0001785627-20-000001.txt : 20200319 0001785627-20-000001.hdr.sgml : 20200319 20200318211528 ACCESSION NUMBER: 0001785627-20-000001 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20200319 DATE AS OF CHANGE: 20200318 EFFECTIVENESS DATE: 20200319 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Passco Grand Oaks DST CENTRAL INDEX KEY: 0001785627 IRS NUMBER: 846509645 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-346823 FILM NUMBER: 20726245 BUSINESS ADDRESS: STREET 1: 2050 MAIN STREET, SUITE 650 CITY: IRVINE STATE: CA ZIP: 92614 BUSINESS PHONE: (949) 263-7900 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 0001785627 Passco Grand Oaks DST 2050 MAIN STREET, SUITE 650 IRVINE CA CALIFORNIA 92614 (949) 263-7900 DELAWARE None None Other Statutory Trust true 2019 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 Grand Oaks Depositor, LLC Passco Grand Oaks Depositor, LLC 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Promoter Passco Grand Oaks Manager, LLC Passco Grand Oaks Manager, LLC 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Promoter Residential Decline to Disclose 06b true 0001785627-19-000001 2019-08-16 false true false 25000 Passco Capital, Inc. 117323 None None 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 RI RHODE ISLAND VT VERMONT HI HAWAII ME MAINE VA VIRGINIA MI MICHIGAN DE DELAWARE ID IDAHO IA IOWA MD MARYLAND MA MASSACHUSETTS AR ARKANSAS IL ILLINOIS UT UTAH IN INDIANA MN MINNESOTA AZ ARIZONA MO MISSOURI MT MONTANA MS MISSISSIPPI NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO AK ALASKA AL ALABAMA TX TEXAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA OH OHIO WY WYOMING FL FLORIDA SD SOUTH DAKOTA SC SOUTH CAROLINA CT CONNECTICUT WV WEST VIRGINIA DC DISTRICT OF COLUMBIA WI WISCONSIN KY KENTUCKY KS KANSAS OR OREGON LA LOUISIANA WA WASHINGTON CO COLORADO PA PENNSYLVANIA false Ronald David Birnbaum 2382580 Advisory Group Equity Services Ltd. 15427 One Gateway Center, Suite 350 Newton MA MASSACHUSETTS 02458 VT VERMONT RI RHODE ISLAND SC SOUTH CAROLINA NY NEW YORK CT CONNECTICUT AZ ARIZONA KY KENTUCKY CA CALIFORNIA ME MAINE NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO TX TEXAS CO COLORADO FL FLORIDA PA PENNSYLVANIA MA MASSACHUSETTS false Derek James Elrod 4793202 APW Capital, Inc. 43814 986 W. Alluvial Avenue, Suite 101 Fresno CA CALIFORNIA 93711 WA WASHINGTON ID IDAHO CA CALIFORNIA OR OREGON false Roger William Bowlin 1905652 Concorde Investment Services, LLC 151604 2731 - 77th Avenue SE, Suite 100 Mercer Island WA WASHINGTON 98040 WA WASHINGTON AK ALASKA AZ ARIZONA CA CALIFORNIA OR OREGON false Barry William LeMay 306332 Concorde Investment Services, LLC 151604 2242 Camden Avenue, Suite 102 San Jose CA CALIFORNIA 95124 ID IDAHO CA CALIFORNIA false Roy Vincent Pfleger II 5896655 Concorde Investment Services, LLC 151604 417 East Main Street, 3rd Floor Port Jefferson NY NEW YORK 11777 VT VERMONT UT UTAH IL ILLINOIS NY NEW YORK IN INDIANA CT CONNECTICUT GA GEORGIA NV NEVADA MN MINNESOTA AZ ARIZONA KY KENTUCKY CA CALIFORNIA WA WASHINGTON VA VIRGINIA NJ NEW JERSEY MI MICHIGAN OH OHIO TX TEXAS CO COLORADO FL FLORIDA PA PENNSYLVANIA NC NORTH CAROLINA MD MARYLAND MA MASSACHUSETTS false Daniel Philip Raupp 4079107 Concorde Investment Services, LLC 151604 417 East Main Street, 3rd Floor Port Jefferson NY NEW YORK 11777 VT VERMONT RI RHODE ISLAND NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA ME MAINE VA VIRGINIA MI MICHIGAN OH OHIO ID IDAHO DE DELAWARE FL FLORIDA MD MARYLAND MA MASSACHUSETTS SC SOUTH CAROLINA UT UTAH IL ILLINOIS IN INDIANA CT CONNECTICUT MN MINNESOTA WI WISCONSIN KY KENTUCKY AZ ARIZONA MO MISSOURI MT MONTANA LA LOUISIANA WA WASHINGTON NJ NEW JERSEY NM NEW MEXICO TX TEXAS AL ALABAMA CO COLORADO PA PENNSYLVANIA NC NORTH CAROLINA false Eric Stuart Scaff 5281210 Concorde Investment Services, LLC 151604 44 Montgomery Street, Suite 610 San Francisco CA CALIFORNIA 94101 UT UTAH NY NEW YORK NV NEVADA AZ ARIZONA CA CALIFORNIA OR OREGON LA LOUISIANA WA WASHINGTON NJ NEW JERSEY NM NEW MEXICO ID IDAHO WY WYOMING TX TEXAS AL ALABAMA CO COLORADO FL FLORIDA PA PENNSYLVANIA false Stacey Jim Morimoto 4420782 Stax Capital 300607 4901 Morena Boulevard, Suite 121 San Diego CA CALIFORNIA 92117 WA WASHINGTON NY NEW YORK NV NEVADA TX TEXAS AZ ARIZONA FL FLORIDA CA CALIFORNIA OR OREGON false Christina Suzanne Nielson 4866971 DAI Securities, LLC 36673 650 Town Center Drive, Suite 1400 Costa Mesa CA CALIFORNIA 92626 WA WASHINGTON NY NEW YORK CT CONNECTICUT OH OHIO NV NEVADA TX TEXAS WI WISCONSIN AZ ARIZONA CA CALIFORNIA OR OREGON false Matthew D. Poole 5074516 DFPG Investments, LLC 155576 5531 Cancha De Golf, Suite 201 Rancho Santa Fe CA CALIFORNIA 92091 GA GEORGIA NV NEVADA WI WISCONSIN CA CALIFORNIA KS KANSAS OR OREGON WA WASHINGTON MI MICHIGAN DE DELAWARE AL ALABAMA TX TEXAS FL FLORIDA NC NORTH CAROLINA MA MASSACHUSETTS false Scott Sheehan 2328614 DFPG Investments, LLC 155576 2 Orr Hatch Drive Cornwall NY NEW YORK 12518 VT VERMONT RI RHODE ISLAND IL ILLINOIS NY NEW YORK CT CONNECTICUT NV NEVADA DC DISTRICT OF COLUMBIA AZ ARIZONA CA CALIFORNIA OR OREGON ME MAINE WA WASHINGTON VA VIRGINIA NJ NEW JERSEY NM NEW MEXICO DE DELAWARE ID IDAHO TX TEXAS CO COLORADO FL FLORIDA PA PENNSYLVANIA NC NORTH CAROLINA MD MARYLAND MA MASSACHUSETTS false Michael Allan Bendix 5379777 DFPG Investments, LLC 155576 903 Springwood Lane Encinitas CA CALIFORNIA 92024 UT UTAH IL ILLINOIS NY NEW YORK CT CONNECTICUT NV NEVADA DC DISTRICT OF COLUMBIA AZ ARIZONA KY KENTUCKY CA CALIFORNIA MO MISSOURI OR OREGON LA LOUISIANA NH NEW HAMPSHIRE WA WASHINGTON VA VIRGINIA NJ NEW JERSEY OH OHIO NM NEW MEXICO DE DELAWARE ID IDAHO TX TEXAS CO COLORADO MA MASSACHUSETTS false Christopher Thomas Miller 4044818 Emerson Equity LLC 130032 155 Bovet Road, Suite 725 San Mateo CA CALIFORNIA 94402 WA WASHINGTON NY NEW YORK NV NEVADA TX TEXAS CO COLORADO AZ ARIZONA FL FLORIDA CA CALIFORNIA MD MARYLAND OR OREGON false Matthew Scott Merwin 1142898 FMN Capital Corporation 38105 9916 Lone Tree Lane Orlando FL FLORIDA 32836 HI HAWAII NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA ME MAINE VA VIRGINIA MI MICHIGAN OH OHIO ID IDAHO DE DELAWARE FL FLORIDA IA IOWA MD MARYLAND MA MASSACHUSETTS SD SOUTH DAKOTA SC SOUTH CAROLINA UT UTAH IL ILLINOIS IN INDIANA CT CONNECTICUT WV WEST VIRGINIA MN MINNESOTA WI WISCONSIN AZ ARIZONA KY KENTUCKY MO MISSOURI KS KANSAS OR OREGON MT MONTANA MS MISSISSIPPI LA LOUISIANA NH NEW HAMPSHIRE WA WASHINGTON NJ NEW JERSEY NM NEW MEXICO AK ALASKA TX TEXAS AL ALABAMA CO COLORADO PA PENNSYLVANIA NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA false Tyrone Hagen Wynfield 1341666 Hagen Securities, Inc. 27353 2112 Century Park Lane, #415 Los Angeles CA CALIFORNIA 90067 CA CALIFORNIA false Peter Alexander Finnegan 1336798 Huntwicke Securities, LLC 146993 65 Washington Street Hanover MA MASSACHUSETTS 02339 NH NEW HAMPSHIRE ME MAINE VA VIRGINIA NY NEW YORK NJ NEW JERSEY CT CONNECTICUT CO COLORADO AZ ARIZONA FL FLORIDA CA CALIFORNIA MD MARYLAND MA MASSACHUSETTS false Kelly H. Clyde 4825839 Independent Financial Group, LLC 7717 4041 Macarthur Boulevard, Suite 240 Newport Beach CA CALIFORNIA 92660 WA WASHINGTON NY NEW YORK NV NEVADA ID IDAHO TX TEXAS TN TENNESSEE WI WISCONSIN AZ ARIZONA CA CALIFORNIA false Leslie Margaret Pappas 1735372 Lightpath Capital, Inc. 34617 3130 Baker Street San Francisco CA CALIFORNIA 94123 CT CONNECTICUT CA CALIFORNIA NC NORTH CAROLINA false Frank Piscitelli 6935623 Lightpath Capital, Inc. 34617 3130 Baker Street San Francisco CA CALIFORNIA 94123 OK OKLAHOMA VA VIRGINIA NY NEW YORK CT CONNECTICUT NM NEW MEXICO TX TEXAS FL FLORIDA CA CALIFORNIA OR OREGON MT MONTANA false Corbin Scott Thomas 4234748 McDermott Investment Services, LLC 154926 101 Main Street, Suite 260 Huntington Beach CA CALIFORNIA 92648 RI RHODE ISLAND NY NEW YORK GA GEORGIA NV NEVADA CA CALIFORNIA OK OKLAHOMA ME MAINE VA VIRGINIA OH OHIO ID IDAHO WY WYOMING FL FLORIDA IA IOWA MD MARYLAND MA MASSACHUSETTS SD SOUTH DAKOTA SC SOUTH CAROLINA AR ARKANSAS UT UTAH IL ILLINOIS IN INDIANA CT CONNECTICUT WV WEST VIRGINIA DC DISTRICT OF COLUMBIA MN MINNESOTA WI WISCONSIN AZ ARIZONA KY KENTUCKY MO MISSOURI KS KANSAS OR OREGON MT MONTANA MS MISSISSIPPI LA LOUISIANA WA WASHINGTON NJ NEW JERSEY NM NEW MEXICO AK ALASKA TX TEXAS AL ALABAMA CO COLORADO PA PENNSYLVANIA NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA false Christopher Michael Vizzi 5095868 Independent Financial Group, LLC 7717 4041 MacArthur Boulevard, Suite 240 Newport Beach CA CALIFORNIA 92660 WA WASHINGTON IL ILLINOIS NY NEW YORK NV NEVADA WY WYOMING AZ ARIZONA FL FLORIDA CA CALIFORNIA NC NORTH CAROLINA false Larry Jerome Steckler 2621508 Independent Financial Group, LLC 7717 14259 Danielson Street Poway CA CALIFORNIA 92064 RI RHODE ISLAND NY NEW YORK NV NEVADA TN TENNESSEE WI WISCONSIN AZ ARIZONA KY KENTUCKY CA CALIFORNIA OR OREGON VA VIRGINIA MI MICHIGAN OH OHIO NM NEW MEXICO ID IDAHO TX TEXAS AL ALABAMA FL FLORIDA IA IOWA PA PENNSYLVANIA NC NORTH CAROLINA MA MASSACHUSETTS false Robert Alan Horning 2311640 McDermott Investment Services, LLC 154926 6633 S. Halm Avenue Los Angeles CA CALIFORNIA 90056 SD SOUTH DAKOTA LA LOUISIANA IL ILLINOIS HI HAWAII VA VIRGINIA NV NEVADA AZ ARIZONA IA IOWA CA CALIFORNIA false Eric Arthur Bicknese 2829451 Nationwide Planning Associates Inc. 31029 600 Third Avenue, 3rd Floor New York NY NEW YORK 10016 VT VERMONT RI RHODE ISLAND SC SOUTH CAROLINA AR ARKANSAS NY NEW YORK IN INDIANA CT CONNECTICUT NV NEVADA AZ ARIZONA CA CALIFORNIA LA LOUISIANA NH NEW HAMPSHIRE WA WASHINGTON NJ NEW JERSEY DE DELAWARE TX TEXAS FL FLORIDA PA PENNSYLVANIA NC NORTH CAROLINA false Scott David Offerman 4619093 Nextrend Securities, Inc. 43710 321 West 44th Street, Suite 200 New York NY NEW YORK 10036 UT UTAH NY NEW YORK CT CONNECTICUT OH OHIO TX TEXAS TN TENNESSEE CA CALIFORNIA PA PENNSYLVANIA false Christina Suzanne Nielson 4866971 Primex 29394 650 Town Center Drive, Suite 1400 Costa Mesa CA CALIFORNIA 92626 WA WASHINGTON NY NEW YORK CT CONNECTICUT OH OHIO NV NEVADA TX TEXAS WI WISCONSIN AZ ARIZONA CA CALIFORNIA OR OREGON false Thomas Burgess Hamlin 2208505 Somerset Securities, Inc. 2493 4600 S.W. Kelly Avenue Portland OR OREGON 97239 VT VERMONT RI RHODE ISLAND HI HAWAII NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA ME MAINE VA VIRGINIA MI MICHIGAN OH OHIO ID IDAHO DE DELAWARE FL FLORIDA IA IOWA MD MARYLAND MA MASSACHUSETTS SC SOUTH CAROLINA AR ARKANSAS UT UTAH IL ILLINOIS IN INDIANA CT CONNECTICUT WV WEST VIRGINIA MN MINNESOTA WI WISCONSIN AZ ARIZONA KY KENTUCKY MO MISSOURI KS KANSAS OR OREGON MT MONTANA MS MISSISSIPPI LA LOUISIANA NH NEW HAMPSHIRE WA WASHINGTON NJ NEW JERSEY NM NEW MEXICO AK ALASKA TX TEXAS AL ALABAMA CO COLORADO PA PENNSYLVANIA NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA false Thomas Book Jahncke 1078444 Titan Securities 131392 16775 Addison Road, Suite 202 Addison TX TEXAS 75001 RI RHODE ISLAND VT VERMONT HI HAWAII ME MAINE VA VIRGINIA MI MICHIGAN DE DELAWARE ID IDAHO IA IOWA MD MARYLAND MA MASSACHUSETTS AR ARKANSAS IL ILLINOIS UT UTAH IN INDIANA MN MINNESOTA AZ ARIZONA MO MISSOURI MT MONTANA MS MISSISSIPPI NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO AK ALASKA AL ALABAMA TX TEXAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA OH OHIO WY WYOMING FL FLORIDA SD SOUTH DAKOTA SC SOUTH CAROLINA CT CONNECTICUT WV WEST VIRGINIA DC DISTRICT OF COLUMBIA WI WISCONSIN KY KENTUCKY KS KANSAS OR OREGON LA LOUISIANA WA WASHINGTON CO COLORADO PA PENNSYLVANIA false Michelle N. Vizzi 4780371 Independent Financial Group, LLC 7717 4041 MacArthur Boulevard, Suite 240 Newport Beach CA CALIFORNIA 92660 WA WASHINGTON NY NEW YORK CO COLORADO AZ ARIZONA FL FLORIDA CA CALIFORNIA OR OREGON false Alan Lee Shorr 1040305 Independent Financial Group, LLC 7717 2900 Loch Fern Court Bakersfield CA CALIFORNIA 93306 OK OKLAHOMA CT CONNECTICUT CA CALIFORNIA PA PENNSYLVANIA OR OREGON MA MASSACHUSETTS false Paul Getty 6470002 Lightpath Capital, Inc. 34617 97 East Brokaw Road, Suite 350 San Jose CA CALIFORNIA 95112 WA WASHINGTON NY NEW YORK OH OHIO NV NEVADA TX TEXAS WI WISCONSIN CO COLORADO AZ ARIZONA FL FLORIDA CA CALIFORNIA OR OREGON MT MONTANA false Jean-Louis Guinchard 1983431 RCX Capital Group, LLC 114290 500 West Putnam Avenue, Suite 400 Greenwich CT CONNECTICUT 06830 RI RHODE ISLAND VT VERMONT HI HAWAII ME MAINE VA VIRGINIA MI MICHIGAN DE DELAWARE ID IDAHO IA IOWA MD MARYLAND MA MASSACHUSETTS AR ARKANSAS IL ILLINOIS UT UTAH IN INDIANA MN MINNESOTA AZ ARIZONA MO MISSOURI MT MONTANA MS MISSISSIPPI NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO AK ALASKA AL ALABAMA TX TEXAS NC NORTH CAROLINA ND NORTH DAKOTA NE NEBRASKA NY NEW YORK GA GEORGIA NV NEVADA TN TENNESSEE CA CALIFORNIA OK OKLAHOMA OH OHIO WY WYOMING FL FLORIDA SD SOUTH DAKOTA SC SOUTH CAROLINA CT CONNECTICUT WV WEST VIRGINIA DC DISTRICT OF COLUMBIA WI WISCONSIN KY KENTUCKY KS KANSAS OR OREGON LA LOUISIANA WA WASHINGTON CO COLORADO PA PENNSYLVANIA false Anthony Brown 6900485 Stax Capital 300607 4901 Morena Boulevard, Suite 121 San Diego CA CALIFORNIA 92117 WA WASHINGTON NY NEW YORK TX TEXAS CA CALIFORNIA OR OREGON false James Lamont 2846228 Whitehall-Parker Securities, Inc. 10608 117 Paul Drive, Suite B San Rafael CA CALIFORNIA 94903 CA CALIFORNIA false 29525000 29525000 0 false 75 2583437 true 0 4094484 true Passco Grand Oaks Depositor, LLC was responsible for paying certain fees and costs of approximately $3,643,484. false Passco Grand Oaks DST /s/ Larry K. Sullivan Larry K. Sullivan President of the Sole Member of the Issuer's Manager 2020-03-18