Form D · Residential
Passco Mellody Farm DST
Irvine, CA · CIK 0001800728
Offering snapshot reported Sep 14, 2020 · SEC filing
- Reported sold
- $41.4M Offering amount: $41.4M
- Investors reported
- 139 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Jan 15, 2020 As reported in this filing
Fundraising history
Reported soldDates 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$500,255 → $41,425,000
- Reported investors3 → 139
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 14, 2020 | Amendment | $41,425,000 | $40,924,745vs Jan 22, 2020 | 139 | SEC filing |
| Jan 22, 2020 | Initial | $500,255 | No comparison | 3 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $3.62M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-358637
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| William Olaf Passo | 1577661 | Passco Capital, Inc. · CRD 117323 |
| Adriana Angela Olsen | 4669125 | Passco Capital, Inc. · CRD 117323 |
| Ronald David Birnbaum | 2382580 | Advisory Group Equity Services Ltd. · CRD 15427 |
| Frederick E. Hubler, Jr. | 4401049 | Arkadios Capital · CRD 282710 |
| Brian Thomas Lombardo | 5606589 | Cambridge Investment Research, Inc. · CRD 39543 |
| Christina Lindsey Orta | 3278327 | Cambridge Investment Research, Inc. · CRD 39543 |
| John Cunningham Lindsey | 2809808 | Cambridge Investment Research, Inc. · CRD 39543 |
| Joseph Rowell Fraser | 6975700 | Colorado Financial Service Corporation · CRD 104343 |
| Brad Watt | 2565438 | Colorado Financial Service Corporation · CRD 104343 |
| Concorde Investment Services, LLC | 151604 | |
| Michael Lawrence Cruz | 2130750 | Courtlandt Securities Corporation · CRD 137356 |
| DAI Securities, LLC | 36673 | |
| DFPG Investments, LLC | 155576 | |
| Marilee Ann Hill | 2768544 | Emerson Equity LLC · CRD 130032 |
| Stephen Philip Mark | 2518425 | Emerson Equity LLC · CRD 130032 |
| Zack Steven Brough | 5674690 | Emerson Equity LLC · CRD 130032 |
| Bryan Stuart Kocen | 2119036 | Financial Goal Securities, Inc. · CRD 19066 |
| Jeffrey MacDonald Holt | 1334807 | FMN Capital Corporation · CRD 38105 |
| Peter Alexander Finnegan | 1336798 | Huntwicke Securities, LLC · CRD 146993 |
| Independent Financial Group, LLC | 7717 | |
| Giovanni Migliaccio | 2710482 | Investacorp, Inc. · CRD 7684 |
| Kevin Patrick Fitzgerald | 1754938 | Investacorp, Inc. · CRD 7684 |
| Gregory Scott Teal | 4768591 | Invicta Capital LLC · CRD 288101 |
| Larry Richard Law | 1273118 | JRL Capital Corporation · CRD 10225 |
| Donald Samuel Meredith | 1867703 | Lightpath Capital, Inc. · CRD 34617 |
| Frank Piscitelli | 6935623 | Lightpath Capital, Inc. · CRD 34617 |
| Leslie Margaret Pappas | 1735372 | Lightpath Capital, Inc. · CRD 34617 |
| Paul Getty | 6470002 | Lightpath Capital, Inc. · CRD 34617 |
| Robert Alan Horning | 2311640 | McDermott Investment Services, LLC · CRD 154926 |
| David Harris Freedman | 4765269 | McDermott Investment Services, LLC · CRD 154926 |
| Adam Jack Bryan | 5443986 | McDermott Investment Services, LLC · CRD 154926 |
| Eric Arthur Bicknese | 2829451 | Nationwide Planning Associates Inc. · CRD 31029 |
| Kyle George Corgan | 4417800 | Newbridge Securities Corporation · CRD 104065 |
| Sonya Lee Gotz | 4007918 | Nextrend Securities, Inc. · CRD 43710 |
| Catherine Nadine King | 4804484 | Oak Tree Securities, Inc. · CRD 18126 |
| Robert Raymond Butts | 2684500 | SCF Securities, Inc. · CRD 47275 |
| Kyle James DePasquale | 5742585 | Sentinus-Halo Securities, LLC · CRD 279029 |
| Anthony Brown | 6900485 | Stax Capital · CRD 300607 |
| Stacey Jim Morimoto | 4420782 | Stax Capital · CRD 300607 |
| Terry Donald Deever | 4215379 | TCFG Wealth Management, LLC · CRD 164153 |
| David P. Dahill | 6581024 | Thornhill Securities, Inc. · CRD 22333 |
| Thomas Book Jahncke | 1078444 | Titan Securities · CRD 131392 |
| Neil Eric Elmouchi | 200624 | Triad Advisors LLC · CRD 25803 |
| Betty L. Friant | 2122446 | Wealthforge Securites, LLC · CRD 152550 |
| Chay Thomas Lapin | 6275140 | Wealthforge Securites, LLC · CRD 152550 |
| John P. Harvey, Jr. | 4227692 | Wealthforge Securities, LLC · CRD 152550 |
| Stephen Paul Haskell | 6864948 | Wealthforge Securities, LLC · CRD 152550 |
| Robert J. Loo | 1303331 | Whitehall-Parker Securities, Inc. · CRD 10608 |
Source: Form D, filed Sep 14, 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 Mellody Farm Depositor, Llc Passco Mellody Farm Depositor, Llc | Promoter |
| Passco Mellody Farm Manager, Llc Passco Mellody 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