Form D · Residential

Passco Sea Glass DST

Irvine, CA · CIK 0001756659

Offering snapshot reported Oct 9, 2020 · SEC filing

Reported sold
$30.6M
Offering amount: $30.6M
Investors reported
73
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Dec 18, 2018
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 73

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 9, 2020Amendment$30,600,000No comparison73SEC filing
Dec 13, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$2.68M (estimated)
Finders' fees
$0
Form D file number
021-327794

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Passco Capital, Inc.117323
Kyle T. Kadish4864706Advisory Group Equity Services Ltd. · CRD 15427
Derek James Elrod4793202APW Capital, Inc. · CRD 43814
Carol Butler1178157Centaurus Financial, Inc. · CRD 30833
Concorde Investment Services, LLC151604
Patricia A. Schuler1759336Crown Capital Securities, L.P. · CRD 6312
Neil George McAuliffe1787693Crown Capital Securities, L.P. · CRD 6312
Jason L. McMurtry2871788DFPG Investments, LLC · CRD 155576
John Terrell Lady2045202DFPG Investments, LLC · CRD 155576
Scott Sheehan2328614DFPG Investments, LLC · CRD 155576
Jordan Lamarr Gibbs5567629Financial Goal Securities, Inc. · CRD 19066
Peter Alexander Finnegan1336798Huntwicke Securities, LLC · CRD 146993
Christopher Michael Vizzi5095868Independent Financial Group, LLC · CRD 7717
Jacob S. Tujian4605467Independent Financial Group, LLC · CRD 7717
Jason Riichi Segawa4826346Independent Financial Group, LLC · CRD 7717
Patrick Joseph Lynch III1632895Investacorp, Inc. · CRD 7684
Steve James Markey2591317Investacorp, Inc. · CRD 7684
Joseph Gerard Michaletz1327534Lewis Financial Group, L.C. · CRD 36673
Thomas Craighead Lewis, III1852386Lewis Financial Group, L.C. · CRD 36673
Leslie Margaret Pappas1735372Lightpath Capital, Inc. · CRD 34617
Frank Piscitelli6935623Lightpath Capital, Inc. · CRD 34617
Don Meredith1867703Lightpath Capital, Inc. · CRD 34617
Cory Scott Thomas4234748McDermott Investment Services, LLC · CRD 154926
Robert Alan Horning2311640McDermott Investment Services, LLC · CRD 154926
Troy Thomas4691720McDermott Investment Services, LLC · CRD 154926
Eric Arthur Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
Thomas Joseph Casolaro1812805Newbridge Securities Corporation · CRD 104065
William Lapiana4580411Newbridge Securities Corporation · CRD 104065
Scott Offerman4619093Nextrend Securities, Inc. · CRD 43710
Sonya Lee Gotz4007918Nextrend Securities, Inc. · CRD 43710
Christina Suzanne Nielson4866971Primex · CRD 29394
Jason Leon Steele2674860Prospera Financial Services, Inc. · CRD 10740
Jean-Louis Guinchard1983431RCX Capital Group, LLC · CRD 114290
Jason Andrew Salmon6081963Wealthforge Securities, LLC · CRD 152550
Betty L. Friant2122446Wealthforge Securities, LLC · CRD 152550
Terry Shea1654953Whitehall-Parker Securities, Inc. · CRD 10608

Source: Form D, filed Oct 9, 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
Belden Brown Executive
Thomas B. Jahncke Executive
Passco Companies, Llc Passco Companies, Llc Promoter
Passco Sea Glass Depositor, Llc Passco Sea Glass Depositor, Llc Promoter
Passco Sea Glass Manager, Llc Passco Sea Glass 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