Form D · Residential
Passco Park 35 DST
Irvine, CA · CIK 0001793024
Offering snapshot reported Jul 27, 2020 · SEC filing
- Reported sold
- $39.4M Offering amount: $39.4M
- Investors reported
- 96 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 → 96
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 27, 2020 | Amendment | $39,425,000 | No comparison | 96 | SEC filing |
| Nov 5, 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
- $3.45M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-352571
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Passco Capital, Inc. | 117323 | |
| Norman Dwight Loofbourrow | 1310725 | American Investors Company · CRD 38 |
| Joseph Allen Nugent | 4019776 | Arkadios Capital · CRD 282710 |
| Jim Lund | 1713921 | Cabot Lodge Securities LLC · CRD 159712 |
| Joseph Rowell Fraser | 6975700 | Colorado Financial Service Corporation · CRD 104343 |
| Eric James Bell | 7015161 | Colorado Financial Service Corporation · CRD 104343 |
| Gordon Thomas Hamilton | 5028789 | Colorado Financial Service Corporation · CRD 104343 |
| Norma J. Nisbet | 5590290 | Colorado Financial Service Corporation · CRD 104343 |
| Ryan David Finch | 6379871 | Colorado Financial Service Corporation · CRD 104343 |
| Concorde Investment Services, LLC | 151604 | |
| Justin Charles Lowy | 5935993 | Crown Capital Securities, L.P. · CRD 6312 |
| Ken Kladouris | 5181249 | Crown Capital Securities, L.P. · CRD 6312 |
| Christina Suzanne Nielson | 4866971 | DAI Securities, LLC · CRD 36673 |
| Nathaniel Michael Kuhn | 4624143 | DAI Securities, LLC · CRD 36673 |
| Benjamin Thomas Newhouse | 3105894 | DFPG Investments, LLC · CRD 155576 |
| Jason L. McMurtry | 2871788 | DFPG Investments, LLC · CRD 155576 |
| Michael David Franklin | 5390262 | DFPG Investments, LLC · CRD 155576 |
| Michael Allan Bendix | 5379777 | DFPG Investments, LLC · CRD 155576 |
| Scott Sheehan | 2328614 | DFPG Investments, LLC · CRD 155576 |
| Zack Steven Brough | 5674690 | Emerson Equity LLC · CRD 130032 |
| Jordan Lamarr Gibbs | 5567629 | Financial Goal Securities, Inc. · CRD 19066 |
| Peter Alexander Finnegan | 1336798 | Huntwicke Securities, LLC · CRD 146993 |
| Christopher Michael Vizzi | 5095868 | Independent Financial Group, LLC · CRD 7717 |
| David Richard Koehler | 4832628 | Independent Financial Group, LLC · CRD 7717 |
| Kelly H. Clyde | 4825839 | Independent Financial Group, LLC · CRD 7717 |
| Kevin Michael Barrett | 3216935 | Independent Financial Group, LLC · CRD 7717 |
| Ann T. Meyers | 3269422 | JRL Capital Corporation · CRD 10225 |
| Curtis Jerome Sathre III | 2459115 | JRL Capital Corporation · CRD 10225 |
| David Harris Freedman | 4765269 | McDermott Investment Services, LLC · CRD 154926 |
| Eric Arthur Bicknese | 2829451 | Nationwide Planning Associates Inc. · CRD 31029 |
| William LaPiana | 4580411 | Newbridge Securities Corporation · CRD 104065 |
| Kyle George Corgan | 4417800 | Newbridge Securities Corporation · CRD 104065 |
| Robert M. Pecha | 5579770 | Primex · CRD 29394 |
| Mark Alexander Taylor | 1233017 | Securities America, Inc. · CRD 10205 |
| Steven Araneo | 2525686 | Securities America, Inc. · CRD 10205 |
| Anthony Brown | 6900485 | Stax Capital · CRD 300607 |
| Stacey Jim Morimoto | 4420782 | Stax Capital · CRD 300607 |
| Jeffrey Beaman Noblin | 2894300 | Third Seven Capital LLC · CRD 160209 |
| David P. Dahill | 6581024 | Thornhill Securities, Inc. · CRD 22333 |
| Don Wells | 1217316 | Titan Securities · CRD 131392 |
| Thomas Book Jahncke | 1078444 | Titan Securities · CRD 131392 |
| George Roger Duff | 2768560 | Triad Advisors LLC · CRD 25803 |
| Neil Eric Elmouchi | 200624 | Triad Advisors LLC · CRD 25803 |
| Steven Parker Lichtblau | 1384239 | Triad Advisors LLC · CRD 25803 |
| Betty L. Friant | 2122446 | Wealthforge Securities, LLC · CRD 152550 |
| Chay Thomas Lapin | 6275140 | Wealthforge Securities, LLC · CRD 152550 |
| Trawnegan Gall | 6266415 | Wealthforge Securities, LLC · CRD 152550 |
| Timothy Keith Kulhanek | 5696299 | World Equity Group, Inc. · CRD 29087 |
Source: Form D, filed Jul 27, 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 Park 35 Depositor, Llc Passco Park 35 Depositor, Llc | Promoter |
| Passco Park 35 Manager, Llc Passco Park 35 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