0001714702-19-000003.txt : 20191211 0001714702-19-000003.hdr.sgml : 20191211 20191211121411 ACCESSION NUMBER: 0001714702-19-000003 CONFORMED SUBMISSION TYPE: MA/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20191127 DATE AS OF CHANGE: 20191211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lone Star Pace LLC CENTRAL INDEX KEY: 0001714702 IRS NUMBER: 814465871 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA/A SEC ACT: 1934 Act SEC FILE NUMBER: 867-02275 FILM NUMBER: 191279370 BUSINESS ADDRESS: STREET 1: 6988 LEBANON ROAD SUITE 103 CITY: FRISCO STATE: TX ZIP: 75034 BUSINESS PHONE: 2142563121 MAIL ADDRESS: STREET 1: 6988 LEBANON ROAD SUITE 103 CITY: FRISCO STATE: TX ZIP: 75034 MA/A 1 primary_doc.xml MA/A 0001714702 XXXXXXXX Lee McCormick 214-256-3121 lmccormick@lonestarpace.com lisa.gesin@gesinconsulting.com Lone Star Pace LLC 81-4465871 867-02275 6988 LEBANON ROAD SUITE 103 FRISCO TX 75034 2142563121 N www.lonestarpace.com McCormick A Lee

6988 Lebanon Road, Suite 103 Frisco TX 75034

2142563121 2149752402 lmccormick@lonestarpace.com Sierra Management Group, LLC Y MSRB K0272 Community Development Associates LLC Y MSRB K0270 Granite Municipal Advisors, LLC Y MSRB K1231 December TX 11-02-2016 N 2 2 0 2 1 B2G Advisors, LLC 113 Roy St. Houston TX 77007 7138241270 0 Other This is a new organization therefore no clients yet. Municipal Entities will be their clients upon approval of this application. 0 0 0 Not Applicable Contingent Fees Other Fees are paid by property owners using the program, not by the municipal entity Not Applicable Applicant administers a Property Assessed Clean Energy (PACE) program approved by the municipal entity. Applicant is compensated directly by commercial property owners that utilize the program. Other Program Administrator for Property Assessed Clean Energy (PACE) programs N Investment Adviser Other municipal advisor 2 Add Other municipal advisor John Phillip Stoecker Sierra Management Group, LLC N Y N Add Other municipal advisor Lee Anthony McCormick Community Development Associates, LLC Y N N Delete Investment Adviser Other municipal advisor Lisa L. Gesin Gesin Consulting N N N N N N N N N N N N N N Y N N N N N N N N N N N N N N N N N N N N N N N N N Y N Lee Anthony McCormick President/Chief Compliance Officer 11-02-2016 D Y 2020002 John Phillip Stoecker Member 11-02-2016 D Y 6563010 Lee Anthony McCormick President/Chief Compliance Officer 11-02-2016 D Y 2020002 John Phillip Stoecker Member 11-02-2016 D Y 6563010 Lisa L. Gesin Lisa L. Gesin Compliance Consultant 11-27-2019 4081195 N N N N N N N N N N N N Y N Y N N N N N N