0001714702-21-000001.txt : 20210714
0001714702-21-000001.hdr.sgml : 20210714
20210714151349
ACCESSION NUMBER: 0001714702-21-000001
CONFORMED SUBMISSION TYPE: MA-A
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210622
DATE AS OF CHANGE: 20210714
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: 211090110
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
dave.sanchez@nortonrosefulbright.com
12-31-2020
Y
Lone Star Pace LLC
289829
81-4465871
867-02275
6988 LEBANON ROAD SUITE 103
FRISCO
TX
75034
2142563121
N
www.lonestarpace.com
McCormick
Anthony
Lee
President/Chief Compliance Officer
6988 Lebanon Road, Suite 103
Frisco
TX
75034
2142563121
2149752402
lmccormick@lonestarpace.com
December
TX
11-02-2016
N
2
2
0
2
1
Bird Advocacy & Consulting
6101 Long Prairie Road
Suite 744-240
Flower Mound
TX
75028
817-937-8671
0
Other
Lone Star PACE is currently doing program administration of PACE programs for municipalities but no MA servcies for municipalities or solicitation..
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
Y
Program Administrator for government sponsored Property Assessed Clean ("PACE") programs that assist commercial property owners with upgrading their facilities with energy and water efficiency improvements. Local governments must implement the program and Lone Star PACE administers the program on their behalf and is compensated by property owners utilizing the program and not the municipalities.
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
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
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
Lee A. McCormick
Lee A. McCormick
President & COO
06-22-2021
2020002
N
N
N
N
N
N
N
N
N
N
N
N
N
N
Y
N
N
N
N
N
Y