0001738933-20-000001.txt : 20200519 0001738933-20-000001.hdr.sgml : 20200519 20200518223400 ACCESSION NUMBER: 0001738933-20-000001 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20200519 DATE AS OF CHANGE: 20200518 EFFECTIVENESS DATE: 20200519 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Passco River Oaks Self Storage DST CENTRAL INDEX KEY: 0001738933 IRS NUMBER: 357198198 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-311225 FILM NUMBER: 20891498 BUSINESS ADDRESS: STREET 1: 2050 MAIN STREET, SUITE 650 CITY: IRVINE STATE: CA ZIP: 92614 BUSINESS PHONE: (949) 442-1000 MAIL ADDRESS: STREET 1: 2050 MAIN STREET, SUITE 650 CITY: IRVINE STATE: CA ZIP: 92614 D/A 1 primary_doc.xml X0708 D/A LIVE 0001738933 Passco River Oaks Self Storage DST 2050 MAIN STREET, SUITE 650 IRVINE CA CALIFORNIA 92614 (949) 442-1000 DELAWARE None None Other Statutory Trust true 2018 Larry K. Sullivan 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Executive Officer President of the Sole Member of the Issuer's Manager William O. Passo 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Executive Officer Belden Brown 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Executive Officer Thomas B. Jahncke 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Executive Officer Passco Companies, LLC Passco Companies, LLC 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Promoter Passco River Oaks Self Storage Depositor, LLC Passco River Oaks Self Storage Depositor, LLC 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Promoter Passco River Oaks Self Storage Manager, LLC Passco River Oaks Self Storage Manager, LLC 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Promoter Commercial Decline to Disclose 06b true 0001738933-18-000001 2018-04-27 false true false 25000 Passco Capital, Inc. 117323 None None 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false L. Patrick Furlong 6642597 Concorde Investment Services, LLC 151604 1380 Lead Hill Boulevard, Suite 180 Roseville CA CALIFORNIA 95661 CA CALIFORNIA NV NEVADA OR OREGON TX TEXAS WA WASHINGTON false Michael Lawrence Cruz 2130750 Courtlandt Securities Corporation 137356 18218 McDurmott, Suite A Irvine CA CALIFORNIA 92614 AZ ARIZONA CA CALIFORNIA FL FLORIDA MA MASSACHUSETTS NV NEVADA NC NORTH CAROLINA TX TEXAS false John Stephen Weiss 1097536 Crown Capital Securities, L.P. 6312 32244 Paseo Adelanto, Suite D-2 San Juan Capistrano CA CALIFORNIA 92675 AZ ARIZONA CA CALIFORNIA FL FLORIDA IA IOWA MD MARYLAND MA MASSACHUSETTS MO MISSOURI NV NEVADA NM NEW MEXICO NY NEW YORK OH OHIO OR OREGON TX TEXAS VT VERMONT WA WASHINGTON WV WEST VIRGINIA false Ronald Joseph Pompei Jr. 1439110 Crown Capital Securities, L.P. 6312 150 White Plains Road, Suite 205 Tarrytown NY NEW YORK 10591 CT CONNECTICUT FL FLORIDA NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA RI RHODE ISLAND false JR Broadbent 3132498 DFPG Investments, LLC 155576 9017 S. Riverside Drive, Suite 200 Sandy UT UTAH 84070 AK ALASKA AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO MI MICHIGAN MT MONTANA NV NEVADA NJ NEW JERSEY NC NORTH CAROLINA OR OREGON PA PENNSYLVANIA TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WY WYOMING false Michael Allan Bendix 5379777 DFPG Investments, LLC 155576 903 Springwood Lane Encinitas CA CALIFORNIA 92024 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA ID IDAHO IL ILLINOIS KY KENTUCKY LA LOUISIANA MA MASSACHUSETTS MO MISSOURI NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK OH OHIO OR OREGON TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON false Scott Sheehan 2328614 DFPG Investments, LLC 155576 2 Orr Hatch Drive Cornwall NY NEW YORK 12518 AZ ARIZONA CA CALIFORNIA CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA ID IDAHO IL ILLINOIS ME MAINE MD MARYLAND MA MASSACHUSETTS NV NEVADA NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND TX TEXAS VT VERMONT VA VIRGINIA WA WASHINGTON false Taylor Ashland 5732470 DFPG Investments, LLC 155576 670 Superior Court, Suite 210 Medford OR OREGON 97504 AZ ARIZONA CA CALIFORNIA CO COLORADO DC DISTRICT OF COLUMBIA FL FLORIDA ME MAINE MA MASSACHUSETTS MT MONTANA OR OREGON TX TEXAS UT UTAH WA WASHINGTON WY WYOMING false Donavan Thomas Kelly 2622366 Independent Financial Group, LLC 7717 3115 1st Avenue N Billings MT MONTANA 59102 FL FLORIDA ID IDAHO IL ILLINOIS MI MICHIGAN MN MINNESOTA MT MONTANA NE NEBRASKA NM NEW MEXICO ND NORTH DAKOTA SD SOUTH DAKOTA UT UTAH VA VIRGINIA WA WASHINGTON WY WYOMING false Jack Thomas 2773136 Independent Financial Group, LLC 7717 910 W Main Street, #360 Boise ID IDAHO 83702 AZ ARIZONA CA CALIFORNIA CO COLORADO ID IDAHO NV NEVADA NM NEW MEXICO NY NEW YORK OR OREGON UT UTAH WA WASHINGTON WY WYOMING false Curtis Jerome Sathre III 2459115 JRL Capital Corporation 10225 23121 Verdugo Drive, Suite 205 Laguna Hills CA CALIFORNIA 92653 AZ ARIZONA CA CALIFORNIA ID IDAHO OR OREGON false Joseph Gerard Michaletz 1327534 Lewis Financial Group, L.C. 36673 150 St. Andrews Court, Suite 210 Mankato MN MINNESOTA 56001 AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT ID IDAHO IL ILLINOIS IA IOWA KS KANSAS MI MICHIGAN MN MINNESOTA MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON SD SOUTH DAKOTA TX TEXAS UT UTAH WA WASHINGTON WI WISCONSIN false Thomas Craighead Lewis 1852386 Lewis Financial Group, L.C. 36673 8658 Business Park Drive, Suite 200 Shreveport LA LOUISIANA 71105 CO COLORADO FL FLORIDA LA LOUISIANA PA PENNSYLVANIA TX TEXAS VA VIRGINIA false Adam Jack Bryan 5443986 McDermott Investment Services, LLC 154926 10111 Petit Avenue North Hills CA CALIFORNIA 91343 CA CALIFORNIA CO COLORADO FL FLORIDA IN INDIANA MA MASSACHUSETTS NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK OR OREGON TX TEXAS VA VIRGINIA WA WASHINGTON false Robert Alan Horning 2311640 McDermott Investment Services, LLC 154926 6633 S. Halm Avenue Los Angeles CA CALIFORNIA 90056 AZ ARIZONA CA CALIFORNIA HI HAWAII IL ILLINOIS IA IOWA LA LOUISIANA NV NEVADA NY NEW YORK SD SOUTH DAKOTA VA VIRGINIA false Troy Thomas 4691720 McDermott Investment Services, LLC 154926 101 Main Street, Suite 260 Huntington Beach CA CALIFORNIA 92648 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MS MISSISSIPPI MO MISSOURI MT MONTANA NE NEBRASKA NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK NC NORTH CAROLINA ND NORTH DAKOTA OH OHIO OK OKLAHOMA OR OREGON PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA SD SOUTH DAKOTA TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false Christina Suzanne Nielson 4866971 Primex 29394 650 Town Center Drive, Suite 1400 Costa Mesa CA CALIFORNIA 92626 AZ ARIZONA CA CALIFORNIA CT CONNECTICUT NV NEVADA NJ NEW JERSEY NY NEW YORK OH OHIO OR OREGON SC SOUTH CAROLINA TX TEXAS WA WASHINGTON WI WISCONSIN false Christopher K. Moss 2209534 RCX Capital Group, LLC 114290 100 City Center Oshkosh WI WISCONSIN 54901 TX TEXAS WI WISCONSIN false Peter Chernin 6787497 Sandlapper Securities, LLC 137906 200 West Jackson Boulevard, Suite 1000 Chicago IL ILLINOIS 60606 NJ NEW JERSEY false Scott Offerman 4619093 Sandlapper Securities, LLC 137906 321 West 44th Street, Suite 200 New York NY NEW YORK 10036 NY NEW YORK false John Leighton Mitchell 336967 Titan Securities 131392 16775 Addison Road, Suite 202 Addison TX TEXAS 75001 CA CALIFORNIA FL FLORIDA NV NEVADA false James Dale Warring 3198200 Triad Advisors LLC 25803 1101 Wootton Parkway, Suite 400 Rockville MD MARYLAND 20852 CA CALIFORNIA DC DISTRICT OF COLUMBIA FL FLORIDA MD MARYLAND MA MASSACHUSETTS NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA PA PENNSYLVANIA SC SOUTH CAROLINA VA VIRGINIA false James Anthony Parry 1877092 Triad Advisors LLC 25803 2591 Dallas Parkway, #300 Frisco TX TEXAS 75034 CA CALIFORNIA FL FLORIDA IL ILLINOIS IN INDIANA LA LOUISIANA MD MARYLAND MO MISSOURI NV NEVADA NC NORTH CAROLINA OK OKLAHOMA SC SOUTH CAROLINA TN TENNESSEE TX TEXAS false Lee Alan Duckworth 2097591 Triad Advisors LLC 25803 1300 Division Road, Suite 203 West Warwick RI RHODE ISLAND 02893 CA CALIFORNIA CO COLORADO CT CONNECTICUT DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA IL ILLINOIS LA LOUISIANA ME MAINE MD MARYLAND MA MASSACHUSETTS MI MICHIGAN NV NEVADA NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO OK OKLAHOMA PA PENNSYLVANIA RI RHODE ISLAND SC SOUTH CAROLINA TX TEXAS VT VERMONT VA VIRGINIA WA WASHINGTON false 10410000 10410000 0 false 54 910875 true 0 2195208 true Passco River Oaks Self Storage Depositor, LLC was responsible for paying certain fees and costs of approximately $1,649,958. false Passco River Oaks Self Storage DST /s/ Larry K. Sullivan Larry K. Sullivan President of the Sole Member of the Issuer's Manager 2020-05-18