PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:25 AM ET

Sponsor Check › Sponsor group

P

Passco

One sponsor team, 108 deal companies · Irvine, CA

Grouped because: 9 shared people, 4 shared management entities, same business address (108 issuers), similar issuer names (11) (automatic match from the filings) · not the same sponsor?

108deal companies
$1.03Breported sold
4,226investors
157Form D filings
2009–2026active
4new, last 12 mo

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group May 28, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: Oct 23, 2026, 9:48 PM ET

The short version

Passco is a sponsor group of 108 issuers that PartnerFacts links to one sponsor (shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer names, shared management entity; automatic match from the filings), filing 157 Form D filings between Aug 2009 and May 2026.

What this means One team, 108 deal companies, about 17 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $1.03B to 4,226 investors (latest filing per issuer). Industries as reported: Residential (101), Commercial (4), Other Real Estate (2), REITS and Finance (1). Issuers are based in CA (108).

What this means $1.03B raised across the group, about $244K per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Thomas B. Jahncke (107 issuers, executive officer), Belden Brown (106 issuers, executive officer), William O. Passo (99 issuers, executive officer, director, and promoter), Larry K. Sullivan (98 issuers, executive officer), Passco Companies, LLC B. Passco Companies, LLC (63 issuers, promoter, entity) and 213 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 4 new offerings in the last 12 months; latest filing May 28, 2026.

What this means Busy — still raising money this year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 1 court case matching the name, 1 bankruptcy case matching the name, 2 property records listed in Key records below.

What this means 4 records came back, including 1 court case still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 157 public filings for Passco and found 5 differences: 7 offerings have no amendment in the last 12 months and may still be open; B. Passco Companies, LLC is written 2 different ways on the filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Passco has not run yet — it is joining a line of 15,684 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

1 case: 1 open

Aaliyah Thompson v. Passco Companies, LLC open
District Court, C.D. California · No. 8:26-cv-01607 · Filed Jun 22, 2026
Role of Aaliyah Thompson v. Passco Companies, LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (CA); sister entity "passco companies" is a party
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases + SEC administrative proceedings (sec.gov index, 1995-09-19 → 2026-10-23) — last checked Oct 23, 2026, 9:48 PM ET for 1 of 108 issuers.

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

Searched so far: 1 of 108 issuers in this group; 107 still to be searched. Results are added automatically.

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

PASSCO INC closed matched at sponsor-group level (Passco)
United States Bankruptcy Court, D. Puerto Rico · No. 15-01964 · Filed Mar 19, 2015 · Closed Sep 2, 2016
Role of PASSCO INC: Debtor · Outcome: Case closed 2016-09-02 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
exact company name; name has one distinctive word; court in PR (not the issuer's state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

5 differences found between the filings for Passco (compared the newest 50 of 157 filings on Oct 24, 2026; older filings not covered)

Note · Dec 15, 2020 – Nov 14, 2023

7 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — Passco One Riverwalk DST (latest filing Nov 14, 2023) · No amendment in the last 12 months on an offering that may still be open — Passco Jennings Mill DST (latest filing Oct 26, 2021) · No amendment in the last 12 months on an offering that may still be open — Passco Aventine DST (latest filing Oct 21, 2021) · No amendment in the last 12 months on an offering that may still be open — Passco Vecina DST (latest filing Sep 29, 2021) · No amendment in the last 12 months on an offering that may still be open — Passco Altis Promenade DST (latest filing Jul 8, 2021) · and 2 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Sources
Note · Jun 28, 2021 – Nov 5, 2021

B. Passco Companies, LLC is written 2 different ways on the filings

listed as "Passco Companies" on 4 filings (from Jun 28, 2021), and "Passco Companies, LLC" on 20 filings (from Nov 5, 2021).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Sources
Note · Aug 3, 2009 – May 28, 2026

Member companies were formed in 2 different states

Delaware (107), Maryland (1) — out of 108 member issuers. The odd ones out: Passco Apartment REIT, Inc. (Maryland).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 157 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

108 of 111 offerings report sales commissions totalling $370,075,553; 0 report finder's fees; 104 report proceeds to related persons totalling $620,791,967. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
May 28, 2026 D/A
Passco Toscana DST
File 021-576804
$5,921,100 (est.)$0$10,562,214 (est.)
Passco Toscana Depositor, LLC will be responsible for paying certain fees and costs of approximately $10,562,214.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
May 20, 2026 D
Passco Allure DST
File 021-584680
$4,480,988 (est.)$0$8,491,107 (est.)
Passco Allure Depositor, LLC will be responsible for paying certain fees and costs of approximately $8,491,107.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Mar 31, 2026 D/A
Passco Vero Beach DST
File 021-559363
$4,094,663 (est.)$0$7,850,345 (est.)
Passco Vero Beach Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,850,345
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Mar 4, 2026 D/A
Passco Prism DST
File 021-551032
$4,513,500 (est.)$0$8,762,055 (est.)
Passco Prism Depositor, LLC will be responsible for paying certain fees and costs of approximately $8,762,055
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jan 21, 2026 D
Passco Preston Ridge DST
File 021-570624
$3,392,775 (est.)$0$6,626,878 (est.)
Passco Preston Ridge Depositor, LLC will be responsible for paying certain fees and costs of approximately $6,626,878.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Dec 29, 2025 D
Passco Riverside DST
File 021-568203
$3,740,850 (est.)$0$7,487,462 (est.)
Passco Riverside Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,487,462.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Mar 19, 2025 D
PASSCO MERRIMACK DST
File 021-541411
$4,071,713 (est.)$0$7,883,679
Passco Merrimack Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,483,679.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jan 15, 2025 D
PASSCO ENCORE DST
File 021-535381
$3,716,563 (est.)$0$8,830,774 (est.)
Passco Encore Depositor, LLC will be responsible for paying certain fees and costs of approximately $6,322,024.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jan 13, 2025 D
PASSCO TURFWAY DST
File 021-534883
$4,438,438 (est.)$0$7,714,565
Passco Turfway Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,314,565.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jan 8, 2025 D
PASSCO TURFWAY DST
File 021-534620
$4,438,438 (est.)$0$7,714,565
Passco Turfway Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,314,565.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Sep 3, 2024 D
Passco Covington Ridge DST
File 021-522959
$3,629,063 (est.)$0$6,994,068 (est.)
Passco Covington Ridge Depositor, LLC will be responsible for paying certain fees and costs of approximately $6,619,068.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jun 26, 2024 D
Passco Chestnut Farm DST
File 021-516948
$3,384,063 (est.)$0$7,767,731 (est.)
Passco Chestnut Farm Depositor, LLC will be responsible for paying certain fees and costs of approximately $5,267,731.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Dec 7, 2023 D
Passco Cortona DST
File 021-499035
$3,637,813 (est.)$0$8,210,439 (est.)
Passco Cortona Depositor, LLC will be responsible for paying certain fees and costs of approximately $6,105,439.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Nov 14, 2023 D
Passco One Riverwalk DST
File 021-497114
$2,699,375 (est.)$0$10,102,311 (est.)
Passco One Riverwalk Depositor, LLC will be responsible for paying certain fees and costs of approximately $9,377,282.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Leslie Pappas BrokerCheck CRD 1735372 ↗
via LightPath Capital, Inc. (CRD 34617 ↗)

Corbin Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)
EDGAR ↗
Aug 2, 2023 D
Passco Springhouse DST
File 021-488533
$2,699,375 (est.)$0$4,807,792 (est.)
Passco Springhouse Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,507,792.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
May 2, 2023 D
Passco West Knoxville DST
File 021-480593
$2,782,500 (est.)$0$5,896,600 (est.)
Passco West Knoxville Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,235,350.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Dec 13, 2022 D
Passco Sea Sound DST
File 021-467266
$5,184,375 (est.)$0$8,223,454 (est.)
Passco Sea Sound Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,923,454.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Sep 16, 2022 D
Passco Riverhouse DST
File 021-459151
$2,738,750 (est.)$0$4,253,885 (est.)
Passco Riverhouse Depositor, LLC Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,888,885.
Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Triad Advisors, LLC BrokerCheck CRD 25803 ↗
Wealthforge Securities BrokerCheck CRD 152550 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
EDGAR ↗
Sep 15, 2022 D/A
Passco Sawgrass DST
File 021-450918
$5,230,313 (est.)$0$7,190,995 (est.)
Passco Sawgrass Depositor, LLC will be responsible for paying certain fees and costs of approximately $6,890,995.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Crown Capital Securities, LP BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Titan Securities BrokerCheck CRD 131392 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
EDGAR ↗
Sep 14, 2022 D/A
Passco Estelle DST
File 021-445910
$5,871,250 (est.)$0$8,101,235 (est.)
Passco Estelle Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,801,235.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Titan Securities BrokerCheck CRD 131392 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
EDGAR ↗
Sep 14, 2022 D/A
Passco Canal DST
File 021-445935
$8,194,375 (est.)$0$11,260,951 (est.)
Passco Canal 1535 Depositor, LLC will be responsible for paying certain fees and costs of approximately $10,835,049.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Crown Capital Securities, LP BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Titan Securities BrokerCheck CRD 131392 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
EDGAR ↗
Sep 14, 2022 D/A
Passco Cadence DST
File 021-453480
$5,915,000 (est.)$0$7,889,155 (est.)
Passco Cadence Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,589,155.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
EDGAR ↗
Aug 1, 2022 D
Passco Velo DST
File 021-454378
$4,475,625 (est.)$0$6,221,825 (est.)
Passco Velo Depositor, LLC will be responsible for paying certain fees and costs of approximately $5,921,825.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
CENTAURUS FINANCIAL, INC. BrokerCheck CRD 30833 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
CONCORDE INVESTMENT SERVICES, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
EDGAR ↗
Jan 28, 2022 D
Passco Northridge DST
File 021-431270
$2,972,813 (est.)$0$4,458,362 (est.)
Passco Northridge Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,158,362
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jan 21, 2022 D
PASSCO COMPANIES, LLC
File 021-430367
$0 (est.)$0 (est.)$0 (est.)
Approximately 86% of the proceeds will be distributed to affiliates of the executive officers described herein.
None listed on this filingEDGAR ↗
Dec 28, 2021 D
Passco Sweetwater DST
File 021-426938
$2,784,688 (est.)$0$4,291,529 (est.)
Passco Sweetwater Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,991,529.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Dec 28, 2021 D
Passco Woodland Lakes DST
File 021-426951
$3,701,250 (est.)$0$5,481,410 (est.)
Passco Woodland Lakes Depositor, LLC will be responsible for paying certain fees and costs of approximately $5,181,410.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Nov 5, 2021 D
Passco Long Farm DST
File 021-419991
$2,625,000 (est.)$0$4,160,462 (est.)
Passco Long Farm Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,860,462.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Oct 26, 2021 D
Passco Jennings Mill DST
File 021-418470
$4,394,688 (est.)$0$6,308,992 (est.)
Passco Jennings Mill Depositor, LLC will be responsible for paying certain fees and costs of approximately $6,008,992.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Oct 21, 2021 D
Passco Aventine DST
File 021-417852
$3,801,875 (est.)$0$6,496,368 (est.)
Passco Aventine Depositor, LLC will be responsible for paying certain fees and costs of approximately $6,196,368.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Sep 29, 2021 D
Passco Vecina DST
File 021-415005
$3,139,063 (est.)$0$4,732,306 (est.)
Passco Vecina Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,432,306.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Aug 2, 2021 D
Passco Braselton DST
File 021-408508
$3,296,563 (est.)$0$4,886,525 (est.)
Passco Braselton Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,801,525.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jul 20, 2021 D
Passco Collins DST
File 021-406914
$2,870,000 (est.)$0$4,257,980 (est.)
Passco Collins Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,127,980.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jul 8, 2021 D
Passco Altis Promenade DST
File 021-405596
$4,751,250 (est.)$0$7,547,146 (est.)
Passco Altis Promenade Depositor, LLC will be responsible for paying certain fees and costs of approximately $7,417,146.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jun 28, 2021 D
Passco Little Rock DST
File 021-404444
$2,985,938 (est.)$0$4,614,821 (est.)
Passco Little Rock Depositor, LLC will be responsible for paying certain fees and costs in the amount of $4,419,821.
Passco Capital Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Apr 12, 2021 D
Passco Chesterfield DST
File 021-395336
$5,024,688 (est.)$0$6,779,571 (est.)
Passco Chesterfield Depositor, LLC will be responsible for paying certain fees and costs of approximately $6,579,571.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Nextrend Securities, Inc. BrokerCheck CRD 43710 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
EDGAR ↗
Feb 24, 2021 D/A
Passco Preserve DST
File 021-378756
$2,657,813 (est.)$0$4,583,861 (est.)
Passco Preserve Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,368,861.
William Olaf Passo BrokerCheck CRD 1577661 ↗
via Passco Capital, Inc. (CRD 117323 ↗)

Norman Dwight Loofbourrow BrokerCheck CRD 1310725 ↗
via American Investors Company (CRD 38 ↗)

Kirk Dudley Dobson BrokerCheck CRD 4049865 ↗
via Ameritas Investment Company, LLC (CRD 14869 ↗)

Christopher Alan Riel BrokerCheck CRD 6222615 ↗
via Ameritas Investment Company, LLC (CRD 14869 ↗)

Anthony Nori BrokerCheck CRD 1238551 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Mark Joseph Menne BrokerCheck CRD 5878556 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Surya Joshua Kane Metzler BrokerCheck CRD 4558292 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Joseph William Kantakevich BrokerCheck CRD 5624294 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Nathaniel Michael Kuhn BrokerCheck CRD 4624143 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Michael Allan Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Thomas Haneman Shanley BrokerCheck CRD 2127985 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Jeffrey MacDonald Holt BrokerCheck CRD 1334807 ↗
via FMN Capital Corporation (CRD 38105 ↗)

Joyce An Thomas BrokerCheck CRD 2713664 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Kelly H. Clyde BrokerCheck CRD 4825839 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Wenjinn James Chang BrokerCheck CRD 4536266 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

George Martin Hjorth BrokerCheck CRD 2209607 ↗
via Innovation Partners LLC (CRD 146344 ↗)

Curtis Jerome Sathre III BrokerCheck CRD 2459115 ↗
via JRL Capital Corporation (CRD 10225 ↗)

Robert Alan Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Michael Gregory Stafford BrokerCheck CRD 2108900 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Athan Antonopoulos BrokerCheck CRD 4946791 ↗
via Oak Tree Securities, Inc. (CRD 18126 ↗)

Scott Neal Glazer BrokerCheck CRD 1236789 ↗
via Precision Securities, LLC (CRD 103976 ↗)

April Diane Guinchard BrokerCheck CRD 1729146 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Jean Louis Guinchard BrokerCheck CRD 1983431 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Paul M. Grumann BrokerCheck CRD 4281475 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Scott Offerman BrokerCheck CRD 4619093 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

Thomas Book Jahncke BrokerCheck CRD 1078444 ↗
via Titan Securities (CRD 131392 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Tomas Juhan Velken BrokerCheck CRD 1600404 ↗
via Whitehall-Parker Securities, Inc. (CRD 10608 ↗)

Rick Chess BrokerCheck CRD 1127716 ↗
via Crescent Securities Group, Inc. (CRD 114993 ↗)
EDGAR ↗
Feb 17, 2021 D
Passco Mill at New Holland DST
File 021-389714
$3,392,813 (est.)$0$6,747,657 (est.)
Passco Mill at New Holland Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,835,157.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Nextrend Securities, Inc. BrokerCheck CRD 43710 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
EDGAR ↗
Jan 26, 2021 D
Passco San Antonio DST
File 021-387269
$3,171,875 (est.)$0$4,991,172 (est.)
Passco San Antonio Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,656,172.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Nextrend Securities, Inc. BrokerCheck CRD 43710 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
EDGAR ↗
Dec 16, 2020 D
Passco Cypress Creek DST
File 021-383329
$3,279,063 (est.)$0$4,955,064 (est.)
Passco Cypress Creek Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,755,064.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Nextrend Securities, Inc. BrokerCheck CRD 43710 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
EDGAR ↗
Oct 16, 2020 D/A
Passco Nocatee DST
File 021-364676
$2,495,938 (est.)$0$4,121,163 (est.)
Passco Nocatee Depositor, LLC was responsible for paying certain fees and costs of approximately $3,821,163.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Jim Lund BrokerCheck CRD 1713921 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Jonathan R. Creighton BrokerCheck CRD 1495897 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Jack James Michaletz BrokerCheck CRD 5773608 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Michael Allan Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Robert L. Boggess BrokerCheck CRD 5007422 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Christopher Thomas Miller BrokerCheck CRD 4044818 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Matthew Scott Merwin BrokerCheck CRD 1142898 ↗
via FMN Capital Corporation (CRD 38105 ↗)

Jeffrey MacDonald Holt BrokerCheck CRD 1334807 ↗
via FMN Capital Corporation (CRD 38105 ↗)

Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Donovan Thomas Kelly BrokerCheck CRD 2622366 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

John Eluwene McKeon BrokerCheck CRD 5286647 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Jonathan William Lennox BrokerCheck CRD 3245851 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Kelly H. Clyde BrokerCheck CRD 4825839 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Shao-Tsung Tseng BrokerCheck CRD 5704440 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

George Martin Hjorth BrokerCheck CRD 2209607 ↗
via Innovation Partners LLC (CRD 146344 ↗)

Ann T. Meyers BrokerCheck CRD 3269422 ↗
via JRL Capital Corporation (CRD 10225 ↗)

Curtis Jerome Sathre III BrokerCheck CRD 2459115 ↗
via JRL Capital Corporation (CRD 10225 ↗)

Don Meredith BrokerCheck CRD 1867703 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Leslie Margaret Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Paul M. Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Bob Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Scott Offerman BrokerCheck CRD 4619093 ↗
via Nextrend Securities, Inc. (CRD 43710 ↗)

Catherine Nadine King BrokerCheck CRD 4804484 ↗
via Oak Tree Securities, Inc. (CRD 18126 ↗)

April Diane Guinchard BrokerCheck CRD 1729146 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Jean-Louis Guinchard BrokerCheck CRD 1983431 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Paul Angelo Manese BrokerCheck CRD 4642565 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Deetra Marie Tesla-Koch BrokerCheck CRD 2567278 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

Sonya Lee Gotz BrokerCheck CRD 4007918 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

Richard Goodwin BrokerCheck CRD 2332035 ↗
via Titan Securities (CRD 131392 ↗)

Thomas Book Jahncke BrokerCheck CRD 1078444 ↗
via Titan Securities (CRD 131392 ↗)

Chay Thomas Lapin BrokerCheck CRD 6275140 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Oct 9, 2020 D/A
Passco Sea Glass DST
File 021-327794
$2,677,500 (est.)$0$6,322,120 (est.)
Passco Sea Glass Depositor, LLC was responsible for paying certain fees and costs of approximately $4,179,720.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Kyle T. Kadish BrokerCheck CRD 4864706 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Derek James Elrod BrokerCheck CRD 4793202 ↗
via APW Capital, Inc. (CRD 43814 ↗)

Carol Butler BrokerCheck CRD 1178157 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Patricia A. Schuler BrokerCheck CRD 1759336 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Neil George McAuliffe BrokerCheck CRD 1787693 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Jason L. McMurtry BrokerCheck CRD 2871788 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

John Terrell Lady BrokerCheck CRD 2045202 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Jordan Lamarr Gibbs BrokerCheck CRD 5567629 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)

Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Christopher Michael Vizzi BrokerCheck CRD 5095868 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Jacob S. Tujian BrokerCheck CRD 4605467 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Jason Riichi Segawa BrokerCheck CRD 4826346 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Patrick Joseph Lynch III BrokerCheck CRD 1632895 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Steve James Markey BrokerCheck CRD 2591317 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗
via Lewis Financial Group, L.C. (CRD 36673 ↗)

Thomas Craighead Lewis, III BrokerCheck CRD 1852386 ↗
via Lewis Financial Group, L.C. (CRD 36673 ↗)

Leslie Margaret Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Don Meredith BrokerCheck CRD 1867703 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Cory Scott Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Robert Alan Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Thomas Joseph Casolaro BrokerCheck CRD 1812805 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

William Lapiana BrokerCheck CRD 4580411 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Scott Offerman BrokerCheck CRD 4619093 ↗
via Nextrend Securities, Inc. (CRD 43710 ↗)

Sonya Lee Gotz BrokerCheck CRD 4007918 ↗
via Nextrend Securities, Inc. (CRD 43710 ↗)

Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Jason Leon Steele BrokerCheck CRD 2674860 ↗
via Prospera Financial Services, Inc. (CRD 10740 ↗)

Jean-Louis Guinchard BrokerCheck CRD 1983431 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Jason Andrew Salmon BrokerCheck CRD 6081963 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Betty L. Friant BrokerCheck CRD 2122446 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Terry Shea BrokerCheck CRD 1654953 ↗
via Whitehall-Parker Securities, Inc. (CRD 10608 ↗)
EDGAR ↗
Oct 7, 2020 D
Passco One Hampton DST
File 021-377280
$2,299,500 (est.)$0$5,304,284 (est.)
Passco One Hampton Depositor, LLC will be responsible for paying certain fees and costs of approximately $5,004,284.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Nextrend Securities, Inc. BrokerCheck CRD 43710 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
EDGAR ↗
Sep 14, 2020 D/A
Passco Mellody Farm DST
File 021-358637
$3,624,688 (est.)$0$5,271,677 (est.)
Passco Mellody Farm Depositor, LLC was responsible for paying certain fees and costs of approximately $5,131,677.
William Olaf Passo BrokerCheck CRD 1577661 ↗
via Passco Capital, Inc. (CRD 117323 ↗)

Adriana Angela Olsen BrokerCheck CRD 4669125 ↗
via Passco Capital, Inc. (CRD 117323 ↗)

Ronald David Birnbaum BrokerCheck CRD 2382580 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Frederick E. Hubler, Jr. BrokerCheck CRD 4401049 ↗
via Arkadios Capital (CRD 282710 ↗)

Brian Thomas Lombardo BrokerCheck CRD 5606589 ↗
via Cambridge Investment Research, Inc. (CRD 39543 ↗)

Christina Lindsey Orta BrokerCheck CRD 3278327 ↗
via Cambridge Investment Research, Inc. (CRD 39543 ↗)

John Cunningham Lindsey BrokerCheck CRD 2809808 ↗
via Cambridge Investment Research, Inc. (CRD 39543 ↗)

Joseph Rowell Fraser BrokerCheck CRD 6975700 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Brad Watt BrokerCheck CRD 2565438 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Michael Lawrence Cruz BrokerCheck CRD 2130750 ↗
via Courtlandt Securities Corporation (CRD 137356 ↗)

DAI Securities, LLC BrokerCheck CRD 36673 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Marilee Ann Hill BrokerCheck CRD 2768544 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Stephen Philip Mark BrokerCheck CRD 2518425 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Zack Steven Brough BrokerCheck CRD 5674690 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Bryan Stuart Kocen BrokerCheck CRD 2119036 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)

Jeffrey MacDonald Holt BrokerCheck CRD 1334807 ↗
via FMN Capital Corporation (CRD 38105 ↗)

Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Giovanni Migliaccio BrokerCheck CRD 2710482 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Kevin Patrick Fitzgerald BrokerCheck CRD 1754938 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Gregory Scott Teal BrokerCheck CRD 4768591 ↗
via Invicta Capital LLC (CRD 288101 ↗)

Larry Richard Law BrokerCheck CRD 1273118 ↗
via JRL Capital Corporation (CRD 10225 ↗)

Donald Samuel Meredith BrokerCheck CRD 1867703 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Leslie Margaret Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Robert Alan Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

David Harris Freedman BrokerCheck CRD 4765269 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Robert Alan Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Adam Jack Bryan BrokerCheck CRD 5443986 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Kyle George Corgan BrokerCheck CRD 4417800 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Sonya Lee Gotz BrokerCheck CRD 4007918 ↗
via Nextrend Securities, Inc. (CRD 43710 ↗)

Catherine Nadine King BrokerCheck CRD 4804484 ↗
via Oak Tree Securities, Inc. (CRD 18126 ↗)

Robert Raymond Butts BrokerCheck CRD 2684500 ↗
via SCF Securities, Inc. (CRD 47275 ↗)

Kyle James DePasquale BrokerCheck CRD 5742585 ↗
via Sentinus-Halo Securities, LLC (CRD 279029 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Terry Donald Deever BrokerCheck CRD 4215379 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

David P. Dahill BrokerCheck CRD 6581024 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Thomas Book Jahncke BrokerCheck CRD 1078444 ↗
via Titan Securities (CRD 131392 ↗)

Neil Eric Elmouchi BrokerCheck CRD 200624 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Betty L. Friant BrokerCheck CRD 2122446 ↗
via Wealthforge Securites, LLC (CRD 152550 ↗)

Chay Thomas Lapin BrokerCheck CRD 6275140 ↗
via Wealthforge Securites, LLC (CRD 152550 ↗)

John P. Harvey, Jr. BrokerCheck CRD 4227692 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Stephen Paul Haskell BrokerCheck CRD 6864948 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Robert J. Loo BrokerCheck CRD 1303331 ↗
via Whitehall-Parker Securities, Inc. (CRD 10608 ↗)
EDGAR ↗
Sep 3, 2020 D/A
Passco Lakeview Villas DST
File 021-352973
$2,084,688 (est.)$0$3,256,727 (est.)
Passco Lakeview Villas Depositor, LLC was responsible for paying certain fees and costs of approximately $3,026,727.
William Olaf Passo BrokerCheck CRD 1577661 ↗
via Passco Capital, Inc. (CRD 117323 ↗)

Derek James Elrod BrokerCheck CRD 4793202 ↗
via APW Capital, Inc. (CRD 43814 ↗)

Anthony Nori BrokerCheck CRD 1238551 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Bradford Lee Watt BrokerCheck CRD 2565438 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Justin Charles Lowy BrokerCheck CRD 5935993 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Jason L. McMurtry BrokerCheck CRD 2871788 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Michael Anthony Dellisant BrokerCheck CRD 2508165 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Russell Boyd Butler BrokerCheck CRD 4819397 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Jordan Lamarr Gibbs BrokerCheck CRD 5567629 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)

Peter Chernin BrokerCheck CRD 6787497 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Susan Jane Gitt BrokerCheck CRD 5580509 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Christopher Michael Vizzi BrokerCheck CRD 5095868 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Donovan Thomas Kelly BrokerCheck CRD 2622366 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

John Eluwene McKeon BrokerCheck CRD 5286647 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Joshua Koehnen BrokerCheck CRD 4551444 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Richard Scott Johnson BrokerCheck CRD 260104 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

William Hugh Black BrokerCheck CRD 709696 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

Adam Jack Bryan BrokerCheck CRD 5443986 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

David Harris Freedman BrokerCheck CRD 4765269 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Robert Alan Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Jessica Healy BrokerCheck CRD 6589558 ↗
via Metropolitan Capital Investment Banc, Inc. (CRD 148820 ↗)

Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Adam Young BrokerCheck CRD 6640146 ↗
via Nationwide Planning Associate Inc. (CRD 31029 ↗)

Jason Scott Walter BrokerCheck CRD 6848536 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Jean-Louis Guinchard BrokerCheck CRD 114290 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

John Cunningham Lindsey BrokerCheck CRD 2809808 ↗
via Securities America, Inc. (CRD 10205 ↗)

David P. Dahill BrokerCheck CRD 6581024 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Richard Goodwin BrokerCheck CRD 2332035 ↗
via Titan Securities (CRD 131392 ↗)

Thomas Book Jahncke BrokerCheck CRD 1078444 ↗
via Titan Securities (CRD 131392 ↗)

Chay Thomas Lapin BrokerCheck CRD 6275140 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Jason Andrew Salmon BrokerCheck CRD 6081963 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Sep 1, 2020 D/A
Passco Buckhead DST
File 021-356751
$4,722,813 (est.)$0$9,693,271 (est.)
Passco Buckhead Depositor, LLC was responsible for paying certain fees and costs of approximately $6,423,646.
Adriana Angela Olsen BrokerCheck CRD 117323 ↗
via Passco Capital, Inc. (CRD 117323 ↗)

Ronald David Birnbaum BrokerCheck CRD 2382580 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Derek James Elrod BrokerCheck CRD 4793202 ↗
via APW Capital, Inc. (CRD 43814 ↗)

Gary Scott DeMera BrokerCheck CRD 2995472 ↗
via APW Capital, Inc. (CRD 43814 ↗)

James Thaddeus Walesa BrokerCheck CRD 1061209 ↗
via Arkadios Capital (CRD 282710 ↗)

Joseph Allen Nugent BrokerCheck CRD 4019776 ↗
via Arkadios Capital (CRD 282710 ↗)

Daniel James Mercer BrokerCheck CRD 6698392 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Brad Watt BrokerCheck CRD 2565438 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Harmony Mae McAuliffe BrokerCheck CRD 5294771 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Justin Charles Lowy BrokerCheck CRD 5935993 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Ken Kladouris BrokerCheck CRD 5181249 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Robert Dean Burchett BrokerCheck CRD 35348 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

William Eugene Hauenstein BrokerCheck CRD 1902043 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Jack James Michaletz BrokerCheck CRD 5773608 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Joe Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Michael Edward O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Nathaniel Michael Kuhn BrokerCheck CRD 4624143 ↗
via DAI Securities, LLC (CRD 36673 ↗)

DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Zack Steven Brough BrokerCheck CRD 5674690 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Jordan Lamarr Gibbs BrokerCheck CRD 5567629 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)

Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Leslie Margaret Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Cory Scott Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Robert Alan Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates, Inc. (CRD 31029 ↗)

Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Terry Donald Deever BrokerCheck CRD 4215379 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

David P. Dahill BrokerCheck CRD 6581024 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

George Roger Duff BrokerCheck CRD 2768560 ↗
via Triad Advisors LLC (CRD 25803 ↗)

James Dale Warring BrokerCheck CRD 3198200 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Neil Eric Elmouchi BrokerCheck CRD 200624 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Betty L. Friant BrokerCheck CRD 2122446 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Chay Thomas Lapin BrokerCheck CRD 6275140 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Timothy Keith Kulhanek BrokerCheck CRD 5696299 ↗
via World Equity Group, Inc. (CRD 29087 ↗)
EDGAR ↗
Aug 10, 2020 D/A
Passco Asheville Exchange DST
File 021-325118
$2,478,438 (est.)$0$4,181,974 (est.)
Passco Asheville Exchange Depositor, LLC was responsible for paying certain fees and costs of approximately $3,746,974.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Amy Lorraine Gates BrokerCheck CRD 2488456 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Rocco Santorsola BrokerCheck CRD 2580695 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

Liam Francis Dalton BrokerCheck CRD 1327801 ↗
via Axiom Capital Management, Inc. (CRD 26580 ↗)

Steven B. Schwartz BrokerCheck CRD 4177383 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Glen Biener BrokerCheck CRD 1353794 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

John Edward Bishop BrokerCheck CRD 866202 ↗
via Chalice Capital Partners, LLC (CRD 288898 ↗)

Jack Creighton BrokerCheck CRD 1495897 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Steven I. Balaban BrokerCheck CRD 1380366 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Nathaniel Michael Kuhn BrokerCheck CRD 4624143 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Michael Lawrence Cruz BrokerCheck CRD 2130750 ↗
via Courtlandt Securities Corporation (CRD 137356 ↗)

Justin Charles Lowy BrokerCheck CRD 5935993 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Neil George McAuliffe BrokerCheck CRD 1787693 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Patricia Ann Schuler BrokerCheck CRD 1759336 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Jordan Lamarr Gibbs BrokerCheck CRD 5567629 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)

Christopher Michael Vizzi BrokerCheck CRD 5095868 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Patrick Robert Conway BrokerCheck CRD 1337831 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Peter Daniel Fisher BrokerCheck CRD 1259923 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Leslie Margaret Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Adam Bryan BrokerCheck CRD 5443986 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Robert Alan Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Eric Alexander Duncan BrokerCheck CRD 4168496 ↗
via Moloney Securities Co., Inc. (CRD 38535 ↗)

Amy L. Duncan BrokerCheck CRD 4193765 ↗
via Moloney Securities Co., Inc. (CRD 38535 ↗)

Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Jason Leon Steele BrokerCheck CRD 2674860 ↗
via Prospera Financial Services, Inc. (CRD 10740 ↗)

Jean-Louis Guinchard BrokerCheck CRD 1983431 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

James Thaddeus Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Ronald York BrokerCheck CRD 4308987 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Tim Greer BrokerCheck CRD 731658 ↗
via Triad Advisors LLC (CRD 25803 ↗)

David P. Dahill BrokerCheck CRD 6581024 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Chay Thomas Lapin BrokerCheck CRD 6275140 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Jul 29, 2020 D/A
Passco Germantown LLC
File 021-316896
$1,382,500 (est.)$0$200,000 (est.)Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Centaurus Financial, Inc. BrokerCheck CRD 45185 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
John Stephen Weiss BrokerCheck CRD 1097536 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Bryan Stuart Kocen BrokerCheck CRD 2119036 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)

Jordan Lamarr Gibbs BrokerCheck CRD 5567629 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)

Jeffrey MacDonald Holt BrokerCheck CRD 1334807 ↗
via FMN Capital Corporation (CRD 38105 ↗)

Joseph Anthony Cavallo BrokerCheck CRD 5321819 ↗
via FMN Capital Corporation (CRD 38105 ↗)

Bradley Lawrence Curtis BrokerCheck CRD 5422029 ↗
via JRL Capital Corporation (CRD 10225 ↗)

Curtis Jerome Sathre III BrokerCheck CRD 2459115 ↗
via JRL Capital Corporation (CRD 10225 ↗)

Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Adam Jason Young BrokerCheck CRD 6640146 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

William Olaf Passo BrokerCheck CRD 1577661 ↗
via Passco Capital, Inc. (CRD 117323 ↗)

Marco Salvatore Vitulli BrokerCheck CRD 6010371 ↗
via Passco Capital, Inc. (CRD 117323 ↗)

Thomas Burgess Hamlin BrokerCheck CRD 2208505 ↗
via Somerset Securities, Inc. (CRD 2493 ↗)

Titan Securities BrokerCheck CRD 131392 ↗
EDGAR ↗
Jul 27, 2020 D/A
Passco Park 35 DST
File 021-352571
$3,449,688 (est.)$0$5,237,594 (est.)
Passco Park 35 Depositor, LLC was responsible for paying certain fees and costs of approximately $4,715,594.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Norman Dwight Loofbourrow BrokerCheck CRD 1310725 ↗
via American Investors Company (CRD 38 ↗)

Joseph Allen Nugent BrokerCheck CRD 4019776 ↗
via Arkadios Capital (CRD 282710 ↗)

Jim Lund BrokerCheck CRD 1713921 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Joseph Rowell Fraser BrokerCheck CRD 6975700 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Eric James Bell BrokerCheck CRD 7015161 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Gordon Thomas Hamilton BrokerCheck CRD 5028789 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Norma J. Nisbet BrokerCheck CRD 5590290 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Ryan David Finch BrokerCheck CRD 6379871 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Justin Charles Lowy BrokerCheck CRD 5935993 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Ken Kladouris BrokerCheck CRD 5181249 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Nathaniel Michael Kuhn BrokerCheck CRD 4624143 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Benjamin Thomas Newhouse BrokerCheck CRD 3105894 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Jason L. McMurtry BrokerCheck CRD 2871788 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Michael David Franklin BrokerCheck CRD 5390262 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Michael Allan Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Zack Steven Brough BrokerCheck CRD 5674690 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Jordan Lamarr Gibbs BrokerCheck CRD 5567629 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)

Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Christopher Michael Vizzi BrokerCheck CRD 5095868 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

David Richard Koehler BrokerCheck CRD 4832628 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Kelly H. Clyde BrokerCheck CRD 4825839 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Kevin Michael Barrett BrokerCheck CRD 3216935 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Ann T. Meyers BrokerCheck CRD 3269422 ↗
via JRL Capital Corporation (CRD 10225 ↗)

Curtis Jerome Sathre III BrokerCheck CRD 2459115 ↗
via JRL Capital Corporation (CRD 10225 ↗)

David Harris Freedman BrokerCheck CRD 4765269 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

William LaPiana BrokerCheck CRD 4580411 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Kyle George Corgan BrokerCheck CRD 4417800 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Robert M. Pecha BrokerCheck CRD 5579770 ↗
via Primex (CRD 29394 ↗)

Mark Alexander Taylor BrokerCheck CRD 1233017 ↗
via Securities America, Inc. (CRD 10205 ↗)

Steven Araneo BrokerCheck CRD 2525686 ↗
via Securities America, Inc. (CRD 10205 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Jeffrey Beaman Noblin BrokerCheck CRD 2894300 ↗
via Third Seven Capital LLC (CRD 160209 ↗)

David P. Dahill BrokerCheck CRD 6581024 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Don Wells BrokerCheck CRD 1217316 ↗
via Titan Securities (CRD 131392 ↗)

Thomas Book Jahncke BrokerCheck CRD 1078444 ↗
via Titan Securities (CRD 131392 ↗)

George Roger Duff BrokerCheck CRD 2768560 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Neil Eric Elmouchi BrokerCheck CRD 200624 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Steven Parker Lichtblau BrokerCheck CRD 1384239 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Betty L. Friant BrokerCheck CRD 2122446 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Chay Thomas Lapin BrokerCheck CRD 6275140 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Timothy Keith Kulhanek BrokerCheck CRD 5696299 ↗
via World Equity Group, Inc. (CRD 29087 ↗)
EDGAR ↗
Jun 5, 2020 D/A
Passco Fritz Farm DST
File 021-335744
$3,279,063 (est.)$0$5,124,626 (est.)
Passco Fritz Depositor, LLC was responsible for paying certain fees and costs of approximately $4,769,626.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Ronald David Birnbaum BrokerCheck CRD 2382580 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

David Robert Lucas BrokerCheck CRD 2135184 ↗
via Ameritas Investment Company, LLC (CRD 14869 ↗)

Kirk Dudley Dobson BrokerCheck CRD 4049865 ↗
via Ameritas Investment Company, LLC (CRD 14869 ↗)

Christopher Alan Riel BrokerCheck CRD 6222615 ↗
via Ameritas Investment Company, LLC (CRD 14869 ↗)

Derek James Elrod BrokerCheck CRD 4793202 ↗
via APW Capital, Inc. (CRD 43814 ↗)

Ronald Norman York Jr. BrokerCheck CRD 4308987 ↗
via Arkadios Capital (CRD 282710 ↗)

Rocco Santorsola BrokerCheck CRD 2580695 ↗
via Ausdal Financial Partners, Inc. (CRD 7995 ↗)

Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Steven B. Schwartz BrokerCheck CRD 4177383 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Brian Daniel Vosberg BrokerCheck CRD 4476509 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Eugene Buddy Berman BrokerCheck CRD 6994891 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Jack Creighton BrokerCheck CRD 1495897 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Gary L. Chapman BrokerCheck CRD 5244594 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Bryan Christopher Hakola BrokerCheck CRD 4161289 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Alan Bartlett Harrison BrokerCheck CRD 1616987 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Roger William Bowlin BrokerCheck CRD 1905652 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Michael Lawrence Cruz BrokerCheck CRD 2130750 ↗
via Courtlandt Securities Corporation (CRD 137356 ↗)

Justin Charles Lowy BrokerCheck CRD 5935993 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Richard W. Jackman BrokerCheck CRD 2501641 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Michael O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Peter Chernin BrokerCheck CRD 6787497 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Chistopher Michael Vizzi BrokerCheck CRD 5095868 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Kelly H. Clyde BrokerCheck CRD 4825839 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Patrick Robert Conway BrokerCheck CRD 1337831 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Lenajo Marie Hartley BrokerCheck CRD 2905105 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗
via K Capital LLC (CRD 147191 ↗)

Thomas Craighead Lewis BrokerCheck CRD 1852386 ↗
via Lewis Financial Group, L.C. (CRD 36673 ↗)

Dinesh Gupta BrokerCheck CRD 6469999 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Leslie Margaret Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

G. Anthony Harrigan BrokerCheck CRD 1817525 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

James Bradley Teegarden BrokerCheck CRD 2812366 ↗
via Lion Street Financial, LLC (CRD 165828 ↗)

Amanda Steele BrokerCheck CRD 6566472 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

David Harris Freedman BrokerCheck CRD 4765269 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

William Lapiana BrokerCheck CRD 4580411 ↗
via Newbridge Securities Corporation (CRD 104065 ↗)

Scott Offerman BrokerCheck CRD 4619093 ↗
via Nextrend Securities, Inc. (CRD 43710 ↗)

Sonya Lee Gotz BrokerCheck CRD 4007918 ↗
via Nextrend Securities, Inc. (CRD 43710 ↗)

Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Jean-Louis Guinchard BrokerCheck CRD 1983431 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Thomas Burgess Hamlin BrokerCheck CRD 2208505 ↗
via Somerset Securities, Inc. (CRD 2493 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Edward Pius Kasperavich BrokerCheck CRD 4970038 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Matthew Nielsen BrokerCheck CRD 2762423 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Deborah Stackpole BrokerCheck CRD 4969850 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

James Thaddeus Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Matthew Bradley Brozik BrokerCheck CRD 5963665 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Elizabeth Learned Friant BrokerCheck CRD 2122446 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

David P. Dahill BrokerCheck CRD 6581024 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Jason Andrew Salmon BrokerCheck CRD 6081963 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Randy Alan Barmache BrokerCheck CRD 4607939 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)
EDGAR ↗
May 22, 2020 D/A
Passco Grayson DST
File 021-339900
$2,660,000 (est.)$0$4,378,600 (est.)
Passco Grayson Depositor, LLC was responsible for paying certain fees and costs of approximately $4,022,600.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Ronald David Birnbaum BrokerCheck CRD 2382580 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Norman Dwight Loofbourrow BrokerCheck CRD 1310725 ↗
via American Investors Company (CRD 38 ↗)

Ronald Garrett Yee BrokerCheck CRD 2860395 ↗
via American Investors Company (CRD 38 ↗)

John Paul Harvey Jr. BrokerCheck CRD 4227692 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Steven B. Schwartz BrokerCheck CRD 4177383 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Michael Lawrence Cruz BrokerCheck CRD 2130750 ↗
via Courtlandt Securities Corporation (CRD 137356 ↗)

Justin Charles Lowy BrokerCheck CRD 5935993 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Harmony Mcauliffe Russo BrokerCheck CRD 5294771 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Jason Douglas Stone BrokerCheck CRD 5455271 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Justin Charles Lowy BrokerCheck CRD 5935993 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Alex Haviland BrokerCheck CRD 6364128 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

JR Broadbent BrokerCheck CRD 3132498 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Timothy Kirkpatrick Whipple BrokerCheck CRD 2829688 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Christopher Thomas Miller BrokerCheck CRD 4044818 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Bryan Stuart Kocen BrokerCheck CRD 2119036 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)

Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Larry Richard Law BrokerCheck CRD 1273118 ↗
via JRL Capital Corporation (CRD 10225 ↗)

Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗
via K Capital LLC (CRD 147191 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lighpath Capital, Inc. (CRD 34617 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Robert Alan Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Corbin Scott Thomas BrokerCheck CRD 423478 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Deb Schleining BrokerCheck CRD 2768752 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Scott Offerman BrokerCheck CRD 4619093 ↗
via Nextrend Securities, Inc. (CRD 43710 ↗)

Sonya Lee Gotz BrokerCheck CRD 4007918 ↗
via Nextrend Securities, Inc. (CRD 43710 ↗)

Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Jean-Louis Guinchard BrokerCheck CRD 1983431 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

John Cunningham Lindsey BrokerCheck CRD 2809808 ↗
via Securities America, Inc. (CRD 10205 ↗)

Christina Lindsey Orta BrokerCheck CRD 3278327 ↗
via Securities America, Inc. (CRD 10205 ↗)

Thomas Burgess Hamlin BrokerCheck CRD 2208505 ↗
via Somerset Securities, Inc. (CRD 2493 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Timothy Keith Kulhanek BrokerCheck CRD 5696299 ↗
via Taylor Capital Management Inc. (CRD 43559 ↗)

Mark Alan Keen BrokerCheck CRD 3178657 ↗
via The Strategic Financial Alliance, Inc. (CRD 126514 ↗)

George Roger Duff BrokerCheck CRD 2768560 ↗
via Triad Advisors LLC (CRD 25803 ↗)

James Thaddeus Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Timothy Raymond Tehan BrokerCheck CRD 3230535 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Chay Thomas Lapin BrokerCheck CRD 6275140 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

David P. Dahill BrokerCheck CRD 6581024 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Jason Andrew Salmon BrokerCheck CRD 6081963 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Randy Alan Barmache BrokerCheck CRD 4607939 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Leslie Vincent Anderton BrokerCheck CRD 873403 ↗
via Wilson-Davis & Co., Inc. (CRD 3777 ↗)
EDGAR ↗
May 19, 2020 D/A
Passco River Oaks Self Storage DST
File 021-311225
$910,875 (est.)$0$2,195,208 (est.)
Passco River Oaks Self Storage Depositor, LLC was responsible for paying certain fees and costs of approximately $1,649,958.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
L. Patrick Furlong BrokerCheck CRD 6642597 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Michael Lawrence Cruz BrokerCheck CRD 2130750 ↗
via Courtlandt Securities Corporation (CRD 137356 ↗)

John Stephen Weiss BrokerCheck CRD 1097536 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Ronald Joseph Pompei Jr. BrokerCheck CRD 1439110 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

JR Broadbent BrokerCheck CRD 3132498 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Michael Allan Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Taylor Ashland BrokerCheck CRD 5732470 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Donavan Thomas Kelly BrokerCheck CRD 2622366 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Jack Thomas BrokerCheck CRD 2773136 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Curtis Jerome Sathre III BrokerCheck CRD 2459115 ↗
via JRL Capital Corporation (CRD 10225 ↗)

Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗
via Lewis Financial Group, L.C. (CRD 36673 ↗)

Thomas Craighead Lewis BrokerCheck CRD 1852386 ↗
via Lewis Financial Group, L.C. (CRD 36673 ↗)

Adam Jack Bryan BrokerCheck CRD 5443986 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Robert Alan Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Christopher K. Moss BrokerCheck CRD 2209534 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Peter Chernin BrokerCheck CRD 6787497 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

Scott Offerman BrokerCheck CRD 4619093 ↗
via Sandlapper Securities, LLC (CRD 137906 ↗)

John Leighton Mitchell BrokerCheck CRD 336967 ↗
via Titan Securities (CRD 131392 ↗)

James Dale Warring BrokerCheck CRD 3198200 ↗
via Triad Advisors LLC (CRD 25803 ↗)

James Anthony Parry BrokerCheck CRD 1877092 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Lee Alan Duckworth BrokerCheck CRD 2097591 ↗
via Triad Advisors LLC (CRD 25803 ↗)
EDGAR ↗
May 13, 2020 D/A
Passco Palm Desert LLC
File 021-335418
$2,259,688 (est.)$0$200,000 (est.)Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Clarence Yee BrokerCheck CRD 474356 ↗
via American Investors Company (CRD 38 ↗)

Dennis I. Weiss BrokerCheck CRD 462338 ↗
via American Investors Company (CRD 38 ↗)

Alan S. Berger BrokerCheck CRD 702838 ↗
via Arkadios Capital (CRD 282710 ↗)

Ronald York BrokerCheck CRD 4308987 ↗
via Arkadios Capital (CRD 282710 ↗)

Peter Roberts BrokerCheck CRD 6982848 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Peter R. Dorn BrokerCheck CRD 1089858 ↗
via Cape Securities Inc. (CRD 7072 ↗)

Christopher Stewart BrokerCheck CRD 3144075 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
John Stephen Weiss BrokerCheck CRD 1097536 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Dan Holzer BrokerCheck CRD 5779187 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Lawrence Benjamin Miller BrokerCheck CRD 335166 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Rebecca Dawson BrokerCheck CRD 1146385 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Ryan Jonathan Sherer BrokerCheck CRD 5952617 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Timothy John Sherer BrokerCheck CRD 833618 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Jordan Lamarr Gibbs BrokerCheck CRD 5567629 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)

Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Curtis Jerome Sathre III BrokerCheck CRD 2459115 ↗
via JRL Capital Corporation (CRD 10225 ↗)

Bradley Lawrence Curtis BrokerCheck CRD 5422029 ↗
via JRL Capital Corporation (CRD 10225 ↗)

Dinesh C. Gupta BrokerCheck CRD 6469999 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Marilee Ann Hill BrokerCheck CRD 2768544 ↗
via Primex (CRD 29394 ↗)

Thomas Burgess Hamlin BrokerCheck CRD 2208505 ↗
via Somerset Securities, Inc. (CRD 2493 ↗)

Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Jason S. Finley BrokerCheck CRD 6602034 ↗
via Stax Capital (CRD 300607 ↗)

Titan Securities BrokerCheck CRD 131392 ↗
Chay Thomas Lapin BrokerCheck CRD 6275140 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

David Andrew Kangas BrokerCheck CRD 6591398 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Apr 20, 2020 D/A
Passco Sapphire Bay DST
File 021-347831
$3,134,687 (est.)$0$4,978,748 (est.)
Passco Sapphire Bay Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,408,748.
Adriana Angela Olsen BrokerCheck CRD 4669125 ↗
via Passco Capital, Inc. (CRD 117323 ↗)

Ronald Birnbaum BrokerCheck CRD 2382580 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Norman Dwight Loofbourrow BrokerCheck CRD 1310725 ↗
via American Investors Company (CRD 38 ↗)

Derek James Elrod BrokerCheck CRD 4793202 ↗
via APW Capital, Inc. (CRD 43814 ↗)

David Andrew Kangas BrokerCheck CRD 6591398 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Lawrence Michael DePaul Jr. BrokerCheck CRD 4540570 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Darren Robert Grossman BrokerCheck CRD 5762586 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Steven B. Schwartz BrokerCheck CRD 4177383 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Joseph Rowell Fraser BrokerCheck CRD 6975700 ↗
via Colorado Financial Service Corporation (CRD 104343 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Michael Lawrence Cruz BrokerCheck CRD 2130750 ↗
via Courtlandt Securities Corporation (CRD 137356 ↗)

Keith Ryan Gunther BrokerCheck CRD 1533552 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Stephen Laurence Shloss BrokerCheck CRD 5429813 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Stephen Michael Whyte BrokerCheck CRD 5941423 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Peter Chernin BrokerCheck CRD 6787497 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Brian J. Lockett BrokerCheck CRD 4573162 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

John Kacheong Lee BrokerCheck CRD 2948622 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Richard Lee Wagner BrokerCheck CRD 4575603 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Shunsuke Jimmy Fukushi BrokerCheck CRD 4933092 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

George Martin Hjorth BrokerCheck CRD 2209607 ↗
via Innovation Partners LLC (CRD 146344 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Paul M. Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Adam Jack Bryan BrokerCheck CRD 5443986 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Corbin Scott Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

David Harris Freedman BrokerCheck CRD 4765269 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Adam Young BrokerCheck CRD 6640146 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Scott Offerman BrokerCheck CRD 4619093 ↗
via Nextrend Securities, Inc. (CRD 43710 ↗)

April Diane Guinchard BrokerCheck CRD 1729146 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Jason Scott Walter BrokerCheck CRD 6848536 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Jacob Trent Young BrokerCheck CRD 2778779 ↗
via Securities America, Inc. (CRD 10205 ↗)

Barbara Jessup Williams BrokerCheck CRD 1050277 ↗
via Securities America, Inc. (CRD 10205 ↗)

Terry Doyle Buskirk BrokerCheck CRD 1343379 ↗
via Securities America, Inc. (CRD 10205 ↗)

Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Jason S. Finley BrokerCheck CRD 6602034 ↗
via Stax Capital (CRD 300607 ↗)

Deborah Ann Stackpole BrokerCheck CRD 4969850 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Edward Pius Kasperavich BrokerCheck CRD 4970038 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Terry Donald Deever BrokerCheck CRD 4215379 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

Alysia Lindberg BrokerCheck CRD 6046397 ↗
via TCFG Wealth Management, LLC (CRD 164153 ↗)

David P. Dahill BrokerCheck CRD 6581024 ↗
via Thornhill Securities, Inc. (CRD 22333 ↗)

Thomas Book Jahncke BrokerCheck CRD 1078444 ↗
via Titan Securities (CRD 131392 ↗)

Donald Lee Wells BrokerCheck CRD 1217316 ↗
via Titan Securities (CRD 131392 ↗)

David Scott Coles BrokerCheck CRD 1143362 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Betty L. Friant BrokerCheck CRD 2122446 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Chay Thomas Lapin BrokerCheck CRD 6275140 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Jason Andrew Salmon BrokerCheck CRD 6081963 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)
EDGAR ↗
Apr 8, 2020 D/A
Passco Turkey Creek DST
File 021-351896
$1,767,500 (est.)$0$3,059,194 (est.)
Passco Turkey Creek Depositor, LLC was responsible for paying certain fees and costs of approximately $2,834,194.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Eric Stuart Scaff BrokerCheck CRD 5281210 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Michael Edward O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Michael Allan Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Timothy Kirkpatrick Whipple BrokerCheck CRD 2829688 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Alexander Joseph Haviland BrokerCheck CRD 6364128 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

William Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

David Brian Legacy Jr BrokerCheck CRD 4379849 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Toni Lynn Sutherland BrokerCheck CRD 2729672 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Jeffrey MacDonald Holt BrokerCheck CRD 1334807 ↗
via FMN Capital Corporation (CRD 38105 ↗)

Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

David Richard Koehler BrokerCheck CRD 4832628 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Rian Jerome Sommerfield BrokerCheck CRD 4611120 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Robert Leo Vonderharr BrokerCheck CRD 1556834 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Shunsuke Jimmy Fukushi BrokerCheck CRD 4933092 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Adam Jason Young BrokerCheck CRD 6640136 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Michael Gregory Strafford BrokerCheck CRD 2108900 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Sonya Lee Gotz BrokerCheck CRD 4007918 ↗
via Nextrend Securities, Inc. (CRD 43710 ↗)

Curtis Howard Smiley BrokerCheck CRD 4443310 ↗
via Primex (CRD 29394 ↗)

Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Anthony Belden Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Thomas Book Jahncke BrokerCheck CRD 1078444 ↗
via Titan Securities (CRD 131392 ↗)
EDGAR ↗
Mar 30, 2020 D/A
Passco Tribute DST
File 021-343141
$4,169,375 (est.)$0$6,043,803 (est.)
Passco Tribute Depositor, LLC was responsible for paying certain fees and costs of approximately $5,564,803.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
DFPG Investments, LLC BrokerCheck CRD 155576 ↗
Trawnegan Gall BrokerCheck CRD 6266415 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

John Paul Harvey BrokerCheck CRD 4227692 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Scott Glenn Eichler BrokerCheck CRD 5431034 ↗
via Centaurus Financial, Inc. (CRD 30833 ↗)

Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Michael Lawrence Cruz BrokerCheck CRD 2130750 ↗
via Courtlandt Securities Corporation (CRD 137356 ↗)

John Stephen Weiss BrokerCheck CRD 1097536 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Bryan Stuart Kocen BrokerCheck CRD 2119036 ↗
via Financial Goal Securities, Inc. (CRD 19066 ↗)

Adam Jack Bryan BrokerCheck CRD 5443986 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

James Michael Poindexter BrokerCheck CRD 1867899 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Debra Jo Schleining BrokerCheck CRD 2768752 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Kelly H. Clyde BrokerCheck CRD 4825839 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Leslie Margaret Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

John Eluwene McKeon BrokerCheck CRD 5286647 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

John Kacheong Lee BrokerCheck CRD 2948622 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Jack William Ellison BrokerCheck CRD 2584997 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Bryan Paul Hopkins BrokerCheck CRD 4489174 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Robert Alan Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Sonya Lee Gotz BrokerCheck CRD 4007918 ↗
via Nextrend Securities, Inc. (CRD 43710 ↗)

Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Thomas Burgess Hamlin BrokerCheck CRD 2208505 ↗
via Somerset Securities, Inc. (CRD 2493 ↗)

Thomas Book Jahncke BrokerCheck CRD 1078444 ↗
via Titan Securities (CRD 131392 ↗)

Timothy Keith Kulhanek BrokerCheck CRD 5696299 ↗
via Taylor Capital Management Inc. (CRD 43559 ↗)

Betty L. Friant BrokerCheck CRD 2122446 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Paul Getty BrokerCheck CRD 34617 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Randy Alan Barmache BrokerCheck CRD 4607939 ↗
via Westpark Capital, Inc. (CRD 39914 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

Terry Shea BrokerCheck CRD 1654953 ↗
via Whitehall-Parker Securities, Inc (CRD 10608 ↗)

Ronald David Birnbaum BrokerCheck CRD 2382580 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Derek James Elrod BrokerCheck CRD 4793202 ↗
via APW Capital, Inc. (CRD 43814 ↗)

Chay Thomas Lapin BrokerCheck CRD 6275140 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

David P. Dahill BrokerCheck CRD 6581024 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Jason Andrew Salmon BrokerCheck CRD 6081963 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Justin Charles Lowy BrokerCheck CRD 5935993 ↗
via Crown Capital Securities, L.P. (CRD 6312 ↗)

Susan Jane Gitt BrokerCheck CRD 5580509 ↗
via Great Point Capital LLC (CRD 114203 ↗)

James Thaddeus Walesa BrokerCheck CRD 1061209 ↗
via Triad Advisors LLC (CRD 25803 ↗)

George Roger Duff BrokerCheck CRD 2768560 ↗
via Triad Advisors LLC (CRD 25803 ↗)

James Dale Warring BrokerCheck CRD 3198200 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Patrick Robert Conway BrokerCheck CRD 1337831 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Peter Daniel Fisher BrokerCheck CRD 1259923 ↗
via Investacorp, Inc. (CRD 7684 ↗)

John George Chess BrokerCheck CRD 4812430 ↗
via Investacorp, Inc. (CRD 7684 ↗)

Joshua Daniel Slaybaugh BrokerCheck CRD 4450485 ↗
via Primex (CRD 29394 ↗)

Kimberly Jo Hart BrokerCheck CRD 6470382 ↗
via Primex (CRD 29394 ↗)

John Cunningham Lindsey BrokerCheck CRD 2809808 ↗
via Securities America, Inc. (CRD 10205 ↗)

Christina Lindsey Orta BrokerCheck CRD 3278327 ↗
via Securities America, Inc. (CRD 10205 ↗)

Mark Richard Swartz BrokerCheck CRD 2311460 ↗
via Securities America, Inc. (CRD 10205 ↗)

Aaron Steven Broz BrokerCheck CRD 4685895 ↗
via Securities America, Inc. (CRD 10205 ↗)

Monroe M. Diefendorf Jr BrokerCheck CRD 805205 ↗
via Vanderbilt Securities, LLC (CRD 5953 ↗)

Scott Michael Mahan BrokerCheck CRD 2799792 ↗
via KMS Financial Services, Inc. (CRD 3866 ↗)

Edward Pius Kasperavich BrokerCheck CRD 4970038 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Deborah Ann Stackpole BrokerCheck CRD 4969850 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

Matthew J. Nielsen BrokerCheck CRD 2762423 ↗
via Stonecrest Capital Markets, Inc. (CRD 39616 ↗)

David Olsen BrokerCheck CRD 4823650 ↗
via Madison Avenue Securities, LLC (CRD 23224 ↗)
EDGAR ↗
Mar 19, 2020 D/A
Passco Grand Oaks DST
File 021-346823
$2,583,437 (est.)$0$4,094,484 (est.)
Passco Grand Oaks Depositor, LLC was responsible for paying certain fees and costs of approximately $3,643,484.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Ronald David Birnbaum BrokerCheck CRD 2382580 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Derek James Elrod BrokerCheck CRD 4793202 ↗
via APW Capital, Inc. (CRD 43814 ↗)

Roger William Bowlin BrokerCheck CRD 1905652 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Barry William LeMay BrokerCheck CRD 306332 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Roy Vincent Pfleger II BrokerCheck CRD 5896655 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Daniel Philip Raupp BrokerCheck CRD 4079107 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Eric Stuart Scaff BrokerCheck CRD 5281210 ↗
via Concorde Investment Services, LLC (CRD 151604 ↗)

Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Matthew D. Poole BrokerCheck CRD 5074516 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Michael Allan Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Christopher Thomas Miller BrokerCheck CRD 4044818 ↗
via Emerson Equity LLC (CRD 130032 ↗)

Matthew Scott Merwin BrokerCheck CRD 1142898 ↗
via FMN Capital Corporation (CRD 38105 ↗)

Tyrone Hagen Wynfield BrokerCheck CRD 1341666 ↗
via Hagen Securities, Inc. (CRD 27353 ↗)

Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Kelly H. Clyde BrokerCheck CRD 4825839 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Leslie Margaret Pappas BrokerCheck CRD 1735372 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Corbin Scott Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Christopher Michael Vizzi BrokerCheck CRD 5095868 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Larry Jerome Steckler BrokerCheck CRD 2621508 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Robert Alan Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Scott David Offerman BrokerCheck CRD 4619093 ↗
via Nextrend Securities, Inc. (CRD 43710 ↗)

Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Thomas Burgess Hamlin BrokerCheck CRD 2208505 ↗
via Somerset Securities, Inc. (CRD 2493 ↗)

Thomas Book Jahncke BrokerCheck CRD 1078444 ↗
via Titan Securities (CRD 131392 ↗)

Michelle N. Vizzi BrokerCheck CRD 4780371 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Alan Lee Shorr BrokerCheck CRD 1040305 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Paul Getty BrokerCheck CRD 6470002 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Jean-Louis Guinchard BrokerCheck CRD 1983431 ↗
via RCX Capital Group, LLC (CRD 114290 ↗)

Anthony Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)

James Lamont BrokerCheck CRD 2846228 ↗
via Whitehall-Parker Securities, Inc. (CRD 10608 ↗)
EDGAR ↗
Mar 10, 2020 D/A
Passco Legacy DST
File 021-344119
$2,926,875 (est.)$0$4,760,995 (est.)
Passco Legacy Depositor, LLC was responsible for paying certain fees and costs of approximately $4,245,995.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Ronald David Birnbaum BrokerCheck CRD 2382580 ↗
via Advisory Group Equity Services Ltd. (CRD 15427 ↗)

Derek James Elrod BrokerCheck CRD 4793202 ↗
via APW Capital, Inc. (CRD 43814 ↗)

Joseph Allen Nugent BrokerCheck CRD 4019776 ↗
via Arkadios Capital (CRD 282710 ↗)

Thomas Craighead Lewis III BrokerCheck CRD 1852386 ↗
via DAI Securities, LLC (CRD 36673 ↗)

John Harvey BrokerCheck CRD 4227692 ↗
via Cabot Lodge Securities LLC (CRD 159712 ↗)

Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Michael Lawrence Cruz BrokerCheck CRD 2130750 ↗
via Courtlandt Securities Corporation (CRD 137356 ↗)

Joseph Gerard Michaletz BrokerCheck CRD 1327534 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Mike O'Toole BrokerCheck CRD 6336251 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Jack James Michaletz BrokerCheck CRD 5773608 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗
via DAI Securities, LLC (CRD 36673 ↗)

Jason Lee McMurtry BrokerCheck CRD 2871788 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Scott Sheehan BrokerCheck CRD 2328614 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Michael Allan Bendix BrokerCheck CRD 5379777 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Nir Regev BrokerCheck CRD 1847410 ↗
via DFPG Investments, LLC (CRD 155576 ↗)

Jeffrey MacDonald Holt BrokerCheck CRD 1334807 ↗
via FMN Capital Corporation (CRD 38105 ↗)

Michael Gregory Steinthal BrokerCheck CRD 435071 ↗
via Great Point Capital LLC (CRD 114203 ↗)

Peter Alexander Finnegan BrokerCheck CRD 1336798 ↗
via Huntwicke Securities, LLC (CRD 146993 ↗)

Kelly H. Clyde BrokerCheck CRD 4825839 ↗
via Independent Financial Group, LLC (CRD 7717 ↗)

Don Meredith BrokerCheck CRD 1867703 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Frank Piscitelli BrokerCheck CRD 6935623 ↗
via Lightpath Capital, Inc. (CRD 34617 ↗)

Corbin Scott Thomas BrokerCheck CRD 4234748 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Debra Jo Schleining BrokerCheck CRD 2768752 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Troy Thomas BrokerCheck CRD 4691720 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Robert Alan Horning BrokerCheck CRD 2311640 ↗
via McDermott Investment Services, LLC (CRD 154926 ↗)

Eric Arthur Bicknese BrokerCheck CRD 2829451 ↗
via Nationwide Planning Associates Inc. (CRD 31029 ↗)

Scott David Offerman BrokerCheck CRD 4619093 ↗
via Nextrend Securities, Inc. (CRD 43710 ↗)

Christina Suzanne Nielson BrokerCheck CRD 4866971 ↗
via Primex (CRD 29394 ↗)

Thomas Burgess Hamlin BrokerCheck CRD 2208505 ↗
via Somerset Securities, Inc. (CRD 2493 ↗)

Thomas Book Jahncke BrokerCheck CRD 1078444 ↗
via Titan Securities (CRD 131392 ↗)

Angela Mullis Bender BrokerCheck CRD 5208180 ↗
via Triad Advisors LLC (CRD 25803 ↗)

George Roger Duff BrokerCheck CRD 2768560 ↗
via Triad Advisors LLC (CRD 25803 ↗)

Betty L. Friant BrokerCheck CRD 2122446 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Chay Thomas Lapin BrokerCheck CRD 6275140 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

Jason Andrew Salmon BrokerCheck CRD 6081963 ↗
via Wealthforge Securities, LLC (CRD 152550 ↗)

James Lamont BrokerCheck CRD 2846228 ↗
via Whitehall-Parker Securities, Inc. (CRD 10608 ↗)

Stacey Jim Morimoto BrokerCheck CRD 4420782 ↗
via Stax Capital (CRD 300607 ↗)

John Cunningham Lindsey BrokerCheck CRD 2809808 ↗
via Securities America, Inc. (CRD 10205 ↗)

Christina Lindsey Orta BrokerCheck CRD 3278327 ↗
via Securities America, Inc. (CRD 10205 ↗)

Anthony Belden Brown BrokerCheck CRD 6900485 ↗
via Stax Capital (CRD 300607 ↗)
EDGAR ↗
May 2, 2019 D/A
Passco Parker DST
File 021-296703
$4,637,500$0$8,289,075
Passco Parker Depositor, LLC was responsible for paying certain fees and costs of approximately $7,509,075.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Advisory Group Equity Services, LTD. BrokerCheck CRD 15427 ↗
Ameritas Investment Corp. BrokerCheck CRD 14869 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
FMN Capital Corporation BrokerCheck CRD 38105 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
PrimeX BrokerCheck CRD 29394 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
WestPark Capital, Inc. BrokerCheck CRD 39914 ↗
Newbridge Securities Corporation BrokerCheck CRD 104065 ↗
EDGAR ↗
Apr 26, 2019 D/A
Passco Mariner DST
File 021-302786
$2,695,000$0$4,826,101
Passco Mariner Depositor, LLC was responsible for paying certain fees and costs of approximately $4,076,101.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Advisory Group Equity Services LTD BrokerCheck CRD 15427 ↗
American Investors Company BrokerCheck CRD 38 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
PrimeX BrokerCheck CRD 29394 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
EDGAR ↗
Apr 4, 2019 D/A
PASSCO VOYAGER DST
File 021-288589
$2,406,250$0$5,516,354
PASSCO VOYAGER DEPOSITOR, LLC WAS RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,671,354.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
APW Capital, Inc. BrokerCheck CRD 43814 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Titan Securities BrokerCheck CRD 131392 ↗
PrimeX BrokerCheck CRD 29394 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Financial Goal Securities, Inc. BrokerCheck CRD 19066 ↗
EDGAR ↗
Jan 4, 2019 D/A
PASSCO LONGITUDE DST
File 021-287256
$2,290,312$0$4,073,327
PASSCO LONGITUDE DEPOSITOR, LLC WAS RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,773,327.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
The Strategic Financial Alliance, Inc. BrokerCheck CRD 126514 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
Titan Securities BrokerCheck CRD 131392 ↗
PrimeX BrokerCheck CRD 29394 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
EDGAR ↗
Oct 19, 2018 D
Passco Carolina Forest DST
File 021-323903
$2,178,750 (est.)$0$3,759,736 (est.)
Passco Carolina Forest Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,369,736.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Cabot Lodge Securities LLC BrokerCheck CRD 159712 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Crown Capital Securities, L.P. BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Independent Financial Group, LLC BrokerCheck CRD 7717 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
National Securities Corporation BrokerCheck CRD 7569 ↗
PrimeX BrokerCheck CRD 29394 ↗
RCX Capital Group, LLC BrokerCheck CRD 114290 ↗
Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Triad Advisors LLC BrokerCheck CRD 25803 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
Berthel Fisher & Company Financial Services, Inc. BrokerCheck CRD 13609 ↗
EDGAR ↗
Sep 21, 2018 D
Passco District Lofts DST
File 021-321920
$2,909,375 (est.)$0$4,490,725 (est.)
Passco District Lofts Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,215,725.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Capulent LLC BrokerCheck CRD 155155 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Courtland Securities Corporation BrokerCheck CRD 137356 ↗
Emerson Equity LLC BrokerCheck CRD 130032 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
McDermott Investment Services, LLC BrokerCheck CRD 154926 ↗
Nationwide Planning Associates Inc. BrokerCheck CRD 31029 ↗
Primex BrokerCheck CRD 29394 ↗
EDGAR ↗
Jul 26, 2018 D
Passco Point DST
File 021-317773
$3,692,500 (est.)$0$6,244,153 (est.)
Passco Point Depositor, LLC will be responsible for paying certain fees and costs of approximately $5,344,153.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jun 26, 2018 D/A
Passco L82 Sarasota DST
File 021-315172
$3,990,000 (est.)$0$6,248,591 (est.)
Passco L82 Sarasota Depositor, LLC will be responsible for paying certain fees and costs of approximately $5,812,209.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗
Advisory Group Equity Services LTD BrokerCheck CRD 15427 ↗
American Investors Company BrokerCheck CRD 38 ↗
Ameritas Investment Corp. BrokerCheck CRD 14869 ↗
Cabot Lodge Securities, LLC BrokerCheck CRD 159712 ↗
Capulent, LLC BrokerCheck CRD 155155 ↗
Centaurus Financial, Inc. BrokerCheck CRD 30833 ↗
Center Street Securities, Inc. BrokerCheck CRD 26898 ↗
Coastal Equities, Inc. BrokerCheck CRD 23769 ↗
Colorado Financial Service Corporation BrokerCheck CRD 104343 ↗
Concorde Investment Services, LLC BrokerCheck CRD 151604 ↗
Courtlandt Securities Corporation BrokerCheck CRD 137356 ↗
Crown Capital Securities BrokerCheck CRD 6312 ↗
DFPG Investments, Inc. BrokerCheck CRD 155576 ↗
Emerson Equity BrokerCheck CRD 130032 ↗
Financial Goal Securities, Inc. BrokerCheck CRD 19066 ↗
FMN Capital Corp. BrokerCheck CRD 38105 ↗
Great Point Capital LLC BrokerCheck CRD 114203 ↗
Huntwicke Securities, LLC BrokerCheck CRD 146993 ↗
Independent Financial Group BrokerCheck CRD 7717 ↗
Innovation Partners, LLC BrokerCheck CRD 146344 ↗
Investacorp, Inc. BrokerCheck CRD 7684 ↗
JRL Capital Corporation BrokerCheck CRD 10225 ↗
Kalos Capital, Inc. BrokerCheck CRD 44337 ↗
Lewis Financial Group, L.C. BrokerCheck CRD 36673 ↗
Lightpath Capital, Inc. BrokerCheck CRD 34617 ↗
Lion Street Financial, LLC BrokerCheck CRD 165828 ↗
Madison Avenue Securities, LLC BrokerCheck CRD 23224 ↗
McDermott Investment Services BrokerCheck CRD 154926 ↗
National Securities Corp. BrokerCheck CRD 7569 ↗
Nationwide Planning Associates BrokerCheck CRD 31029 ↗
Newbridge Securities Corp. BrokerCheck CRD 104065 ↗
PrimeX BrokerCheck CRD 29394 ↗
RCX Capital Group BrokerCheck CRD 114290 ↗
Sandlapper Securities, LLC BrokerCheck CRD 137906 ↗
Silber Bennett Financial, Inc. BrokerCheck CRD 156435 ↗
Somerset Securities, Inc. BrokerCheck CRD 2493 ↗
Taylor Capital Management, Inc. BrokerCheck CRD 43559 ↗
The Strategic Financial Alliance BrokerCheck CRD 126514 ↗
Titan Securities BrokerCheck CRD 131392 ↗
Triad Advisors BrokerCheck CRD 25803 ↗
Wealthforge Securities, LLC BrokerCheck CRD 152550 ↗
WestPark Capital, Inc. BrokerCheck CRD 39914 ↗
Whitehall-Parker Securities, Inc. BrokerCheck CRD 10608 ↗
EDGAR ↗
Mar 30, 2018 D
Passco Merritt DST
File 021-309038
$3,180,625 (est.)$0$5,395,991 (est.)
Passco Merritt Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,850,991.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jan 23, 2018 D
Passco HomePlace DST
File 021-303871
$1,661,750 (est.)$0$4,143,113 (est.)
Passco HomePlace Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,711,863.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Nov 1, 2017 D
Passco Greenwood DST
File 021-297911
$1,690,938 (est.)$0$2,836,492 (est.)
Passco Greenwood Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,681,492.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Oct 25, 2017 D
Passco Watervue DST
File 021-297408
$1,909,688 (est.)$0$3,335,077 (est.)
Passco Watervue Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,025,077.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Aug 30, 2017 D
PASSCO OCEAN DST
File 021-293720
$4,401,250 (est.)$0$10,509,623 (est.)
PASSCO OCEAN DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $7,418,373.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Jul 6, 2017 D
PASSCO PEARCE AT PAVILION DST
File 021-290043
$2,178,750 (est.)$0$4,260,786 (est.)
PASSCO PEARCE AT PAVILION DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,685,786.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Jun 21, 2017 D
PASSCO HAVEN DST
File 021-289194
$2,441,250 (est.)$0$4,807,710 (est.)
PASSCO HAVEN DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $4,507,710.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Jan 24, 2017 D
PASSCO 1000 WEST DST
File 021-279045
$1,815,625 (est.)$0$3,165,559 (est.)
PASSCO 1000 WEST DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $2,880,559.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Jan 6, 2017 D
PASSCO MARISOL DST
File 021-277768
$2,189,688 (est.)$0$4,144,494 (est.)
PASSCO MARISOL DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,594,494.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Dec 2, 2016 D
PASSCO BLOCKS DST
File 021-275537
$3,320,625 (est.)$0$8,321,426 (est.)
PASSCO BLOCKS DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $5,391,426.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Nov 22, 2016 D/A
PASSCO COMPANIES, LLC
File 021-251719
$4,250,000 (est.)$0$0PASSCO CAPITAL, INC BrokerCheck CRD 117323 ↗EDGAR ↗
Sep 13, 2016 D
PASSCO PARKCREST DST
File 021-270553
$3,189,375 (est.)$0$5,921,298 (est.)
PASSCO PARKCREST DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $5,196,298.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Aug 31, 2016 D
PASSCO ALMERIA DST
File 021-269865
$3,751,563 (est.)$0$6,189,826 (est.)
PASSCO ALMERIA DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $5,414,826.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Jul 27, 2016 D
PASSCO VERANDA DST
File 021-267769
$2,141,563 (est.)$0$4,259,040 (est.)
PASSCO VERANDA DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,284,040.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
May 11, 2016 D
PASSCO IVY DST
File 021-262914
$2,342,813 (est.)$0$4,164,951 (est.)
PASSCO IVY DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,714,951.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Apr 18, 2016 D
PASSCO OVERLOOK DST
File 021-261548
$2,524,375 (est.)$0$4,599,428 (est.)
PASSCO OVERLOOK DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,999,428.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Mar 22, 2016 D
PASSCO SHELBY DST
File 021-259732
$2,909,125 (est.)$0$5,458,269 (est.)
PASSCO SHELBY DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $4,958,269.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Dec 31, 2015 D
PASSCO LUXE DST
File 021-254289
$2,224,875 (est.)$0$3,518,039 (est.)
PASSCO LUXE DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,318,039.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Oct 20, 2015 D
PASSCO ESTATES DST
File 021-249724
$2,086,750 (est.)$0$4,190,471 (est.)
PASSCO ESTATES DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,430,471.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Sep 10, 2015 D/A
PASSCO LONE OAK DST
File 021-246102
$1,739,950 (est.)$0$3,329,364 (est.)
PASSCO LONE OAK DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $2,854,364.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Sep 1, 2015 D
PASSCO LEXINGTON DST
File 021-246753
$4,160,750 (est.)$0$7,207,107 (est.)
PASSCO LEXINGTON DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $6,557,107.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Jun 3, 2015 D
PASSCO ARLINGTON DST
File 021-241000
$1,702,125 (est.)$0$3,327,946 (est.)
PASSCO ARLINGTON DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $2,977,946.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Mar 26, 2015 D
PASSCO ST. PETERSBURG DST
File 021-236662
$2,050,625 (est.)$0$3,795,812 (est.)
PASSCO ST. PETERSBURG DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $3,345,812.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Feb 25, 2015 D/A
Passco Columns DST
File 021-219507
$2,115,000 (est.)$0$3,975,663 (est.)
Passco Columns Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,342,113.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Feb 25, 2015 D/A
Passco Vinings DST
File 021-227098
$1,326,000 (est.)$0$2,759,580 (est.)
Passco Vinings Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,434,580.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Feb 18, 2015 D/A
Ovation at Tempe, LLC
File 021-223951
$666,000 (est.)$0$258,500 (est.)Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Feb 13, 2015 D/A
Passco Hickory DST
File 021-224324
$1,576,750 (est.)$0$3,273,026 (est.)
Passco Hickory Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,641,377.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Feb 13, 2015 D/A
Passco Twenty25 DST
File 021-230157
$1,447,125 (est.)$0$2,749,974 (est.)
PASSCO TWENTY25 DEPOSITOR, LLC WILL BE RESPONSIBLE FOR PAYING CERTAIN FEES AND COSTS OF APPROXIMATELY $2,474,974.
PASSCO CAPITAL, INC. BrokerCheck CRD 117323 ↗EDGAR ↗
Aug 20, 2014 D/A
Passco Brier Creek DST
File 021-214783
$1,932,750 (est.)$0$3,783,315 (est.)
Passco Brier Creek Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,171,440.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jan 31, 2014 D/A
Passco Companies Income Fund II, LLC
File 021-184419
$4,750,000 (est.)$0$0Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jan 9, 2014 D/A
Passco Autumn Breeze DST
File 021-197786
$1,827,000 (est.)$0$3,748,461 (est.)
Passco Autumn Breeze Depositor, LLC will be responsible for paying certain fees and costs of approximately $3,089,235.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jan 9, 2014 D/A
Passco Encore at the Park DST
File 021-200081
$1,446,750 (est.)$0$3,025,182 (est.)
Passco Encore at the Park Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,593,620.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Dec 30, 2013 D
Passco Wakefield Glen DST
File 021-208917
$1,759,500 (est.)$0$3,445,155 (est.)
Passco Wakefield Glen Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,930,175.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Dec 9, 2013 D
Passco Vue21 DST
File 021-207604
$2,499,750 (est.)$0$4,245,619 (est.)
Passco Vue21 Depositor, LLC will be responsible for paying certain fees and costs of approximately $4,036,827.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Sep 18, 2013 D
Passco TVO Investor, LLC
File 021-203082
$0$0$0Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Sep 18, 2013 D
Passco TVO Investor, LLC
File 021-203086
$0$0$0Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jan 31, 2013 D
Passco Glen at Alexander DST
File 021-191112
$1,634,000 (est.)$0$3,319,412 (est.)
Passco Glen at Alexander Depositor, LLC will be responsible for paying certain fees/costs of approximately $2,801,050.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jan 11, 2013 D
Passco Rivergate DST
File 021-190033
$1,569,875 (est.)$0$3,283,165 (est.)
Passco Rivergate Depositor, LLC will be responsible for paying certain fees and costs of approximately $2,744,722.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Sep 28, 2012 D
Passco Broad River DST
File 021-184768
$1,199,375 (est.)$0$2,591,842 (est.)
Passco Broad River Depositor, LLC will be responsible for paying certain fees and costs in the amount of approximately $2,189,029.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jul 10, 2012 D
Passco Stonegate DST
File 021-180974
$1,676,750 (est.)$0$3,520,585 (est.)
Passco Stonegate Depositor, LLC will be responsible for paying certain fees and costs in the amount of approximately $3,520,585.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Jun 18, 2012 D
Passco Wolfchase DST
File 021-179885
$1,807,375 (est.)$0$3,123,103 (est.)
Passco Wolfchase Depositor, LLC will be responsible for paying certain fees and costs in the amount of approximately $3,123,103.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Dec 20, 2011 D
Passco Indian Springs DST
File 021-170378
$1,277,750 (est.)$0$2,710,222 (est.)
Passco Indian Springs Depositor, LLC will be responsible for paying certain fees and costs in the amount of approximately $2,310,639. The total amount anticipated to be retaining is $399,583.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Nov 2, 2011 D/A
PASSCO COMPANIES INCOME FUND I LLC
File 021-123899
$1,425,000 (est.)$0$0 (est.)Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Sep 10, 2009 D
Passco Development Fund I, LLC
File 021-98258
$467,500 (est.)$0 (est.)$0 (est.)Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
Aug 3, 2009 D
Passco Apartment REIT, Inc.
File 021-133278
$50,000,000 (est.)$0$78,087,500 (est.)
Includes amounts set forth in Item 15 under Sales Commissions, acquisition fees, origination fees, reimbursements of O&O and acquisition expenses.
Passco Capital, Inc. BrokerCheck CRD 117323 ↗EDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 108 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 2 ownership records · last checked Oct 23, 2026, 9:40 PM ET

0 recorded documents and 2 ownership records matched to Passco in the sources searched.

Owner of record Harris County TX
Parcel 1356470010001 · SPRING, TX · Roll 2026
Owner as listed: PASSCO GRAYSON DST
Matched on: exact company name; Form D zip 92614. HCAD public data page (account 1356470010001) ↗ · Dataset file we read (HCAD Real_acct_owner zip, 212 MB) ↗ · Harris County Appraisal District real_acct.txt · Retrieved Oct 23, 2026, 8:58 PM ET
Owner of record Hillsborough County FL
Parcel 182715A4E000000B00001U · LUTZ, FL · Roll 2026
Owner as listed: PASSCO ALTIS PROMENADE DST
Matched on: exact company name; Form D zip 92614. Hillsborough County Property Appraiser search (parcel 182715A4E000000B00001U) ↗ · Dataset file we read (FL DOR NAL zip, 40 MB) ↗ · Florida DOR NAL roll (Hillsborough 39) · Retrieved Oct 23, 2026, 8:54 PM ET

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Sources searched: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) — last checked Oct 23, 2026, 9:40 PM ET · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) — last checked Oct 23, 2026, 9:40 PM ET · NYC PLUTO ownership via NYC Open Data (64uk-42ks) — last checked Oct 23, 2026, 9:40 PM ET · Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET · Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET · Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET · Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗PA Passco Apartment REIT, Inc.shared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAREITS and Finance1$00No minimum reported2009–2009
EDGAR ↗PD Passco Development Fund I, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAOther Real Estate1$01$50,0002009–2009
EDGAR ↗PC PASSCO COMPANIES INCOME FUND I LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesIRVINE, CACommercial2$20,176,470337$25,0002010–2011
EDGAR ↗PI Passco Indian Springs DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$1,877,0008$25,0002011–2011
EDGAR ↗PW Passco Wolfchase DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$00$25,0002012–2012
EDGAR ↗PS Passco Stonegate DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$00$25,0002012–2012
EDGAR ↗PC Passco Companies Income Fund II, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesIRVINE, CACommercial3$6,107,000
offering $50,000,000 · similar: $1,815,000–$10,000,000
92
similar: 7–33
$25,000
similar: $20,000–$50,000
2012–2014
EDGAR ↗PB Passco Broad River DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$00$25,0002012–2012
EDGAR ↗PR Passco Rivergate DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$00$25,0002013–2013
EDGAR ↗PG Passco Glen at Alexander DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$00$25,0002013–2013
EDGAR ↗PA Passco Autumn Breeze DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential2$20,300,000
offering $20,300,000 · similar: $1,675,000–$12,980,153
90
similar: 5–37
$25,000
similar: $25,000–$86,942
2013–2014
EDGAR ↗PE Passco Encore at the Park DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesIRVINE, CAResidential2$16,075,000
offering $16,075,000 · similar: $1,675,000–$12,980,153
71
similar: 5–37
$25,000
similar: $25,000–$86,942
2013–2014
EDGAR ↗PT Passco TVO Investor, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CACommercial2$570,11434No minimum reported2013–2013
EDGAR ↗PV Passco Vue21 DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$0
offering $27,775,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2013–2013
EDGAR ↗PW Passco Wakefield Glen DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$0
offering $19,550,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2013–2013
EDGAR ↗PB Passco Brier Creek DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential2$11,155,200
offering $21,475,000 · similar: $1,675,000–$12,980,153
38
similar: 5–37
$25,000
similar: $25,000–$86,942
2014–2014
EDGAR ↗PC Passco Columns DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential3$21,839,125
offering $23,500,000 · similar: $1,675,000–$12,980,153
77
similar: 5–37
$25,000
similar: $25,000–$86,942
2014–2015
EDGAR ↗OA Ovation at Tempe, LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential2$4,673,040
offering $7,400,000 · similar: $4,000,000–$20,000,000
53
similar: 4–46
$25,000
similar: $25,000–$100,000
2014–2015
EDGAR ↗PH Passco Hickory DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential2$18,550,000
offering $18,550,000 · similar: $1,675,000–$12,980,153
61
similar: 5–37
$25,000
similar: $25,000–$86,942
2014–2015
EDGAR ↗PV Passco Vinings DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential2$6,096,650
offering $15,600,000 · similar: $1,675,000–$12,980,153
23
similar: 5–37
$25,000
similar: $25,000–$86,942
2014–2015
EDGAR ↗PT Passco Twenty25 DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential2$11,598,125
offering $17,025,000 · similar: $1,675,000–$12,980,153
29
similar: 5–37
$25,000
similar: $25,000–$86,942
2014–2015
EDGAR ↗PS PASSCO ST. PETERSBURG DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$260,250
offering $24,125,000 · similar: $1,675,000–$12,980,153
1
similar: 5–37
$25,000
similar: $25,000–$86,942
2015–2015
EDGAR ↗PA PASSCO ARLINGTON DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $20,025,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2015–2015
EDGAR ↗PL PASSCO LONE OAK DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$0
offering $20,470,000 · similar: $1,675,000–$12,980,153
16
similar: 5–37
$25,000
similar: $25,000–$86,942
2015–2015
EDGAR ↗PL PASSCO LEXINGTON DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$509,000
offering $48,950,000 · similar: $1,675,000–$12,980,153
1
similar: 5–37
$25,000
similar: $25,000–$86,942
2015–2015
EDGAR ↗PE PASSCO ESTATES DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $24,550,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2015–2015
EDGAR ↗PC PASSCO COMPANIES, LLCshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesIRVINE, CAOther Real Estate3$60,000,000
offering $60,000,000 · similar: $2,250,000–$16,950,000
425
similar: 5–32
No minimum reported
similar: $15,000–$100,000
2015–2022
EDGAR ↗PL PASSCO LUXE DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $26,175,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2015–2015
EDGAR ↗PS PASSCO SHELBY DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $34,225,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2016–2016
EDGAR ↗PO PASSCO OVERLOOK DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $28,850,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2016–2016
EDGAR ↗PI PASSCO IVY DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $26,700,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2016–2016
EDGAR ↗PV PASSCO VERANDA DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $24,475,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2016–2016
EDGAR ↗PA PASSCO ALMERIA DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $42,875,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2016–2016
EDGAR ↗PP PASSCO PARKCREST DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $36,450,000 · similar: $1,675,000–$12,980,153
1
similar: 5–37
$25,000
similar: $25,000–$86,942
2016–2016
EDGAR ↗PB PASSCO BLOCKS DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $37,950,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2016–2016
EDGAR ↗PM PASSCO MARISOL DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $25,025,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2017–2017
EDGAR ↗P1 PASSCO 1000 WEST DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesIRVINE, CAResidential1$0
offering $20,750,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2017–2017
EDGAR ↗PL PASSCO LONGITUDE DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$26,175,000
offering $26,175,000 · similar: $1,675,000–$12,980,153
110
similar: 5–37
$25,000
similar: $25,000–$86,942
2017–2019
EDGAR ↗PV PASSCO VOYAGER DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$27,500,000
offering $27,500,000 · similar: $1,675,000–$12,980,153
93
similar: 5–37
$25,000
similar: $25,000–$86,942
2017–2019
EDGAR ↗PH PASSCO HAVEN DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$430,000
offering $27,900,000 · similar: $1,675,000–$12,980,153
1
similar: 5–37
$25,000
similar: $25,000–$86,942
2017–2017
EDGAR ↗PP PASSCO PEARCE AT PAVILION DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$80,910
offering $24,900,000 · similar: $1,675,000–$12,980,153
1
similar: 5–37
$25,000
similar: $25,000–$86,942
2017–2017
EDGAR ↗PO PASSCO OCEAN DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $50,300,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2017–2017
EDGAR ↗PP Passco Parker DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$53,000,000
offering $53,000,000 · similar: $1,675,000–$12,980,153
132
similar: 5–37
$25,000
similar: $25,000–$86,942
2017–2019
EDGAR ↗PW Passco Watervue DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $21,825,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2017–2017
EDGAR ↗PG Passco Greenwood DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $19,325,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2017–2017
EDGAR ↗PM Passco Mariner DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$30,800,000
offering $30,800,000 · similar: $1,675,000–$12,980,153
89
similar: 5–37
$25,000
similar: $25,000–$86,942
2018–2019
EDGAR ↗PH Passco HomePlace DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $19,550,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2018–2018
EDGAR ↗PM Passco Merritt DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $36,350,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2018–2018
EDGAR ↗PR Passco River Oaks Self Storage DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CACommercial2$10,410,000
offering $10,410,000 · similar: $1,815,000–$10,000,000
54
similar: 7–33
$25,000
similar: $20,000–$50,000
2018–2020
EDGAR ↗PL Passco L82 Sarasota DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$300,000
offering $45,475,000 · similar: $1,675,000–$12,980,153
2
similar: 5–37
$25,000
similar: $25,000–$86,942
2018–2018
EDGAR ↗PG Passco Germantown LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential2$15,800,000
offering $15,800,000 · similar: $1,675,000–$12,980,153
245
similar: 5–37
$25,000
similar: $25,000–$86,942
2018–2020
EDGAR ↗PP Passco Point DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $42,200,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2018–2018
EDGAR ↗PD Passco District Lofts DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $33,250,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2018–2018
EDGAR ↗PC Passco Carolina Forest DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $24,900,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2018–2018
EDGAR ↗PA Passco Asheville Exchange DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$28,325,000
offering $28,325,000 · similar: $1,675,000–$12,980,153
70
similar: 5–37
$25,000
similar: $25,000–$86,942
2018–2020
EDGAR ↗PS Passco Sea Glass DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesIRVINE, CAResidential2$30,600,000
offering $30,600,000 · similar: $1,675,000–$12,980,153
73
similar: 5–37
$25,000
similar: $25,000–$86,942
2018–2020
EDGAR ↗PP Passco Palm Desert LLCshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential3$25,825,000
offering $25,825,000 · similar: $1,675,000–$12,980,153
395
similar: 5–37
$25,000
similar: $25,000–$86,942
2019–2020
EDGAR ↗PF Passco Fritz Farm DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$37,475,000
offering $37,475,000 · similar: $1,675,000–$12,980,153
111
similar: 5–37
$25,000
similar: $25,000–$86,942
2019–2020
EDGAR ↗PG Passco Grayson DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$30,400,000
offering $30,400,000 · similar: $1,675,000–$12,980,153
120
similar: 5–37
$25,000
similar: $25,000–$86,942
2019–2020
EDGAR ↗PT Passco Tribute DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$47,650,000
offering $47,650,000 · similar: $1,675,000–$12,980,153
134
similar: 5–37
$25,000
similar: $25,000–$86,942
2019–2020
EDGAR ↗PL Passco Legacy DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential3$33,450,000
offering $33,450,000 · similar: $1,675,000–$12,980,153
124
similar: 5–37
$25,000
similar: $25,000–$86,942
2019–2020
EDGAR ↗PG Passco Grand Oaks DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$29,525,000
offering $29,525,000 · similar: $1,675,000–$12,980,153
75
similar: 5–37
$25,000
similar: $25,000–$86,942
2019–2020
EDGAR ↗PS Passco Sapphire Bay DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$35,825,000
offering $35,825,000 · similar: $1,675,000–$12,980,153
110
similar: 5–37
$25,000
similar: $25,000–$86,942
2019–2020
EDGAR ↗PT Passco Turkey Creek DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$20,200,000
offering $20,200,000 · similar: $1,675,000–$12,980,153
54
similar: 5–37
$25,000
similar: $25,000–$86,942
2019–2020
EDGAR ↗PP Passco Park 35 DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIrvine, CAResidential2$39,425,000
offering $39,425,000 · similar: $1,675,000–$12,980,153
96
similar: 5–37
$25,000
similar: $25,000–$86,942
2019–2020
EDGAR ↗PL Passco Lakeview Villas DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$23,825,000
offering $23,825,000 · similar: $1,675,000–$12,980,153
63
similar: 5–37
$25,000
similar: $25,000–$86,942
2019–2020
EDGAR ↗PB Passco Buckhead DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$53,975,000
offering $53,975,000 · similar: $1,675,000–$12,980,153
121
similar: 5–37
$25,000
similar: $25,000–$86,942
2019–2020
EDGAR ↗PM Passco Mellody Farm DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$41,425,000
offering $41,425,000 · similar: $1,675,000–$12,980,153
139
similar: 5–37
$25,000
similar: $25,000–$86,942
2020–2020
EDGAR ↗PN Passco Nocatee DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$28,525,000
offering $28,525,000 · similar: $1,675,000–$12,980,153
83
similar: 5–37
$25,000
similar: $25,000–$86,942
2020–2020
EDGAR ↗PO Passco One Hampton DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesIRVINE, CAResidential1$1,008,200
offering $38,325,000 · similar: $1,675,000–$12,980,153
3
similar: 5–37
$25,000
similar: $25,000–$86,942
2020–2020
EDGAR ↗PP Passco Preserve DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$30,375,000
offering $30,375,000 · similar: $1,675,000–$12,980,153
91
similar: 5–37
$25,000
similar: $25,000–$86,942
2020–2021
EDGAR ↗PC Passco Cypress Creek DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$350,000
offering $37,475,000 · similar: $1,675,000–$12,980,153
1
similar: 5–37
$25,000
similar: $25,000–$86,942
2020–2020
EDGAR ↗PS Passco San Antonio DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $36,250,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2021–2021
EDGAR ↗PM Passco Mill at New Holland DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $38,775,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2021–2021
EDGAR ↗PC Passco Chesterfield DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$246,616
offering $57,425,000 · similar: $1,675,000–$12,980,153
1
similar: 5–37
$25,000
similar: $25,000–$86,942
2021–2021
EDGAR ↗PL Passco Little Rock DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$0
offering $34,125,000 · similar: $1,675,000–$12,980,153
3
similar: 5–37
$25,000
similar: $25,000–$86,942
2021–2021
EDGAR ↗PA Passco Altis Promenade DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$0
offering $54,300,000 · similar: $1,675,000–$12,980,153
3
similar: 5–37
$25,000
similar: $25,000–$86,942
2021–2021
EDGAR ↗PC Passco Collins DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$0
offering $32,800,000 · similar: $1,675,000–$12,980,153
3
similar: 5–37
$25,000
similar: $25,000–$86,942
2021–2021
EDGAR ↗PB Passco Braselton DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$0
offering $37,675,000 · similar: $1,675,000–$12,980,153
3
similar: 5–37
$25,000
similar: $25,000–$86,942
2021–2021
EDGAR ↗PV Passco Vecina DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$1,842,543
offering $35,875,000 · similar: $1,675,000–$12,980,153
6
similar: 5–37
$25,000
similar: $25,000–$86,942
2021–2021
EDGAR ↗PA Passco Aventine DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$4,306,654
offering $43,450,000 · similar: $1,675,000–$12,980,153
3
similar: 5–37
$25,000
similar: $25,000–$86,942
2021–2021
EDGAR ↗PJ Passco Jennings Mill DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$3,299,556
offering $50,225,000 · similar: $1,675,000–$12,980,153
3
similar: 5–37
$25,000
similar: $25,000–$86,942
2021–2021
EDGAR ↗PL Passco Long Farm DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$0
offering $30,000,000 · similar: $1,675,000–$12,980,153
3
similar: 5–37
$25,000
similar: $25,000–$86,942
2021–2021
EDGAR ↗PS Passco Sweetwater DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $31,825,000 · similar: $1,675,000–$12,980,153
3
similar: 5–37
$25,000
similar: $25,000–$86,942
2021–2021
EDGAR ↗PW Passco Woodland Lakes DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $42,300,000 · similar: $1,675,000–$12,980,153
3
similar: 5–37
$25,000
similar: $25,000–$86,942
2021–2021
EDGAR ↗PN Passco Northridge DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $33,975,000 · similar: $1,675,000–$12,980,153
3
similar: 5–37
$25,000
similar: $25,000–$86,942
2022–2022
EDGAR ↗PE Passco Estelle DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$0
offering $67,100,000 · similar: $4,000,000–$20,000,000
3
similar: 4–46
$25,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗PC Passco Canal DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$0
offering $93,650,000 · similar: $4,000,000–$20,000,000
3
similar: 4–46
$25,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗PS Passco Sawgrass DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$0
offering $59,775,000 · similar: $4,000,000–$20,000,000
3
similar: 4–46
$25,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗PC Passco Cadence DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential2$0
offering $67,600,000 · similar: $4,000,000–$20,000,000
3
similar: 4–46
$25,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗PV Passco Velo DSTshared principal (person on 60+ issuers) at the same address or management entity, same business addressIRVINE, CAResidential1$0
offering $51,150,000 · similar: $4,000,000–$20,000,000
3
similar: 4–46
$25,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗PR Passco Riverhouse DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$0
offering $31,300,000 · similar: $4,000,000–$20,000,000
3
similar: 4–46
$25,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗PS Passco Sea Sound DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesIRVINE, CAResidential1$0
offering $59,250,000 · similar: $4,000,000–$20,000,000
0
similar: 4–46
$25,000
similar: $25,000–$100,000
2022–2022
EDGAR ↗PW Passco West Knoxville DSTshared principal (person on 60+ issuers) at the same address or management entity, same business address, similar issuer namesIRVINE, CAResidential1$0
offering $31,800,000 · similar: $4,000,000–$20,000,000
0
similar: 4–46
$25,000
similar: $25,000–$100,000
2023–2023
EDGAR ↗PS Passco Springhouse DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$0
offering $30,850,000 · similar: $4,000,000–$20,000,000
0
similar: 4–46
$25,000
similar: $25,000–$100,000
2023–2023
EDGAR ↗PO Passco One Riverwalk DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesIRVINE, CAResidential1$916,001
offering $74,700,000 · similar: $4,000,000–$20,000,000
3
similar: 4–46
$25,000
similar: $25,000–$100,000
2023–2023
EDGAR ↗PC Passco Cortona DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$0
offering $41,575,000 · similar: $4,000,000–$20,000,000
0
similar: 4–46
$25,000
similar: $25,000–$100,000
2023–2023
EDGAR ↗PC Passco Chestnut Farm DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$0
offering $38,675,000 · similar: $4,000,000–$20,000,000
0
similar: 4–46
$25,000
similar: $25,000–$100,000
2024–2024
EDGAR ↗PC Passco Covington Ridge DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$0
offering $41,475,000 · similar: $4,000,000–$20,000,000
0
similar: 4–46
$25,000
similar: $25,000–$100,000
2024–2024
EDGAR ↗PT PASSCO TURFWAY DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential2$0
offering $50,725,000 · similar: $4,000,000–$20,000,000
0
similar: 4–46
$25,000
similar: $25,000–$100,000
2025–2025
EDGAR ↗PE PASSCO ENCORE DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business address, similar issuer namesIRVINE, CAResidential1$0
offering $42,475,000 · similar: $4,000,000–$20,000,000
0
similar: 4–46
$25,000
similar: $25,000–$100,000
2025–2025
EDGAR ↗PM PASSCO MERRIMACK DSTshared people, shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$0
offering $53,225,000 · similar: $4,000,000–$20,000,000
0
similar: 4–46
$25,000
similar: $25,000–$100,000
2025–2025
EDGAR ↗PP Passco Prism DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential2$59,000,000
offering $59,000,000 · similar: $4,000,000–$20,000,000
91
similar: 4–46
$25,000
similar: $25,000–$100,000
2025–2026
EDGAR ↗PV Passco Vero Beach DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential2$53,525,000
offering $53,525,000 · similar: $4,000,000–$20,000,000
116
similar: 4–46
$25,000
similar: $25,000–$100,000
2025–2026
EDGAR ↗PR Passco Riverside DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$6,000,000
offering $48,900,000 · similar: $4,000,000–$20,000,000
1
similar: 4–46
$25,000
similar: $25,000–$100,000
2025–2025
EDGAR ↗PP Passco Preston Ridge DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$0
offering $44,350,000 · similar: $4,000,000–$20,000,000
0
similar: 4–46
$25,000
similar: $25,000–$100,000
2026–2026
EDGAR ↗PT Passco Toscana DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential2$546,807
offering $77,400,000 · similar: $1,675,000–$12,980,153
12
similar: 5–37
$25,000
similar: $25,000–$86,942
2026–2026
EDGAR ↗PA Passco Allure DSTshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, same business addressIRVINE, CAResidential1$0
offering $58,575,000 · similar: $1,675,000–$12,980,153
0
similar: 5–37
$25,000
similar: $25,000–$86,942
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Real Estate / 506(b) (5,033 filings); Commercial / 506(b) (6,713 filings); Residential / 506(b) (4,183 filings); Residential / 506(c) (1,237 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗May 28, 2026Passco Toscana DSTD/AResidential$77,400,000$546,807
EDGAR ↗May 20, 2026Passco Allure DSTDResidential$58,575,000$0
EDGAR ↗Mar 31, 2026Passco Vero Beach DSTD/AResidential$53,525,000$53,525,000
EDGAR ↗Mar 17, 2026Passco Toscana DSTDResidential$77,400,000$0
EDGAR ↗Mar 4, 2026Passco Prism DSTD/AResidential$59,000,000$59,000,000
EDGAR ↗Jan 21, 2026Passco Preston Ridge DSTDResidential$44,350,000$0
EDGAR ↗Dec 29, 2025Passco Riverside DSTDResidential$48,900,000$6,000,000
EDGAR ↗Oct 1, 2025Passco Vero Beach DSTDResidential$53,525,000$4,205,606
EDGAR ↗Jul 8, 2025Passco Prism DSTDResidential$59,000,000$0
EDGAR ↗Mar 19, 2025PASSCO MERRIMACK DSTDResidential$53,225,000$0
EDGAR ↗Jan 15, 2025PASSCO ENCORE DSTDResidential$42,475,000$0
EDGAR ↗Jan 13, 2025PASSCO TURFWAY DSTDResidential$50,725,000$0
EDGAR ↗Jan 8, 2025PASSCO TURFWAY DSTDResidential$50,725,000$0
EDGAR ↗Sep 3, 2024Passco Covington Ridge DSTDResidential$41,475,000$0
EDGAR ↗Jun 26, 2024Passco Chestnut Farm DSTDResidential$38,675,000$0
EDGAR ↗Dec 7, 2023Passco Cortona DSTDResidential$41,575,000$0
EDGAR ↗Nov 14, 2023Passco One Riverwalk DSTDResidential$74,700,000$916,001
EDGAR ↗Aug 2, 2023Passco Springhouse DSTDResidential$30,850,000$0
EDGAR ↗May 2, 2023Passco West Knoxville DSTDResidential$31,800,000$0
EDGAR ↗Dec 13, 2022Passco Sea Sound DSTDResidential$59,250,000$0
EDGAR ↗Sep 16, 2022Passco Riverhouse DSTDResidential$31,300,000$0
EDGAR ↗Sep 15, 2022Passco Sawgrass DSTD/AResidential$59,775,000$0
EDGAR ↗Sep 14, 2022Passco Estelle DSTD/AResidential$67,100,000$0
EDGAR ↗Sep 14, 2022Passco Canal DSTD/AResidential$93,650,000$0
EDGAR ↗Sep 14, 2022Passco Cadence DSTD/AResidential$67,600,000$0
EDGAR ↗Aug 1, 2022Passco Velo DSTDResidential$51,150,000$0
EDGAR ↗Jul 25, 2022Passco Cadence DSTDResidential$67,600,000$0
EDGAR ↗Jul 1, 2022Passco Sawgrass DSTDResidential$59,775,000$0
EDGAR ↗May 17, 2022Passco Canal DSTDResidential$93,650,000$0
EDGAR ↗May 17, 2022Passco Estelle DSTDResidential$67,100,000$0
EDGAR ↗Jan 28, 2022Passco Northridge DSTDResidential$33,975,000$0
EDGAR ↗Jan 21, 2022PASSCO COMPANIES, LLCDOther Real Estate$60,000,000$60,000,000
EDGAR ↗Dec 28, 2021Passco Woodland Lakes DSTDResidential$42,300,000$0
EDGAR ↗Dec 28, 2021Passco Sweetwater DSTDResidential$31,825,000$0
EDGAR ↗Nov 5, 2021Passco Long Farm DSTDResidential$30,000,000$0
EDGAR ↗Oct 26, 2021Passco Jennings Mill DSTDResidential$50,225,000$3,299,556
EDGAR ↗Oct 21, 2021Passco Aventine DSTDResidential$43,450,000$4,306,654
EDGAR ↗Sep 29, 2021Passco Vecina DSTDResidential$35,875,000$1,842,543
EDGAR ↗Aug 2, 2021Passco Braselton DSTDResidential$37,675,000$0
EDGAR ↗Jul 20, 2021Passco Collins DSTDResidential$32,800,000$0
EDGAR ↗Jul 8, 2021Passco Altis Promenade DSTDResidential$54,300,000$0
EDGAR ↗Jun 28, 2021Passco Little Rock DSTDResidential$34,125,000$0
EDGAR ↗Apr 12, 2021Passco Chesterfield DSTDResidential$57,425,000$246,616
EDGAR ↗Feb 24, 2021Passco Preserve DSTD/AResidential$30,375,000$30,375,000
EDGAR ↗Feb 17, 2021Passco Mill at New Holland DSTDResidential$38,775,000$0
EDGAR ↗Jan 26, 2021Passco San Antonio DSTDResidential$36,250,000$0
EDGAR ↗Dec 16, 2020Passco Cypress Creek DSTDResidential$37,475,000$350,000
EDGAR ↗Oct 23, 2020Passco Preserve DSTDResidential$30,375,000$0
EDGAR ↗Oct 16, 2020Passco Nocatee DSTD/AResidential$28,525,000$28,525,000
EDGAR ↗Oct 9, 2020Passco Sea Glass DSTD/AResidential$30,600,000$30,600,000
EDGAR ↗Oct 7, 2020Passco One Hampton DSTDResidential$38,325,000$1,008,200
EDGAR ↗Sep 14, 2020Passco Mellody Farm DSTD/AResidential$41,425,000$41,425,000
EDGAR ↗Sep 3, 2020Passco Lakeview Villas DSTD/AResidential$23,825,000$23,825,000
EDGAR ↗Sep 1, 2020Passco Buckhead DSTD/AResidential$53,975,000$53,975,000
EDGAR ↗Aug 10, 2020Passco Asheville Exchange DSTD/AResidential$28,325,000$28,325,000
EDGAR ↗Jul 29, 2020Passco Germantown LLCD/AResidential$15,800,000$15,800,000
EDGAR ↗Jul 27, 2020Passco Park 35 DSTD/AResidential$39,425,000$39,425,000
EDGAR ↗Jun 5, 2020Passco Fritz Farm DSTD/AResidential$37,475,000$37,475,000
EDGAR ↗May 22, 2020Passco Grayson DSTD/AResidential$30,400,000$30,400,000
EDGAR ↗May 19, 2020Passco River Oaks Self Storage DSTD/ACommercial$10,410,000$10,410,000
EDGAR ↗May 13, 2020Passco Palm Desert LLCD/AResidential$25,825,000$25,825,000
EDGAR ↗May 13, 2020Passco Palm Desert LLCD/AResidential$25,825,000$25,825,000
EDGAR ↗Apr 20, 2020Passco Sapphire Bay DSTD/AResidential$35,825,000$35,825,000
EDGAR ↗Apr 9, 2020Passco Nocatee DSTDResidential$28,525,000$0
EDGAR ↗Apr 8, 2020Passco Turkey Creek DSTD/AResidential$20,200,000$20,200,000
EDGAR ↗Mar 30, 2020Passco Tribute DSTD/AResidential$47,650,000$47,650,000
EDGAR ↗Mar 19, 2020Passco Grand Oaks DSTD/AResidential$29,525,000$29,525,000
EDGAR ↗Mar 10, 2020Passco Legacy DSTD/AResidential$33,450,000$33,450,000
EDGAR ↗Mar 10, 2020Passco Legacy DSTD/AResidential$33,450,000$0
EDGAR ↗Jan 22, 2020Passco Mellody Farm DSTDResidential$41,425,000$500,255
EDGAR ↗Dec 31, 2019Passco Buckhead DSTDResidential$53,975,000$14,308,088
EDGAR ↗Nov 8, 2019Passco Lakeview Villas DSTDResidential$23,825,000$0
EDGAR ↗Nov 5, 2019Passco Park 35 DSTDResidential$39,425,000$0
EDGAR ↗Oct 25, 2019Passco Turkey Creek DSTDResidential$20,200,000$0
EDGAR ↗Sep 3, 2019Passco Sapphire Bay DSTDResidential$35,825,000$0
EDGAR ↗Aug 16, 2019Passco Grand Oaks DSTDResidential$29,525,000$0
EDGAR ↗Jul 12, 2019Passco Legacy DSTDResidential$33,450,000$0
EDGAR ↗Jul 1, 2019Passco Tribute DSTDResidential$47,650,000$575,250
EDGAR ↗May 20, 2019Passco Grayson DSTDResidential$30,400,000$0
EDGAR ↗May 2, 2019Passco Parker DSTD/AResidential$53,000,000$53,000,000
EDGAR ↗Apr 26, 2019Passco Mariner DSTD/AResidential$30,800,000$30,800,000
EDGAR ↗Apr 4, 2019PASSCO VOYAGER DSTD/AResidential$27,500,000$27,500,000
EDGAR ↗Mar 27, 2019Passco Fritz Farm DSTDResidential$37,475,000$0
EDGAR ↗Mar 21, 2019Passco Palm Desert LLCDResidential$25,825,000$0
EDGAR ↗Jan 4, 2019PASSCO LONGITUDE DSTD/AResidential$26,175,000$26,175,000
EDGAR ↗Dec 13, 2018Passco Sea Glass DSTDResidential$30,600,000$0
EDGAR ↗Nov 6, 2018Passco Asheville Exchange DSTDResidential$28,325,000$0
EDGAR ↗Oct 19, 2018Passco Carolina Forest DSTDResidential$24,900,000$0
EDGAR ↗Sep 21, 2018Passco District Lofts DSTDResidential$33,250,000$0
EDGAR ↗Jul 26, 2018Passco Point DSTDResidential$42,200,000$0
EDGAR ↗Jul 16, 2018Passco Germantown LLCDResidential$15,800,000$0
EDGAR ↗Jun 26, 2018Passco L82 Sarasota DSTD/AResidential$45,475,000$300,000
EDGAR ↗Jun 22, 2018Passco L82 Sarasota DSTDResidential$45,600,000$300,000
EDGAR ↗Apr 27, 2018Passco River Oaks Self Storage DSTDCommercial$10,410,000$0
EDGAR ↗Mar 30, 2018Passco Merritt DSTDResidential$36,350,000$0
EDGAR ↗Jan 23, 2018Passco HomePlace DSTDResidential$19,550,000$0
EDGAR ↗Jan 9, 2018Passco Mariner DSTDResidential$30,800,000$0
EDGAR ↗Nov 1, 2017Passco Greenwood DSTDResidential$19,325,000$0
EDGAR ↗Oct 25, 2017Passco Watervue DSTDResidential$21,825,000$0
EDGAR ↗Oct 16, 2017Passco Parker DSTDResidential$53,000,000$8,584,846
EDGAR ↗Aug 30, 2017PASSCO OCEAN DSTDResidential$50,300,000$0
EDGAR ↗Jul 6, 2017PASSCO PEARCE AT PAVILION DSTDResidential$24,900,000$80,910
EDGAR ↗Jun 21, 2017PASSCO HAVEN DSTDResidential$27,900,000$430,000
EDGAR ↗Jun 13, 2017PASSCO VOYAGER DSTDResidential$27,500,000$0
EDGAR ↗May 23, 2017PASSCO LONGITUDE DSTDResidential$26,175,000$0
EDGAR ↗Jan 24, 2017PASSCO 1000 WEST DSTDResidential$20,750,000$0
EDGAR ↗Jan 6, 2017PASSCO MARISOL DSTDResidential$25,025,000$0
EDGAR ↗Dec 2, 2016PASSCO BLOCKS DSTDResidential$37,950,000$0
EDGAR ↗Nov 22, 2016PASSCO COMPANIES, LLCD/AOther Real Estate$50,000,000$32,098,000
EDGAR ↗Sep 13, 2016PASSCO PARKCREST DSTDResidential$36,450,000$0
EDGAR ↗Aug 31, 2016PASSCO ALMERIA DSTDResidential$42,875,000$0
EDGAR ↗Jul 27, 2016PASSCO VERANDA DSTDResidential$24,475,000$0
EDGAR ↗May 11, 2016PASSCO IVY DSTDResidential$26,700,000$0
EDGAR ↗Apr 18, 2016PASSCO OVERLOOK DSTDResidential$28,850,000$0
EDGAR ↗Mar 22, 2016PASSCO SHELBY DSTDResidential$34,225,000$0
EDGAR ↗Dec 31, 2015PASSCO LUXE DSTDResidential$26,175,000$0
EDGAR ↗Nov 23, 2015PASSCO COMPANIES, LLCDOther Real Estate$50,000,000$0
EDGAR ↗Oct 20, 2015PASSCO ESTATES DSTDResidential$24,550,000$0
EDGAR ↗Sep 10, 2015PASSCO LONE OAK DSTD/AResidential$20,470,000$0
EDGAR ↗Sep 1, 2015PASSCO LEXINGTON DSTDResidential$48,950,000$509,000
EDGAR ↗Aug 19, 2015PASSCO LONE OAK DSTDResidential$20,400,000$0
EDGAR ↗Jun 3, 2015PASSCO ARLINGTON DSTDResidential$20,025,000$0
EDGAR ↗Mar 26, 2015PASSCO ST. PETERSBURG DSTDResidential$24,125,000$260,250
EDGAR ↗Feb 25, 2015Passco Vinings DSTD/AResidential$15,600,000$6,096,650
EDGAR ↗Feb 25, 2015Passco Columns DSTD/AResidential$23,500,000$21,839,125
EDGAR ↗Feb 18, 2015Ovation at Tempe, LLCD/AResidential$7,400,000$4,673,040
EDGAR ↗Feb 13, 2015Passco Twenty25 DSTD/AResidential$17,025,000$11,598,125
EDGAR ↗Feb 13, 2015Passco Hickory DSTD/AResidential$18,550,000$18,550,000
EDGAR ↗Dec 16, 2014Passco Twenty25 DSTDResidential$17,025,000$0
EDGAR ↗Oct 24, 2014Passco Vinings DSTDResidential$15,600,000$0
EDGAR ↗Sep 9, 2014Passco Hickory DSTDResidential$18,550,000$0
EDGAR ↗Sep 2, 2014Ovation at Tempe, LLCDResidential$7,400,000$1,709,890
EDGAR ↗Aug 20, 2014Passco Brier Creek DSTD/AResidential$21,475,000$11,155,200
EDGAR ↗Jul 1, 2014Passco Columns DSTD/AResidential$23,500,000$0
EDGAR ↗Jun 19, 2014Passco Columns DSTDResidential$23,500,000$0
EDGAR ↗Apr 3, 2014Passco Brier Creek DSTDResidential$21,475,000$0
EDGAR ↗Jan 31, 2014Passco Companies Income Fund II, LLCD/ACommercial$50,000,000$6,107,000
EDGAR ↗Jan 9, 2014Passco Encore at the Park DSTD/AResidential$16,075,000$16,075,000
EDGAR ↗Jan 9, 2014Passco Autumn Breeze DSTD/AResidential$20,300,000$20,300,000
EDGAR ↗Dec 30, 2013Passco Wakefield Glen DSTDResidential$19,550,000$0
EDGAR ↗Dec 9, 2013Passco Vue21 DSTDResidential$27,775,000$0
EDGAR ↗Sep 18, 2013Passco TVO Investor, LLCDCommercial$2,549,000$570,114
EDGAR ↗Sep 18, 2013Passco TVO Investor, LLCDCommercial$1,000$1,000
EDGAR ↗Sep 6, 2013Passco Companies Income Fund II, LLCD/ACommercial$50,000,000$4,157,000
EDGAR ↗Jul 23, 2013Passco Encore at the Park DSTDResidential$16,075,000$0
EDGAR ↗Jun 11, 2013Passco Autumn Breeze DSTDResidential$20,300,000$0
EDGAR ↗Jan 31, 2013Passco Glen at Alexander DSTDResidential$17,200,000$0
EDGAR ↗Jan 11, 2013Passco Rivergate DSTDResidential$16,525,000$0
EDGAR ↗Sep 28, 2012Passco Broad River DSTDResidential$12,625,000$0
EDGAR ↗Sep 20, 2012Passco Companies Income Fund II, LLCDCommercial$50,000,000$0
EDGAR ↗Jul 10, 2012Passco Stonegate DSTDResidential$17,650,000$0
EDGAR ↗Jun 18, 2012Passco Wolfchase DSTDResidential$19,025,000$0
EDGAR ↗Dec 20, 2011Passco Indian Springs DSTDResidential$13,450,000$1,877,000
EDGAR ↗Nov 2, 2011PASSCO COMPANIES INCOME FUND I LLCD/ACommercial$25,000,000$20,176,470
EDGAR ↗Jul 21, 2010PASSCO COMPANIES INCOME FUND I LLCD/ACommercial$15,000,000$8,560,000
EDGAR ↗Sep 10, 2009Passco Development Fund I, LLCDOther Real Estate$5,500,000$0
EDGAR ↗Aug 3, 2009Passco Apartment REIT, Inc.DREITS and Finance$500,000,000$0

Activity: 4 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing May 28, 2026. Industry history, as reported on each offering's latest filing: Previous offerings: REITS and Finance (2009), Other Real Estate (2009), Commercial (2010), Residential (2011–2012), Commercial (2012), Residential (2012–2013), Commercial (2013), Residential (2013–2015), Other Real Estate (2015), Residential (2015–2018), Commercial (2018), Residential (2018–2021), Other Real Estate (2022). Latest offering: Residential (2022–2026; most recent May 20, 2026).

People across the group

NameRolesIssuers hereFirst → last listed
TJ Thomas B. JahnckeExecutive Officer107Aug 3, 2009 → May 28, 2026
BB Belden BrownExecutive Officer106Aug 3, 2009 → May 28, 2026
WP William O. PassoExecutive Officer, Director, Promoter99Sep 10, 2009 → May 28, 2026
LS Larry K. SullivanExecutive Officer98Aug 3, 2009 → May 28, 2026
PC PASSCO COMPANIES, LLC B. PASSCO COMPANIES, LLC entityPromoter63Jun 3, 2015 → May 2, 2023
GS Gary SmithExecutive Officer, Promoter21Aug 3, 2009 → Dec 16, 2014
BP B. Passco Companies, LLC entityPromoter20Jun 28, 2021 → May 28, 2026
PC Passco Companies, LLC O. Passco Companies, LLC entityPromoter11Jul 23, 2013 → Mar 26, 2015
WP William O. PasscoExecutive Officer, Director9Aug 3, 2009 → Mar 19, 2025
WW William H. WinnExecutive Officer9Aug 3, 2009 → Jan 31, 2013
SA Scott AllenExecutive Officer2Jul 16, 2018 → Jul 29, 2020
PC Passco Companies Development, LLC B. Passco Companies Development, LLC entityPromoter2Jul 16, 2018 → Jul 29, 2020
LS Larry K. SulivanExecutive Officer2Sep 21, 2018 → Apr 8, 2020
BP B. Passco Toscana Depositor, LLC entityPromoter1Mar 17, 2026 → May 28, 2026
BP B. Passco Toscana Manager, LLC entityPromoter1Mar 17, 2026 → May 28, 2026
BP B. Passco Allure Manager, LLC entityPromoter1May 20, 2026 → May 20, 2026
BP B. Passco Allure Depositor, LLC entityPromoter1May 20, 2026 → May 20, 2026
BP B. Passco Vero Beach Manager, LLC entityPromoter1Oct 1, 2025 → Mar 31, 2026
BP B. Passco Vero Beach Depositor, LLC entityPromoter1Oct 1, 2025 → Mar 31, 2026
BP B. Passco Prism Manager, LLC entityPromoter1Jul 8, 2025 → Mar 4, 2026
BP B. Passco Prism Depositor, LLC entityPromoter1Jul 8, 2025 → Mar 4, 2026
BP B. Passco Preston Ridge Manager, LLC entityPromoter1Jan 21, 2026 → Jan 21, 2026
BP B. Passco Preston Ridge Depositor, LLC entityPromoter1Jan 21, 2026 → Jan 21, 2026
BP B. Passco Riverside Manager, LLC entityPromoter1Dec 29, 2025 → Dec 29, 2025
BP B. Passco Riverside Depositor, LLC entityPromoter1Dec 29, 2025 → Dec 29, 2025
BP B. Passco Merrimack Manager, LLC entityPromoter1Mar 19, 2025 → Mar 19, 2025
BP B. Passco Merrimack Depositer, LLC entityPromoter1Mar 19, 2025 → Mar 19, 2025
BP B. Passco Encore Depositor, LLC entityPromoter1Jan 15, 2025 → Jan 15, 2025
BP B. Passco Encore Manager, LLC entityPromoter1Jan 15, 2025 → Jan 15, 2025
BP B. Passco Turfway Depositor, LLC entityPromoter1Jan 8, 2025 → Jan 13, 2025
BP B. Passco Turfway Manager, LLC entityPromoter1Jan 8, 2025 → Jan 13, 2025
BP B. Passco Covington Ridge Depositor, LLC entityPromoter1Sep 3, 2024 → Sep 3, 2024
BP B. Passco Covington Ridge Manager, LLC entityPromoter1Sep 3, 2024 → Sep 3, 2024
BP B. Passco Chestnut Farm Depositor, LLC entityPromoter1Jun 26, 2024 → Jun 26, 2024
BP B. Passco Chestnut Farm Manager, LLC entityPromoter1Jun 26, 2024 → Jun 26, 2024
BP B. Passco Cortona Manager, LLC entityPromoter1Dec 7, 2023 → Dec 7, 2023
BP B. Passco Cortona Depositor, LLC entityPromoter1Dec 7, 2023 → Dec 7, 2023
BP B. Passco One Riverwalk Depositor, LLC entityPromoter1Nov 14, 2023 → Nov 14, 2023
BP B. Passco One Riverwalk Manager, LLC entityPromoter1Nov 14, 2023 → Nov 14, 2023
BP B. Passco Springhouse Manager, LLC entityPromoter1Aug 2, 2023 → Aug 2, 2023
BP B. Passco Springhouse Depositor, LLC entityPromoter1Aug 2, 2023 → Aug 2, 2023
PW Passco West Knoxville Depositor, LLC B. Passco West Knoxville Depositor, LLC entityPromoter1May 2, 2023 → May 2, 2023
PW Passco West Knoxville Manager, LLC B. Passco West Knoxville Manager, LLC entityPromoter1May 2, 2023 → May 2, 2023
BP B. Passco Sea Sound Depositor, LLC entityPromoter1Dec 13, 2022 → Dec 13, 2022
BP B. Passco Sea Sound Manager, LLC entityPromoter1Dec 13, 2022 → Dec 13, 2022
BP B. Passco Riverhouse Manager, LLC entityPromoter1Sep 16, 2022 → Sep 16, 2022
BP B. Passco Riverhouse Depositor, LLC entityPromoter1Sep 16, 2022 → Sep 16, 2022
PS Passco Sawgrass Manager, LLC B. Passco Sawgrass Manager, LLC entityPromoter1Jul 1, 2022 → Sep 15, 2022
PS Passco Sawgrass Depositor, LLC B. Passco Sawgrass Depositor, LLC entityPromoter1Jul 1, 2022 → Sep 15, 2022
PC Passco Canal 1535 Depositor, LLC B. Passco Canal 1535 Depositor, LLC entityPromoter1May 17, 2022 → Sep 14, 2022
PC Passco Canal 1535 Manager, LLC B. Passco Canal 1535 Manager, LLC entityPromoter1May 17, 2022 → Sep 14, 2022
PE Passco Estelle Depositor, LLC B. Passco Estelle Depositor, LLC entityPromoter1May 17, 2022 → Sep 14, 2022
PE Passco Estelle Manager, LLC B. Passco Estelle Manager, LLC entityPromoter1May 17, 2022 → Sep 14, 2022
PC Passco Cadence Depositor, LLC B. Passco Cadence Depositor, LLC entityPromoter1Jul 25, 2022 → Sep 14, 2022
PC Passco Cadence Manager, LLC B. Passco Cadence Manager, LLC entityPromoter1Jul 25, 2022 → Sep 14, 2022
PV Passco Velo Depositor, LLC B. Passco Velo Depositor, LLC entityPromoter1Aug 1, 2022 → Aug 1, 2022
PV Passco Velo Manager, LLC B. Passco Velo Manager, LLC entityPromoter1Aug 1, 2022 → Aug 1, 2022
PN Passco Northridge Manager, LLC B. Passco Northridge Manager, LLC entityPromoter1Jan 28, 2022 → Jan 28, 2022
PN Passco Northridge Depositor, LLC B. Passco Northridge Depositor, LLC entityPromoter1Jan 28, 2022 → Jan 28, 2022
LS Larry K. SullianExecutive Officer1Jan 21, 2022 → Jan 21, 2022

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Passco.

Meta advertising

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Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Passco's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #168,541 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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