Form D · Residential

Passco Preserve DST

Irvine, CA · CIK 0001829203

Offering snapshot reported Feb 24, 2021 · SEC filing

Reported sold
$30.4M
Offering amount: $30.4M
Investors reported
91
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Oct 28, 2020
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 91

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 24, 2021Amendment$30,375,000No comparison91SEC filing
Oct 23, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.66M (estimated)
Finders' fees
$0
Form D file number
021-378756

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
William Olaf Passo1577661Passco Capital, Inc. · CRD 117323
Norman Dwight Loofbourrow1310725American Investors Company · CRD 38
Kirk Dudley Dobson4049865Ameritas Investment Company, LLC · CRD 14869
Christopher Alan Riel6222615Ameritas Investment Company, LLC · CRD 14869
Anthony Nori1238551Centaurus Financial, Inc. · CRD 30833
Mark Joseph Menne5878556Centaurus Financial, Inc. · CRD 30833
Surya Joshua Kane Metzler4558292Centaurus Financial, Inc. · CRD 30833
Concorde Investment Services, LLC151604
Christina Suzanne Nielson4866971DAI Securities, LLC · CRD 36673
Joseph William Kantakevich5624294DAI Securities, LLC · CRD 36673
Nathaniel Michael Kuhn4624143DAI Securities, LLC · CRD 36673
Michael Allan Bendix5379777DFPG Investments, LLC · CRD 155576
Scott Sheehan2328614DFPG Investments, LLC · CRD 155576
Thomas Haneman Shanley2127985DFPG Investments, LLC · CRD 155576
Jeffrey MacDonald Holt1334807FMN Capital Corporation · CRD 38105
Joyce An Thomas2713664Independent Financial Group, LLC · CRD 7717
Kelly H. Clyde4825839Independent Financial Group, LLC · CRD 7717
Wenjinn James Chang4536266Independent Financial Group, LLC · CRD 7717
George Martin Hjorth2209607Innovation Partners LLC · CRD 146344
Curtis Jerome Sathre III2459115JRL Capital Corporation · CRD 10225
Robert Alan Horning2311640McDermott Investment Services, LLC · CRD 154926
Eric Arthur Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
Michael Gregory Stafford2108900Nationwide Planning Associates Inc. · CRD 31029
Athan Antonopoulos4946791Oak Tree Securities, Inc. · CRD 18126
Scott Neal Glazer1236789Precision Securities, LLC · CRD 103976
April Diane Guinchard1729146RCX Capital Group, LLC · CRD 114290
Jean Louis Guinchard1983431RCX Capital Group, LLC · CRD 114290
Paul M. Grumann4281475RCX Capital Group, LLC · CRD 114290
Scott Offerman4619093TCFG Wealth Management, LLC · CRD 164153
Thomas Book Jahncke1078444Titan Securities · CRD 131392
Trawnegan Gall6266415Wealthforge Securities, LLC · CRD 152550
Tomas Juhan Velken1600404Whitehall-Parker Securities, Inc. · CRD 10608
Rick Chess1127716Crescent Securities Group, Inc. · CRD 114993

Source: Form D, filed Feb 24, 2021. 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
Belden Brown Executive
Thomas B. Jahncke Executive
Passco Companies, Llc Passco Companies, Llc Promoter
Passco Preserve Depositor, Llc Passco Preserve Depositor, Llc Promoter
Passco Preserve Manager, Llc Passco Preserve 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