Form D · Residential

Passco Grand Oaks DST

Irvine, CA · CIK 0001785627

Offering snapshot reported Mar 19, 2020 · SEC filing

Reported sold
$29.5M
Offering amount: $29.5M
Investors reported
75
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Aug 16, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 75

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 19, 2020Amendment$29,525,000No comparison75SEC filing
Aug 16, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.58M (estimated)
Finders' fees
$0
Form D file number
021-346823

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Passco Capital, Inc.117323
Ronald David Birnbaum2382580Advisory Group Equity Services Ltd. · CRD 15427
Derek James Elrod4793202APW Capital, Inc. · CRD 43814
Roger William Bowlin1905652Concorde Investment Services, LLC · CRD 151604
Barry William LeMay306332Concorde Investment Services, LLC · CRD 151604
Roy Vincent Pfleger II5896655Concorde Investment Services, LLC · CRD 151604
Daniel Philip Raupp4079107Concorde Investment Services, LLC · CRD 151604
Eric Stuart Scaff5281210Concorde Investment Services, LLC · CRD 151604
Stacey Jim Morimoto4420782Stax Capital · CRD 300607
Christina Suzanne Nielson4866971Primex · CRD 29394
Matthew D. Poole5074516DFPG Investments, LLC · CRD 155576
Scott Sheehan2328614DFPG Investments, LLC · CRD 155576
Michael Allan Bendix5379777DFPG Investments, LLC · CRD 155576
Christopher Thomas Miller4044818Emerson Equity LLC · CRD 130032
Matthew Scott Merwin1142898FMN Capital Corporation · CRD 38105
Tyrone Hagen Wynfield1341666Hagen Securities, Inc. · CRD 27353
Peter Alexander Finnegan1336798Huntwicke Securities, LLC · CRD 146993
Kelly H. Clyde4825839Independent Financial Group, LLC · CRD 7717
Leslie Margaret Pappas1735372Lightpath Capital, Inc. · CRD 34617
Frank Piscitelli6935623Lightpath Capital, Inc. · CRD 34617
Corbin Scott Thomas4234748McDermott Investment Services, LLC · CRD 154926
Christopher Michael Vizzi5095868Independent Financial Group, LLC · CRD 7717
Larry Jerome Steckler2621508Independent Financial Group, LLC · CRD 7717
Robert Alan Horning2311640McDermott Investment Services, LLC · CRD 154926
Eric Arthur Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
Scott David Offerman4619093Nextrend Securities, Inc. · CRD 43710
Thomas Burgess Hamlin2208505Somerset Securities, Inc. · CRD 2493
Thomas Book Jahncke1078444Titan Securities · CRD 131392
Michelle N. Vizzi4780371Independent Financial Group, LLC · CRD 7717
Alan Lee Shorr1040305Independent Financial Group, LLC · CRD 7717
Paul Getty6470002Lightpath Capital, Inc. · CRD 34617
Jean-Louis Guinchard1983431RCX Capital Group, LLC · CRD 114290
Anthony Brown6900485Stax Capital · CRD 300607
James Lamont2846228Whitehall-Parker Securities, Inc. · CRD 10608

Source: Form D, filed Mar 19, 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 Companies, Llc Passco Companies, Llc Promoter
Passco Grand Oaks Depositor, Llc Passco Grand Oaks Depositor, Llc Promoter
Passco Grand Oaks Manager, Llc Passco Grand Oaks 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