Form D · Residential
PASSCO LONE OAK DST
Irvine, CA · CIK 0001650532
Offering snapshot reported Sep 10, 2015 · SEC filing
- Reported sold
- $0 Offering amount: $20.5M
- Investors reported
- 16 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Aug 27, 2015 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 16
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 10, 2015 | Amendment | $0 | No comparison | 16 | SEC filing |
| Aug 19, 2015 | 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
- $1.74M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-246102
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| PASSCO CAPITAL, INC. | 117323 |
Source: Form D, filed Sep 10, 2015. 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 Lone Oak Depositor, Llc Passco Lone Oak Depositor, Llc | Promoter |
| Passco Lone Oak Manager, Llc Passco Lone Oak 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