Form D · Commercial
Passco River Oaks Self Storage DST
Irvine, CA · CIK 0001738933
Offering snapshot reported May 19, 2020 · SEC filing
- Reported sold
- $10.4M Offering amount: $10.4M
- Investors reported
- 54 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Apr 27, 2018 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 54
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 19, 2020 | Amendment | $10,410,000 | No comparison | 54 | SEC filing |
| Apr 27, 2018 | 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
- $911K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-311225
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Passco Capital, Inc. | 117323 | |
| L. Patrick Furlong | 6642597 | Concorde Investment Services, LLC · CRD 151604 |
| Michael Lawrence Cruz | 2130750 | Courtlandt Securities Corporation · CRD 137356 |
| John Stephen Weiss | 1097536 | Crown Capital Securities, L.P. · CRD 6312 |
| Ronald Joseph Pompei Jr. | 1439110 | Crown Capital Securities, L.P. · CRD 6312 |
| JR Broadbent | 3132498 | DFPG Investments, LLC · CRD 155576 |
| Michael Allan Bendix | 5379777 | DFPG Investments, LLC · CRD 155576 |
| Scott Sheehan | 2328614 | DFPG Investments, LLC · CRD 155576 |
| Taylor Ashland | 5732470 | DFPG Investments, LLC · CRD 155576 |
| Donavan Thomas Kelly | 2622366 | Independent Financial Group, LLC · CRD 7717 |
| Jack Thomas | 2773136 | Independent Financial Group, LLC · CRD 7717 |
| Curtis Jerome Sathre III | 2459115 | JRL Capital Corporation · CRD 10225 |
| Joseph Gerard Michaletz | 1327534 | Lewis Financial Group, L.C. · CRD 36673 |
| Thomas Craighead Lewis | 1852386 | Lewis Financial Group, L.C. · CRD 36673 |
| Adam Jack Bryan | 5443986 | McDermott Investment Services, LLC · CRD 154926 |
| Robert Alan Horning | 2311640 | McDermott Investment Services, LLC · CRD 154926 |
| Troy Thomas | 4691720 | McDermott Investment Services, LLC · CRD 154926 |
| Christina Suzanne Nielson | 4866971 | Primex · CRD 29394 |
| Christopher K. Moss | 2209534 | RCX Capital Group, LLC · CRD 114290 |
| Peter Chernin | 6787497 | Sandlapper Securities, LLC · CRD 137906 |
| Scott Offerman | 4619093 | Sandlapper Securities, LLC · CRD 137906 |
| John Leighton Mitchell | 336967 | Titan Securities · CRD 131392 |
| James Dale Warring | 3198200 | Triad Advisors LLC · CRD 25803 |
| James Anthony Parry | 1877092 | Triad Advisors LLC · CRD 25803 |
| Lee Alan Duckworth | 2097591 | Triad Advisors LLC · CRD 25803 |
Source: Form D, filed May 19, 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 River Oaks Self Storage Depositor, Llc Passco River Oaks Self Storage Depositor, Llc | Promoter |
| Passco River Oaks Self Storage Manager, Llc Passco River Oaks Self Storage Manager, Llc | Promoter |
| William O. Passo | Executive |
| Larry K. Sullivan | Executive |
Issuer details
Industry: Commercial (See others in industry)
Address:
2050 Main Street, Suite 650
Irvine, CA, 92614
Irvine, CA, 92614