Form D · Residential
Passco Lakeview Villas DST
Irvine, CA · CIK 0001793169
Offering snapshot reported Sep 3, 2020 · SEC filing
- Reported sold
- $23.8M Offering amount: $23.8M
- Investors reported
- 63 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Nov 14, 2019 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 63
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 3, 2020 | Amendment | $23,825,000 | No comparison | 63 | SEC filing |
| Nov 8, 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
- $2.08M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-352973
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| William Olaf Passo | 1577661 | Passco Capital, Inc. · CRD 117323 |
| Derek James Elrod | 4793202 | APW Capital, Inc. · CRD 43814 |
| Anthony Nori | 1238551 | Centaurus Financial, Inc. · CRD 30833 |
| Bradford Lee Watt | 2565438 | Colorado Financial Service Corporation · CRD 104343 |
| Concorde Investment Services, LLC | 151604 | |
| Justin Charles Lowy | 5935993 | Crown Capital Securities, L.P. · CRD 6312 |
| Jason L. McMurtry | 2871788 | DFPG Investments, LLC · CRD 155576 |
| Michael Anthony Dellisant | 2508165 | DFPG Investments, LLC · CRD 155576 |
| Russell Boyd Butler | 4819397 | DFPG Investments, LLC · CRD 155576 |
| Scott Sheehan | 2328614 | DFPG Investments, LLC · CRD 155576 |
| Jordan Lamarr Gibbs | 5567629 | Financial Goal Securities, Inc. · CRD 19066 |
| Peter Chernin | 6787497 | Great Point Capital LLC · CRD 114203 |
| Susan Jane Gitt | 5580509 | Great Point Capital LLC · CRD 114203 |
| Peter Alexander Finnegan | 1336798 | Huntwicke Securities, LLC · CRD 146993 |
| Christopher Michael Vizzi | 5095868 | Independent Financial Group, LLC · CRD 7717 |
| Donovan Thomas Kelly | 2622366 | Independent Financial Group, LLC · CRD 7717 |
| John Eluwene McKeon | 5286647 | Independent Financial Group, LLC · CRD 7717 |
| Joshua Koehnen | 4551444 | Independent Financial Group, LLC · CRD 7717 |
| Richard Scott Johnson | 260104 | Independent Financial Group, LLC · CRD 7717 |
| Frank Piscitelli | 6935623 | Lightpath Capital, Inc. · CRD 34617 |
| William Hugh Black | 709696 | Lion Street Financial, LLC · CRD 165828 |
| Adam Jack Bryan | 5443986 | McDermott Investment Services, LLC · CRD 154926 |
| David Harris Freedman | 4765269 | McDermott Investment Services, LLC · CRD 154926 |
| Robert Alan Horning | 2311640 | McDermott Investment Services, LLC · CRD 154926 |
| Troy Thomas | 4691720 | McDermott Investment Services, LLC · CRD 154926 |
| Jessica Healy | 6589558 | Metropolitan Capital Investment Banc, Inc. · CRD 148820 |
| Eric Arthur Bicknese | 2829451 | Nationwide Planning Associates Inc. · CRD 31029 |
| Adam Young | 6640146 | Nationwide Planning Associate Inc. · CRD 31029 |
| Jason Scott Walter | 6848536 | RCX Capital Group, LLC · CRD 114290 |
| Jean-Louis Guinchard | 114290 | RCX Capital Group, LLC · CRD 114290 |
| John Cunningham Lindsey | 2809808 | Securities America, Inc. · CRD 10205 |
| David P. Dahill | 6581024 | Thornhill Securities, Inc. · CRD 22333 |
| Richard Goodwin | 2332035 | Titan Securities · CRD 131392 |
| Thomas Book Jahncke | 1078444 | Titan Securities · CRD 131392 |
| Chay Thomas Lapin | 6275140 | Wealthforge Securities, LLC · CRD 152550 |
| Jason Andrew Salmon | 6081963 | Wealthforge Securities, LLC · CRD 152550 |
Source: Form D, filed Sep 3, 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 Lakeview Villas Depositor, Llc Passco Lakeview Villas Depositor, Llc | Promoter |
| Passco Lakeview Villas Manager, Llc Passco Lakeview Villas 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