0001940188-22-000001.txt : 20220801
0001940188-22-000001.hdr.sgml : 20220801
20220801161925
ACCESSION NUMBER: 0001940188-22-000001
CONFORMED SUBMISSION TYPE: D
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: 06c
FILED AS OF DATE: 20220801
DATE AS OF CHANGE: 20220801
EFFECTIVENESS DATE: 20220801
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Passco Velo DST
CENTRAL INDEX KEY: 0001940188
IRS NUMBER: 886468964
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-454378
FILM NUMBER: 221125013
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
1
primary_doc.xml
X0708
D
LIVE
0001940188
Passco Velo DST
2050 MAIN STREET, SUITE 650
IRVINE
CA
CALIFORNIA
92614
949-263-7900
DELAWARE
None
None
Other
Statutory Trust
true
2022
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 Velo Depositor, LLC
Passco Velo Depositor, LLC
2050 Main Street, Suite 650
Irvine
CA
CALIFORNIA
92614
Promoter
Passco Velo Manager, LLC
Passco Velo Manager, LLC
2050 Main Street, Suite 650
Irvine
CA
CALIFORNIA
92614
Promoter
Residential
Decline to Disclose
- 06c
false
true
false
true
false
25000
Passco Capital, Inc.
117323
None
None
2050 Main Street, Suite 650
Irvine
CA
CALIFORNIA
92614
DE
DELAWARE
HI
HAWAII
TX
TEXAS
MA
MASSACHUSETTS
MD
MARYLAND
IA
IOWA
ME
MAINE
ID
IDAHO
MI
MICHIGAN
UT
UTAH
MN
MINNESOTA
MO
MISSOURI
IL
ILLINOIS
IN
INDIANA
MS
MISSISSIPPI
MT
MONTANA
AK
ALASKA
AL
ALABAMA
VA
VIRGINIA
AR
ARKANSAS
NC
NORTH CAROLINA
ND
NORTH DAKOTA
NE
NEBRASKA
RI
RHODE ISLAND
AZ
ARIZONA
NH
NEW HAMPSHIRE
NJ
NEW JERSEY
VT
VERMONT
NM
NEW MEXICO
FL
FLORIDA
NV
NEVADA
WA
WASHINGTON
NY
NEW YORK
SC
SOUTH CAROLINA
SD
SOUTH DAKOTA
WI
WISCONSIN
OH
OHIO
GA
GEORGIA
OK
OKLAHOMA
CA
CALIFORNIA
WV
WEST VIRGINIA
WY
WYOMING
OR
OREGON
KS
KANSAS
CO
COLORADO
KY
KENTUCKY
CT
CONNECTICUT
PA
PENNSYLVANIA
LA
LOUISIANA
TN
TENNESSEE
DC
DISTRICT OF COLUMBIA
false
Cabot Lodge Securities LLC
159712
None
None
200 Vesey Street, 24th Floor
New York
NY
NEW YORK
10281
All States
false
CENTAURUS FINANCIAL, INC.
30833
None
None
2300 E. KATELLA AVENUE
SUITE #200
ANAHEIM
CA
CALIFORNIA
92806
All States
false
Colorado Financial Service Corporation
104343
None
None
188 Inverness Drive West, Suite 100
Centennial
CO
COLORADO
80112
All States
false
CONCORDE INVESTMENT SERVICES, LLC
151604
None
None
19500 Victor Parkway, Suite 550
LIVONIA
MI
MICHIGAN
48152
DE
DELAWARE
HI
HAWAII
TX
TEXAS
MA
MASSACHUSETTS
MD
MARYLAND
IA
IOWA
ME
MAINE
ID
IDAHO
MI
MICHIGAN
UT
UTAH
MN
MINNESOTA
MO
MISSOURI
IL
ILLINOIS
IN
INDIANA
MS
MISSISSIPPI
MT
MONTANA
AK
ALASKA
AL
ALABAMA
VA
VIRGINIA
AR
ARKANSAS
NC
NORTH CAROLINA
ND
NORTH DAKOTA
NE
NEBRASKA
RI
RHODE ISLAND
AZ
ARIZONA
NH
NEW HAMPSHIRE
NJ
NEW JERSEY
VT
VERMONT
NM
NEW MEXICO
FL
FLORIDA
NV
NEVADA
WA
WASHINGTON
NY
NEW YORK
SC
SOUTH CAROLINA
SD
SOUTH DAKOTA
WI
WISCONSIN
OH
OHIO
GA
GEORGIA
OK
OKLAHOMA
CA
CALIFORNIA
WV
WEST VIRGINIA
WY
WYOMING
OR
OREGON
KS
KANSAS
CO
COLORADO
KY
KENTUCKY
CT
CONNECTICUT
PA
PENNSYLVANIA
LA
LOUISIANA
TN
TENNESSEE
DC
DISTRICT OF COLUMBIA
false
Courtlandt Securities Corporation
137356
None
None
18218 McDurmott, Suite A
Irvine
CA
CALIFORNIA
92614
MA
MASSACHUSETTS
TX
TEXAS
NC
NORTH CAROLINA
FL
FLORIDA
NV
NEVADA
AZ
ARIZONA
WA
WASHINGTON
MI
MICHIGAN
CA
CALIFORNIA
false
Crown Capital Securities, L.P.
6312
None
None
725 Town & Country Road, Suite 530
ORANGE
CA
CALIFORNIA
92868
DE
DELAWARE
HI
HAWAII
TX
TEXAS
MA
MASSACHUSETTS
MD
MARYLAND
IA
IOWA
ME
MAINE
ID
IDAHO
MI
MICHIGAN
UT
UTAH
MN
MINNESOTA
MO
MISSOURI
IL
ILLINOIS
IN
INDIANA
MS
MISSISSIPPI
MT
MONTANA
AK
ALASKA
AL
ALABAMA
VA
VIRGINIA
AR
ARKANSAS
NC
NORTH CAROLINA
ND
NORTH DAKOTA
NE
NEBRASKA
RI
RHODE ISLAND
AZ
ARIZONA
NH
NEW HAMPSHIRE
NJ
NEW JERSEY
VT
VERMONT
NM
NEW MEXICO
FL
FLORIDA
NV
NEVADA
WA
WASHINGTON
NY
NEW YORK
SC
SOUTH CAROLINA
SD
SOUTH DAKOTA
WI
WISCONSIN
OH
OHIO
GA
GEORGIA
OK
OKLAHOMA
CA
CALIFORNIA
WV
WEST VIRGINIA
WY
WYOMING
OR
OREGON
KS
KANSAS
CO
COLORADO
KY
KENTUCKY
CT
CONNECTICUT
PA
PENNSYLVANIA
LA
LOUISIANA
TN
TENNESSEE
DC
DISTRICT OF COLUMBIA
false
DFPG Investments, Inc.
155576
None
None
9017 S. Riverside Drive, Suite 210
Sandy
UT
UTAH
84070
DE
DELAWARE
HI
HAWAII
TX
TEXAS
MA
MASSACHUSETTS
MD
MARYLAND
IA
IOWA
ME
MAINE
ID
IDAHO
MI
MICHIGAN
UT
UTAH
MN
MINNESOTA
MO
MISSOURI
IL
ILLINOIS
IN
INDIANA
MS
MISSISSIPPI
MT
MONTANA
AK
ALASKA
AL
ALABAMA
VA
VIRGINIA
AR
ARKANSAS
NC
NORTH CAROLINA
ND
NORTH DAKOTA
NE
NEBRASKA
RI
RHODE ISLAND
AZ
ARIZONA
NH
NEW HAMPSHIRE
NJ
NEW JERSEY
VT
VERMONT
NM
NEW MEXICO
FL
FLORIDA
NV
NEVADA
WA
WASHINGTON
NY
NEW YORK
SC
SOUTH CAROLINA
SD
SOUTH DAKOTA
WI
WISCONSIN
OH
OHIO
GA
GEORGIA
OK
OKLAHOMA
CA
CALIFORNIA
WV
WEST VIRGINIA
WY
WYOMING
OR
OREGON
KS
KANSAS
CO
COLORADO
KY
KENTUCKY
CT
CONNECTICUT
PA
PENNSYLVANIA
LA
LOUISIANA
TN
TENNESSEE
DC
DISTRICT OF COLUMBIA
false
Emerson Equity LLC
130032
None
None
155 BOVET ROAD, SUITE 725
SAN MATEO
CA
CALIFORNIA
94402
All States
false
Great Point Capital LLC
114203
None
None
200 West Jackson Blvd, Suite 1000
Chicago
IL
ILLINOIS
60606
DE
DELAWARE
HI
HAWAII
TX
TEXAS
MA
MASSACHUSETTS
MD
MARYLAND
IA
IOWA
ID
IDAHO
MI
MICHIGAN
UT
UTAH
MN
MINNESOTA
MO
MISSOURI
IL
ILLINOIS
IN
INDIANA
MS
MISSISSIPPI
MT
MONTANA
AK
ALASKA
AL
ALABAMA
VA
VIRGINIA
AR
ARKANSAS
NC
NORTH CAROLINA
ND
NORTH DAKOTA
NE
NEBRASKA
RI
RHODE ISLAND
AZ
ARIZONA
NH
NEW HAMPSHIRE
NJ
NEW JERSEY
VT
VERMONT
NM
NEW MEXICO
FL
FLORIDA
NV
NEVADA
WA
WASHINGTON
NY
NEW YORK
SC
SOUTH CAROLINA
SD
SOUTH DAKOTA
WI
WISCONSIN
OH
OHIO
GA
GEORGIA
OK
OKLAHOMA
CA
CALIFORNIA
WV
WEST VIRGINIA
WY
WYOMING
OR
OREGON
KS
KANSAS
CO
COLORADO
KY
KENTUCKY
CT
CONNECTICUT
PA
PENNSYLVANIA
LA
LOUISIANA
TN
TENNESSEE
DC
DISTRICT OF COLUMBIA
false
Huntwicke Securities, LLC
146993
None
None
6 Park Street
Topsfield
MA
MASSACHUSETTS
01983
IL
ILLINOIS
TX
TEXAS
FL
FLORIDA
NY
NEW YORK
VA
VIRGINIA
CO
COLORADO
CT
CONNECTICUT
MA
MASSACHUSETTS
NC
NORTH CAROLINA
ND
NORTH DAKOTA
MD
MARYLAND
ME
MAINE
AZ
ARIZONA
OH
OHIO
NH
NEW HAMPSHIRE
NJ
NEW JERSEY
CA
CALIFORNIA
NM
NEW MEXICO
false
JRL Capital Corporation
10225
None
None
20371 Irvine Avenue, Suite A-140
Newport Beach
CA
CALIFORNIA
92660
HI
HAWAII
IL
ILLINOIS
OR
OREGON
TX
TEXAS
FL
FLORIDA
NV
NEVADA
WA
WASHINGTON
AL
ALABAMA
NY
NEW YORK
CO
COLORADO
MD
MARYLAND
AZ
ARIZONA
ID
IDAHO
CA
CALIFORNIA
UT
UTAH
false
Lightpath Capital, Inc.
34617
None
None
1560 E. Southlake Boulevard, Suite 100
Southlake
TX
TEXAS
76092
OR
OREGON
TX
TEXAS
FL
FLORIDA
MS
MISSISSIPPI
MT
MONTANA
NV
NEVADA
WA
WASHINGTON
NY
NEW YORK
VA
VIRGINIA
CO
COLORADO
CT
CONNECTICUT
PA
PENNSYLVANIA
MA
MASSACHUSETTS
NC
NORTH CAROLINA
AZ
ARIZONA
OK
OKLAHOMA
CA
CALIFORNIA
NM
NEW MEXICO
false
McDermott Investment Services, LLC
154926
None
None
44 East Broad Street, 2nd Floor
Bethlehem
PA
PENNSYLVANIA
18018
DE
DELAWARE
HI
HAWAII
TX
TEXAS
MA
MASSACHUSETTS
MD
MARYLAND
IA
IOWA
ME
MAINE
ID
IDAHO
MI
MICHIGAN
UT
UTAH
MN
MINNESOTA
MO
MISSOURI
IL
ILLINOIS
IN
INDIANA
MS
MISSISSIPPI
MT
MONTANA
AK
ALASKA
AL
ALABAMA
VA
VIRGINIA
AR
ARKANSAS
NC
NORTH CAROLINA
ND
NORTH DAKOTA
NE
NEBRASKA
RI
RHODE ISLAND
AZ
ARIZONA
NH
NEW HAMPSHIRE
NJ
NEW JERSEY
VT
VERMONT
NM
NEW MEXICO
FL
FLORIDA
NV
NEVADA
WA
WASHINGTON
NY
NEW YORK
SC
SOUTH CAROLINA
SD
SOUTH DAKOTA
WI
WISCONSIN
OH
OHIO
GA
GEORGIA
OK
OKLAHOMA
CA
CALIFORNIA
WV
WEST VIRGINIA
WY
WYOMING
OR
OREGON
KS
KANSAS
CO
COLORADO
KY
KENTUCKY
CT
CONNECTICUT
PA
PENNSYLVANIA
LA
LOUISIANA
TN
TENNESSEE
DC
DISTRICT OF COLUMBIA
false
RCX Capital Group, LLC
114290
None
None
2002 Timberloch Place, Suite 200
The Woodlands
TX
TEXAS
77380
DE
DELAWARE
HI
HAWAII
TX
TEXAS
MA
MASSACHUSETTS
MD
MARYLAND
IA
IOWA
ME
MAINE
ID
IDAHO
MI
MICHIGAN
UT
UTAH
MN
MINNESOTA
MO
MISSOURI
IL
ILLINOIS
IN
INDIANA
MS
MISSISSIPPI
MT
MONTANA
AK
ALASKA
AL
ALABAMA
VA
VIRGINIA
AR
ARKANSAS
NC
NORTH CAROLINA
ND
NORTH DAKOTA
NE
NEBRASKA
RI
RHODE ISLAND
AZ
ARIZONA
NH
NEW HAMPSHIRE
NJ
NEW JERSEY
VT
VERMONT
NM
NEW MEXICO
FL
FLORIDA
NV
NEVADA
WA
WASHINGTON
NY
NEW YORK
SC
SOUTH CAROLINA
SD
SOUTH DAKOTA
WI
WISCONSIN
OH
OHIO
GA
GEORGIA
OK
OKLAHOMA
CA
CALIFORNIA
WV
WEST VIRGINIA
WY
WYOMING
OR
OREGON
KS
KANSAS
CO
COLORADO
KY
KENTUCKY
CT
CONNECTICUT
PA
PENNSYLVANIA
LA
LOUISIANA
TN
TENNESSEE
DC
DISTRICT OF COLUMBIA
false
Somerset Securities, Inc.
2493
None
None
4600 S. Kelly Ave
Portland
OR
OREGON
97239
DE
DELAWARE
HI
HAWAII
TX
TEXAS
FL
FLORIDA
NV
NEVADA
WA
WASHINGTON
NY
NEW YORK
SC
SOUTH CAROLINA
WI
WISCONSIN
MA
MASSACHUSETTS
MD
MARYLAND
IA
IOWA
ME
MAINE
OH
OHIO
GA
GEORGIA
ID
IDAHO
MI
MICHIGAN
OK
OKLAHOMA
CA
CALIFORNIA
UT
UTAH
WV
WEST VIRGINIA
MN
MINNESOTA
MO
MISSOURI
IL
ILLINOIS
OR
OREGON
IN
INDIANA
MS
MISSISSIPPI
MT
MONTANA
KS
KANSAS
AK
ALASKA
AL
ALABAMA
VA
VIRGINIA
CO
COLORADO
KY
KENTUCKY
AR
ARKANSAS
CT
CONNECTICUT
PA
PENNSYLVANIA
LA
LOUISIANA
NC
NORTH CAROLINA
ND
NORTH DAKOTA
NE
NEBRASKA
RI
RHODE ISLAND
AZ
ARIZONA
NH
NEW HAMPSHIRE
TN
TENNESSEE
NJ
NEW JERSEY
VT
VERMONT
NM
NEW MEXICO
false
Titan Securities
131392
None
None
16775 Addison Road, Suite 525
Addison
TX
TEXAS
75001
HI
HAWAII
TX
TEXAS
FL
FLORIDA
NV
NEVADA
WA
WASHINGTON
NY
NEW YORK
SC
SOUTH CAROLINA
SD
SOUTH DAKOTA
WI
WISCONSIN
MD
MARYLAND
OH
OHIO
GA
GEORGIA
ID
IDAHO
MI
MICHIGAN
OK
OKLAHOMA
CA
CALIFORNIA
UT
UTAH
WV
WEST VIRGINIA
MN
MINNESOTA
MO
MISSOURI
WY
WYOMING
IL
ILLINOIS
OR
OREGON
IN
INDIANA
MS
MISSISSIPPI
KS
KANSAS
VA
VIRGINIA
CO
COLORADO
AR
ARKANSAS
PA
PENNSYLVANIA
LA
LOUISIANA
NC
NORTH CAROLINA
NE
NEBRASKA
AZ
ARIZONA
TN
TENNESSEE
NJ
NEW JERSEY
NM
NEW MEXICO
false
Triad Advisors LLC
25803
None
None
5155 Peachtree Parkway, Suite 3220
Norcross
GA
GEORGIA
30092
All States
false
Wealthforge Securities, LLC
152550
None
None
3015 W Moore Street, Suite 102
Richmond
VA
VIRGINIA
23230
All States
false
Whitehall-Parker Securities, Inc.
10608
None
None
117 Paul Drive, Suite B
San Rafael
CA
CALIFORNIA
94903
OR
OREGON
TX
TEXAS
NV
NEVADA
WA
WASHINGTON
NY
NEW YORK
VA
VIRGINIA
CO
COLORADO
SC
SOUTH CAROLINA
CT
CONNECTICUT
AZ
ARIZONA
ID
IDAHO
MI
MICHIGAN
NJ
NEW JERSEY
CA
CALIFORNIA
NM
NEW MEXICO
UT
UTAH
false
51150000
0
51150000
false
3
4475625
true
0
6221825
true
Passco Velo Depositor, LLC will be responsible for paying certain fees and costs of approximately $5,921,825.
false
Passco Velo DST
Larry K. Sullivan
Larry K. Sullivan
President of the Sole Member of the Issuer's Manager
2022-07-20