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