0001714702-23-000006.txt : 20230425 0001714702-23-000006.hdr.sgml : 20230425 20230425093906 ACCESSION NUMBER: 0001714702-23-000006 CONFORMED SUBMISSION TYPE: MA-A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20230424 DATE AS OF CHANGE: 20230425 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: 23842145 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 FORMER COMPANY: FORMER CONFORMED NAME: Lone Star Pace LLC DATE OF NAME CHANGE: 20170814 MA-A 1 primary_doc.xml MA-A 0001714702 XXXXXXXX Kimberly McManus 973-618-9500 kmcmanus@alternativereg.com tvogtman@alternativereg.com 12-31-2021 Y Lone Star PACE LLC 289829 Lone Star PACE Add Lone Star Pace LLC TX 81-4465871 867-02275 6988 LEBANON ROAD SUITE 103 FRISCO TX 75034 2142563121 N www.lonestarpace.com Kimberly Marie McManus

101 Eisenhower Parkway ROSELAND NJ 07068

973-618-9500 973-618-9501 kmcmanus@alternativereg.com Lee Anthony McCormick

6988 Lebanon Road Suite 103 FRISCO TX 75034

214-256-3121 214-975-2402 lmccormick@lonestarpace.com December TX 11-02-2016 N 5 3 0 0 0 0 Other Lone Star PACE is currently doing program administration of PACE programs for municipalities but no MA services 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 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. Other municipal advisor 3 Add Other municipal advisor Sierra Management Group, LLC Sierra Management Group, LLC Y Y N Add Other municipal advisor Community Development Associates, LLC Community Development Associates, LLC Y Y N Add Other municipal advisor Granite Municipal Advisors LLC Granite Municipal Advisors LLC Y 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 Y N Lee Anthony McCormick President 11-02-2016 D Y 2020002 John Philip Stoecker Member 11-02-2016 D Y 6563010 Kimberly Marie McManus Chief Compliance Officer 06-28-2022 NA N 2322081 Lee Anthony McCormick President 11-02-2016 D Y 2020002 John Philip Stoecker Member 11-02-2016 D Y 6563010 Kimberly Marie McManus Chief Compliance Officer 06-28-2022 NA N 2322081 Lee A. McCormick Lee A. McCormick President 04-24-2023 2020002 N N Y N Y N N N N N N N N N Y N N N N N Y