Form D · Residential
Passco Sawgrass DST
Irvine, CA · CIK 0001928220
Offering snapshot reported Sep 15, 2022 · SEC filing
- Reported sold
- Yet to sell Offering amount: $59.8M
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Yet to occur 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 15, 2022 | Amendment | Yet to sell | No comparison | 3 | SEC filing |
| Jul 1, 2022 | Initial | Yet to sell | No comparison | 3 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $5.23M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-450918
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Passco Capital, Inc. | 117323 | |
| Berthel Fisher & Company Financial Services, Inc. | 13609 | |
| Cabot Lodge Securities LLC | 159712 | |
| Whitehall-Parker Securities, Inc. | 10608 | |
| Centaurus Financial, Inc. | 30833 | |
| Colorado Financial Service Corporation | 104343 | |
| Concorde Investment Services, LLC | 151604 | |
| Courtlandt Securities Corporation | 137356 | |
| Crown Capital Securities, LP | 6312 | |
| DFPG Investments, Inc. | 155576 | |
| Emerson Equity LLC | 130032 | |
| Great Point Capital LLC | 114203 | |
| Huntwicke Securities, LLC | 146993 | |
| JRL Capital Corporation | 10225 | |
| Kalos Capital, Inc. | 44337 | |
| Lewis Financial Group, L.C. | 36673 | |
| Lightpath Capital, Inc. | 34617 | |
| McDermott Investment Services, LLC | 154926 | |
| National Securities Corporation | 7569 | |
| Titan Securities | 131392 | |
| RCX Capital Group, LLC | 114290 | |
| Wealthforge Securities, LLC | 152550 | |
| Somerset Securities, Inc. | 2493 | |
| Triad Advisors LLC | 25803 |
Source: Form D, filed Sep 15, 2022. 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 Sawgrass Depositor, Llc Passco Sawgrass Depositor, Llc | Promoter |
| Passco Sawgrass Manager, Llc Passco Sawgrass 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