Form D · Residential

Passco Tribute DST

Irvine, CA · CIK 0001781031

Offering snapshot reported Mar 30, 2020 · SEC filing

Reported sold
$47.7M
Offering amount: $47.7M
Investors reported
134
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Jun 28, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$23.8M$47.7MJul 1, 2019: $575,250.00Jul 1, 2019Mar 30, 2020: $47,650,000.00Mar 30, 2020

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$575,250 → $47,650,000
  • Reported investors2 → 134

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 30, 2020Amendment$47,650,000$47,074,750vs Jul 1, 2019134SEC filing
Jul 1, 2019Initial$575,250No comparison2SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$4.17M (estimated)
Finders' fees
$0
Form D file number
021-343141

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Passco Capital, Inc.117323
Concorde Investment Services, LLC151604
DFPG Investments, LLC155576
Trawnegan Gall6266415Cabot Lodge Securities LLC · CRD 159712
John Paul Harvey4227692Cabot Lodge Securities LLC · CRD 159712
Scott Glenn Eichler5431034Centaurus Financial, Inc. · CRD 30833
Stacey Jim Morimoto4420782Stax Capital · CRD 300607
Michael Lawrence Cruz2130750Courtlandt Securities Corporation · CRD 137356
John Stephen Weiss1097536Crown Capital Securities, L.P. · CRD 6312
Bryan Stuart Kocen2119036Financial Goal Securities, Inc. · CRD 19066
Adam Jack Bryan5443986McDermott Investment Services, LLC · CRD 154926
James Michael Poindexter1867899McDermott Investment Services, LLC · CRD 154926
Troy Thomas4691720McDermott Investment Services, LLC · CRD 154926
Debra Jo Schleining2768752McDermott Investment Services, LLC · CRD 154926
Peter Alexander Finnegan1336798Huntwicke Securities, LLC · CRD 146993
Kelly H. Clyde4825839Independent Financial Group, LLC · CRD 7717
Leslie Margaret Pappas1735372Lightpath Capital, Inc. · CRD 34617
John Eluwene McKeon5286647Independent Financial Group, LLC · CRD 7717
John Kacheong Lee2948622Independent Financial Group, LLC · CRD 7717
Jack William Ellison2584997Independent Financial Group, LLC · CRD 7717
Bryan Paul Hopkins4489174Independent Financial Group, LLC · CRD 7717
Robert Alan Horning2311640McDermott Investment Services, LLC · CRD 154926
Eric Arthur Bicknese2829451Nationwide Planning Associates Inc. · CRD 31029
Sonya Lee Gotz4007918Nextrend Securities, Inc. · CRD 43710
Christina Suzanne Nielson4866971Primex · CRD 29394
Thomas Burgess Hamlin2208505Somerset Securities, Inc. · CRD 2493
Thomas Book Jahncke1078444Titan Securities · CRD 131392
Timothy Keith Kulhanek5696299Taylor Capital Management Inc. · CRD 43559
Betty L. Friant2122446Wealthforge Securities, LLC · CRD 152550
Paul Getty34617Lightpath Capital, Inc. · CRD 34617
Randy Alan Barmache4607939Westpark Capital, Inc. · CRD 39914
Anthony Brown6900485Stax Capital · CRD 300607
Terry Shea1654953Whitehall-Parker Securities, Inc · CRD 10608
Ronald David Birnbaum2382580Advisory Group Equity Services Ltd. · CRD 15427
Derek James Elrod4793202APW Capital, Inc. · CRD 43814
Chay Thomas Lapin6275140Wealthforge Securities, LLC · CRD 152550
David P. Dahill6581024Wealthforge Securities, LLC · CRD 152550
Jason Andrew Salmon6081963Wealthforge Securities, LLC · CRD 152550
Justin Charles Lowy5935993Crown Capital Securities, L.P. · CRD 6312
Susan Jane Gitt5580509Great Point Capital LLC · CRD 114203
James Thaddeus Walesa1061209Triad Advisors LLC · CRD 25803
George Roger Duff2768560Triad Advisors LLC · CRD 25803
James Dale Warring3198200Triad Advisors LLC · CRD 25803
Patrick Robert Conway1337831Investacorp, Inc. · CRD 7684
Peter Daniel Fisher1259923Investacorp, Inc. · CRD 7684
John George Chess4812430Investacorp, Inc. · CRD 7684
Joshua Daniel Slaybaugh4450485Primex · CRD 29394
Kimberly Jo Hart6470382Primex · CRD 29394
John Cunningham Lindsey2809808Securities America, Inc. · CRD 10205
Christina Lindsey Orta3278327Securities America, Inc. · CRD 10205
Mark Richard Swartz2311460Securities America, Inc. · CRD 10205
Aaron Steven Broz4685895Securities America, Inc. · CRD 10205
Monroe M. Diefendorf Jr805205Vanderbilt Securities, LLC · CRD 5953
Scott Michael Mahan2799792KMS Financial Services, Inc. · CRD 3866
Edward Pius Kasperavich4970038Stonecrest Capital Markets, Inc. · CRD 39616
Deborah Ann Stackpole4969850Stonecrest Capital Markets, Inc. · CRD 39616
Matthew J. Nielsen2762423Stonecrest Capital Markets, Inc. · CRD 39616
David Olsen4823650Madison Avenue Securities, LLC · CRD 23224

Source: Form D, filed Mar 30, 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 Tribute Depositor, Llc Passco Tribute Depositor, Llc Promoter
Passco Tribute Manager, Llc Passco Tribute 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