Form D · Residential

Passco Palm Desert LLC

Irvine, CA · CIK 0001770298

Offering snapshot reported May 13, 2020 · SEC filing

Reported sold
$25.8M
Offering amount: $25.8M
Investors reported
395
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Mar 18, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 13, 2020AmendmentYet to sellNo comparison395SEC filing
May 13, 2020Amendment$25,825,000No comparison395SEC filing
Mar 21, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.26M (estimated)
Finders' fees
$0
Form D file number
021-335418

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Passco Capital, Inc.117323
Clarence Yee474356American Investors Company · CRD 38
Dennis I. Weiss462338American Investors Company · CRD 38
Alan S. Berger702838Arkadios Capital · CRD 282710
Ronald York4308987Arkadios Capital · CRD 282710
Peter Roberts6982848Cabot Lodge Securities LLC · CRD 159712
Peter R. Dorn1089858Cape Securities Inc. · CRD 7072
Christopher Stewart3144075Centaurus Financial, Inc. · CRD 30833
Concorde Investment Services, LLC151604
John Stephen Weiss1097536Crown Capital Securities, L.P. · CRD 6312
Joseph Gerard Michaletz1327534DAI Securities, LLC · CRD 36673
Mike O'Toole6336251DAI Securities, LLC · CRD 36673
Christina Suzanne Nielson4866971DAI Securities, LLC · CRD 36673
Dan Holzer5779187Emerson Equity LLC · CRD 130032
Lawrence Benjamin Miller335166Emerson Equity LLC · CRD 130032
Rebecca Dawson1146385Emerson Equity LLC · CRD 130032
Ryan Jonathan Sherer5952617Emerson Equity LLC · CRD 130032
Timothy John Sherer833618Emerson Equity LLC · CRD 130032
Jordan Lamarr Gibbs5567629Financial Goal Securities, Inc. · CRD 19066
Peter Alexander Finnegan1336798Huntwicke Securities, LLC · CRD 146993
Curtis Jerome Sathre III2459115JRL Capital Corporation · CRD 10225
Bradley Lawrence Curtis5422029JRL Capital Corporation · CRD 10225
Dinesh C. Gupta6469999Lightpath Capital, Inc. · CRD 34617
Frank Piscitelli6935623Lightpath Capital, Inc. · CRD 34617
Paul Getty6470002Lightpath Capital, Inc. · CRD 34617
Marilee Ann Hill2768544Primex · CRD 29394
Thomas Burgess Hamlin2208505Somerset Securities, Inc. · CRD 2493
Stacey Jim Morimoto4420782Stax Capital · CRD 300607
Jason S. Finley6602034Stax Capital · CRD 300607
Titan Securities131392
Chay Thomas Lapin6275140Wealthforge Securities, LLC · CRD 152550
David Andrew Kangas6591398Wealthforge Securities, LLC · CRD 152550

Source: Form D, filed May 13, 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
Scott Allen Executive
Belden Brown Executive
Alan Clifton Executive
Thomas B. Jahncke Executive
Passco Companies Development, Llc Passco Companies Development, Llc Promoter
William O. Passo Executive

Issuer details

Industry: Residential (See others in industry)

Address:
2050 Main Street, Suite 650
Irvine, CA, 92614