Form D · Residential
Passco Nocatee DST
Irvine, CA · CIK 0001808912
Offering snapshot reported Oct 16, 2020 · SEC filing
- Reported sold
- $28.5M Offering amount: $28.5M
- Investors reported
- 83 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Apr 9, 2020 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 83
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Oct 16, 2020 | Amendment | $28,525,000 | No comparison | 83 | SEC filing |
| Apr 9, 2020 | 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
- $2.5M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-364676
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Passco Capital, Inc. | 117323 | |
| Jim Lund | 1713921 | Cabot Lodge Securities LLC · CRD 159712 |
| Concorde Investment Services, LLC | 151604 | |
| Jonathan R. Creighton | 1495897 | DAI Securities, LLC · CRD 36673 |
| Jack James Michaletz | 5773608 | DAI Securities, LLC · CRD 36673 |
| Joseph Gerard Michaletz | 1327534 | DAI Securities, LLC · CRD 36673 |
| Mike O'Toole | 6336251 | DAI Securities, LLC · CRD 36673 |
| Michael Allan Bendix | 5379777 | DFPG Investments, LLC · CRD 155576 |
| Scott Sheehan | 2328614 | DFPG Investments, LLC · CRD 155576 |
| Robert L. Boggess | 5007422 | Emerson Equity LLC · CRD 130032 |
| Christopher Thomas Miller | 4044818 | Emerson Equity LLC · CRD 130032 |
| Matthew Scott Merwin | 1142898 | FMN Capital Corporation · CRD 38105 |
| Jeffrey MacDonald Holt | 1334807 | FMN Capital Corporation · CRD 38105 |
| Peter Alexander Finnegan | 1336798 | Huntwicke Securities, LLC · CRD 146993 |
| Donovan Thomas Kelly | 2622366 | Independent Financial Group, LLC · CRD 7717 |
| John Eluwene McKeon | 5286647 | Independent Financial Group, LLC · CRD 7717 |
| Jonathan William Lennox | 3245851 | Independent Financial Group, LLC · CRD 7717 |
| Kelly H. Clyde | 4825839 | Independent Financial Group, LLC · CRD 7717 |
| Shao-Tsung Tseng | 5704440 | Independent Financial Group, LLC · CRD 7717 |
| George Martin Hjorth | 2209607 | Innovation Partners LLC · CRD 146344 |
| Ann T. Meyers | 3269422 | JRL Capital Corporation · CRD 10225 |
| Curtis Jerome Sathre III | 2459115 | JRL Capital Corporation · CRD 10225 |
| Don Meredith | 1867703 | Lightpath Capital, Inc. · CRD 34617 |
| Leslie Margaret Pappas | 1735372 | Lightpath Capital, Inc. · CRD 34617 |
| Paul M. Getty | 6470002 | Lightpath Capital, Inc. · CRD 34617 |
| Troy Thomas | 4691720 | McDermott Investment Services, LLC · CRD 154926 |
| Bob Horning | 2311640 | McDermott Investment Services, LLC · CRD 154926 |
| Scott Offerman | 4619093 | Nextrend Securities, Inc. · CRD 43710 |
| Catherine Nadine King | 4804484 | Oak Tree Securities, Inc. · CRD 18126 |
| April Diane Guinchard | 1729146 | RCX Capital Group, LLC · CRD 114290 |
| Jean-Louis Guinchard | 1983431 | RCX Capital Group, LLC · CRD 114290 |
| Paul Angelo Manese | 4642565 | RCX Capital Group, LLC · CRD 114290 |
| Anthony Brown | 6900485 | Stax Capital · CRD 300607 |
| Stacey Jim Morimoto | 4420782 | Stax Capital · CRD 300607 |
| Deetra Marie Tesla-Koch | 2567278 | TCFG Wealth Management, LLC · CRD 164153 |
| Sonya Lee Gotz | 4007918 | TCFG Wealth Management, LLC · CRD 164153 |
| Richard Goodwin | 2332035 | Titan Securities · CRD 131392 |
| Thomas Book Jahncke | 1078444 | Titan Securities · CRD 131392 |
| Chay Thomas Lapin | 6275140 | Wealthforge Securities, LLC · CRD 152550 |
Source: Form D, filed Oct 16, 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 Nocatee Depositor, Llc Passco Nocatee Depositor, Llc | Promoter |
| Passco Nocatee Manager, Llc Passco Nocatee 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