0001808912-20-000002.txt : 20201016 0001808912-20-000002.hdr.sgml : 20201016 20201015193545 ACCESSION NUMBER: 0001808912-20-000002 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20201016 DATE AS OF CHANGE: 20201015 EFFECTIVENESS DATE: 20201016 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Passco Nocatee DST CENTRAL INDEX KEY: 0001808912 IRS NUMBER: 847080493 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-364676 FILM NUMBER: 201242446 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 0001808912 Passco Nocatee DST 2050 MAIN STREET, SUITE 650 IRVINE CA CALIFORNIA 92614 (949) 263-7900 DELAWARE None None Other Statutory Trust true 2020 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 Nocatee Depositor, LLC Passco Nocatee Depositor, LLC 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Promoter Passco Nocatee Manager, LLC Passco Nocatee Manager, LLC 2050 Main Street, Suite 650 Irvine CA CALIFORNIA 92614 Promoter Residential Decline to Disclose 06b true 0001808912-20-000001 2020-04-09 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 Jim Lund 1713921 Cabot Lodge Securities LLC 159712 2596 Mission Street, Suite 200 San Marino CA CALIFORNIA 91108 AZ ARIZONA CA CALIFORNIA CO COLORADO MI MICHIGAN NV NEVADA NM NEW MEXICO UT UTAH false Concorde Investment Services, LLC 151604 None None 19500 Victor Parkway, Suite 550 Livonia MI MICHIGAN 48152 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 Jonathan R. Creighton 1495897 DAI Securities, LLC 36673 350 Lincoln Street, Suite 2400 Hingham MA MASSACHUSETTS 02043 CA CALIFORNIA CT CONNECTICUT FL FLORIDA ME MAINE MA MASSACHUSETTS NH NEW HAMPSHIRE NJ NEW JERSEY NY NEW YORK RI RHODE ISLAND SC SOUTH CAROLINA VT VERMONT false Jack James Michaletz 5773608 DAI Securities, LLC 36673 150 St. Andrews Court, Suite 210 Mankato MN MINNESOTA 56001 AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA IA IOWA KS KANSAS MI MICHIGAN MN MINNESOTA MO MISSOURI SD SOUTH DAKOTA TX TEXAS WI WISCONSIN false Joseph Gerard Michaletz 1327534 DAI Securities, LLC 36673 150 St. Andrews Court, Suite 210 Mankato MN MINNESOTA 56001 AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA GA GEORGIA 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 Mike O'Toole 6336251 DAI Securities, LLC 36673 150 St. Andrews Court, Suite 210 Mankato MN MINNESOTA 56001 AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA GA GEORGIA 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 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 HI HAWAII ID IDAHO IL ILLINOIS KY KENTUCKY LA LOUISIANA MD MARYLAND 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 Robert L. Boggess 5007422 Emerson Equity LLC 130032 200 West Jackson Boulevard, Suite 1000 Chicago IL ILLINOIS 60606 AK ALASKA AZ ARIZONA CA CALIFORNIA CO COLORADO DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA HI HAWAII IL ILLINOIS LA LOUISIANA MD MARYLAND MA MASSACHUSETTS MI MICHIGAN MN MINNESOTA MO MISSOURI NV NEVADA NJ NEW JERSEY NY NEW YORK NC NORTH CAROLINA OH OHIO OR OREGON PA PENNSYLVANIA SC SOUTH CAROLINA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WI WISCONSIN false Christopher Thomas Miller 4044818 Emerson Equity LLC 130032 155 Bovet Road, Suite 725 San Mateo CA CALIFORNIA 94402 AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA IL ILLINOIS MD MARYLAND NV NEVADA NY NEW YORK OR OREGON TX TEXAS WA WASHINGTON WI WISCONSIN false Matthew Scott Merwin 1142898 FMN Capital Corporation 38105 9916 Lone Tree Lane Orlando FL FLORIDA 32836 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE 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 SC SOUTH CAROLINA SD SOUTH DAKOTA TN TENNESSEE TX TEXAS UT UTAH VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN false Jeffrey MacDonald Holt 1334807 FMN Capital Corporation 38105 26041 Acero Mission Viejo CA CALIFORNIA 92691 AZ ARIZONA CA CALIFORNIA GA GEORGIA ID IDAHO TX TEXAS false Peter Alexander Finnegan 1336798 Huntwicke Securities, LLC 146993 65 Washington Street Hanover MA MASSACHUSETTS 02339 AZ ARIZONA CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA ME MAINE MD MARYLAND MA MASSACHUSETTS NH NEW HAMPSHIRE NJ NEW JERSEY NM NEW MEXICO NY NEW YORK VA VIRGINIA false Donovan Thomas Kelly 2622366 Independent Financial Group, LLC 7717 3115 1st Avenue N Billings MT MONTANA 59102 CO COLORADO 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 John Eluwene McKeon 5286647 Independent Financial Group, LLC 7717 1507 172nd Street NE, Suite 201 Marysville WA WASHINGTON 98271 AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA HI HAWAII KS KANSAS KY KENTUCKY MN MINNESOTA MT MONTANA NV NEVADA NY NEW YORK NC NORTH CAROLINA OH OHIO OR OREGON SC SOUTH CAROLINA TX TEXAS WA WASHINGTON WI WISCONSIN false Jonathan William Lennox 3245851 Independent Financial Group, LLC 7717 1257 Falcon Drive Grapevine TX TEXAS 76051 AZ ARIZONA CA CALIFORNIA CO COLORADO DE DELAWARE FL FLORIDA GA GEORGIA HI HAWAII KS KANSAS NJ NEW JERSEY NY NEW YORK OK OKLAHOMA PA PENNSYLVANIA TX TEXAS VA VIRGINIA WA WASHINGTON WI WISCONSIN false Kelly H. Clyde 4825839 Independent Financial Group, LLC 7717 4041 MacArthur Boulevard, Suite 240 Newport Beach CA CALIFORNIA 92660 AZ ARIZONA CA CALIFORNIA CO COLORADO ID IDAHO NV NEVADA NY NEW YORK TN TENNESSEE TX TEXAS WA WASHINGTON WI WISCONSIN false Shao-Tsung Tseng 5704440 Independent Financial Group, LLC 7717 1220 Tasman Drive, #239 Sunnyvale CA CALIFORNIA 94089 CA CALIFORNIA NY NEW YORK TX TEXAS WA WASHINGTON false George Martin Hjorth 2209607 Innovation Partners LLC 146344 5950 Fairview Road, Suite 140 Charlotte NC NORTH CAROLINA 28210 AZ ARIZONA CA CALIFORNIA NV NEVADA NC NORTH CAROLINA SC SOUTH CAROLINA UT UTAH false Ann T. Meyers 3269422 JRL Capital Corporation 10225 20371 Irvine Avenue, Suite A-140 Newport Beach CA CALIFORNIA 92660 ID IDAHO UT UTAH 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 Don Meredith 1867703 Lightpath Capital, Inc. 34617 1453 Third Street Promenade, Suite 315 Los Angeles CA CALIFORNIA 90401 AZ ARIZONA CA CALIFORNIA OR OREGON WA WASHINGTON false Leslie Margaret Pappas 1735372 Lightpath Capital, Inc. 34617 3130 Baker Street San Francisco CA CALIFORNIA 94123 CA CALIFORNIA CO COLORADO CT CONNECTICUT FL FLORIDA NC NORTH CAROLINA OR OREGON PA PENNSYLVANIA WA WASHINGTON false Paul M. Getty 6470002 Lightpath Capital, Inc. 34617 97 East Brokaw Road, Suite 350 San Jose CA CALIFORNIA 95112 AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA MT MONTANA NV NEVADA NY NEW YORK OH OHIO OR OREGON TX TEXAS WA WASHINGTON WI WISCONSIN 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 TN TENNESSEE TX TEXAS UT UTAH VT VERMONT VA VIRGINIA WA WASHINGTON WV WEST VIRGINIA WI WISCONSIN WY WYOMING false Bob Horning 2311640 McDermott Investment Services, LLC 154926 6633 S. Halm Avenue Los Angeles CA CALIFORNIA 90056 AZ ARIZONA CA CALIFORNIA FL FLORIDA HI HAWAII IL ILLINOIS IA IOWA LA LOUISIANA NV NEVADA NY NEW YORK SD SOUTH DAKOTA VA VIRGINIA false Scott Offerman 4619093 Nextrend Securities, Inc. 43710 10323 Deerpark Drive Missouri City TX TEXAS 77459 CA CALIFORNIA NY NEW YORK PA PENNSYLVANIA false Catherine Nadine King 4804484 Oak Tree Securities, Inc. 18126 1399 Camden Court Brentwood CA CALIFORNIA 94513 CA CALIFORNIA CO COLORADO OR OREGON TX TEXAS false April Diane Guinchard 1729146 RCX Capital Group, LLC 114290 500 West Putnam Avenue, Suite 400 Greenwich CT CONNECTICUT 06830 CA CALIFORNIA CO COLORADO FL FLORIDA IL ILLINOIS MN MINNESOTA MS MISSISSIPPI NJ NEW JERSEY NY NEW YORK OH OHIO SC SOUTH CAROLINA TX TEXAS WI WISCONSIN false Jean-Louis Guinchard 1983431 RCX Capital Group, LLC 114290 500 West Putnam Avenue, Suite 400 Greenwich CT CONNECTICUT 06830 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 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 Paul Angelo Manese 4642565 RCX Capital Group, LLC 114290 3000 Cole Street Golden CO COLORADO 80401 CA CALIFORNIA CO COLORADO TX TEXAS false Anthony Brown 6900485 Stax Capital 300607 4901 Morena Boulevard, Suite 121 San Diego CA CALIFORNIA 92117 CA CALIFORNIA IA IOWA NY NEW YORK OR OREGON TX TEXAS WA WASHINGTON false Stacey Jim Morimoto 4420782 Stax Capital 300607 4901 Morena Boulevard, Suite 121 San Diego CA CALIFORNIA 92117 AZ ARIZONA CA CALIFORNIA CO COLORADO FL FLORIDA IA IOWA MT MONTANA NV NEVADA NY NEW YORK OR OREGON TX TEXAS WA WASHINGTON false Deetra Marie Tesla-Koch 2567278 TCFG Wealth Management, LLC 164153 10232 Deerpark Drive Missouri City TX TEXAS 77459 CA CALIFORNIA MD MARYLAND NY NEW YORK TN TENNESSEE TX TEXAS WV WEST VIRGINIA false Sonya Lee Gotz 4007918 TCFG Wealth Management, LLC 164153 28202 Cabot Road, Suite 300 Laguna Niguel CA CALIFORNIA 92677 FL FLORIDA NJ NEW JERSEY NY NEW YORK false Richard Goodwin 2332035 Titan Securities 131392 16775 Addison Road, Suite 525 Addison TX TEXAS 75001 CA CALIFORNIA CO COLORADO FL FLORIDA KS KANSAS LA LOUISIANA MI MICHIGAN MN MINNESOTA MS MISSISSIPPI NV NEVADA OK OKLAHOMA TX TEXAS WA WASHINGTON false Thomas Book Jahncke 1078444 Titan Securities 131392 16775 Addison Road, Suite 525 Addison TX TEXAS 75001 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 Chay Thomas Lapin 6275140 Wealthforge Securities, LLC 152550 21515 Hawthorne Boulevard, Suite 360 Torrance CA CALIFORNIA 90503 AL ALABAMA AK ALASKA AZ ARIZONA AR ARKANSAS CA CALIFORNIA CO COLORADO CT CONNECTICUT DE DELAWARE DC DISTRICT OF COLUMBIA FL FLORIDA GA GEORGIA ID IDAHO IL ILLINOIS IN INDIANA IA IOWA KS KANSAS KY KENTUCKY LA LOUISIANA ME MAINE MD MARYLAND 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 28525000 28525000 0 false 83 2495938 true 0 4121163 true Passco Nocatee Depositor, LLC was responsible for paying certain fees and costs of approximately $3,821,163. false Passco Nocatee DST /s/ Larry K. Sullivan Larry K. Sullivan President of the Sole Member of the Issuer's Manager 2020-10-15