, LLC · CRD 114290 |
| Thomas Burgess Hamlin | 2208505 | Somerset Securities, Inc. · CRD 2493 |
| Anthony Brown | 6900485 | Stax Capital · CRD 300607 |
| Edward Pius Kasperavich | 4970038 | Stonecrest Capital Markets, Inc. · CRD 39616 |
| Matthew Nielsen | 2762423 | Stonecrest Capital Markets, Inc. · CRD 39616 |
| Deborah Stackpole | 4969850 | Stonecrest Capital Markets, Inc. · CRD 39616 |
| James Thaddeus Walesa | 1061209 | Triad Advisors LLC · CRD 25803 |
| Matthew Bradley Brozik | 5963665 | Triad Advisors LLC · CRD 25803 |
| Elizabeth Learned Friant | 2122446 | Wealthforge Securities, LLC · CRD 152550 |
| David P. Dahill | 6581024 | Wealthforge Securities, LLC · CRD 152550 |
| Jason Andrew Salmon | 6081963 | Wealthforge Securities, LLC · CRD 152550 |
| Randy Alan Barmache | 4607939 | Westpark Capital, Inc. · CRD 39914 |
Source: Form D, filed Jun 5, 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.
| Name | Reported role |
|---|---|
| Belden Brown | Executive |
| Thomas B. Jahncke | Executive |
| Passco Companies, Llc Passco Companies, Llc | Promoter |
| Passco Fritz Farm Depositor, Llc Passco Fritz Farm Depositor, Llc | Promoter |
| Passco Fritz Farm Manager, Llc Passco Fritz Farm Manager, 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
Irvine, CA, 92614