Form D · Other Investment Fund

MacKay Municipal Opportunities Allocation Fund B LP

New York, NY · CIK 0001769478

Offering snapshot reported Oct 22, 2026 · SEC filing

Reported sold: $1.07B
Investors reported: 1,667
Minimum accepted: $250K
First sale: Apr 1, 2019

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$1,056,289,319 → $1,067,139,319
Reported investors1,663 → 1,667

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 22, 2026	Amendment	$1,067,139,319	$10,850,000vs Oct 22, 2025	1,667	SEC filing
Oct 22, 2025	Amendment	$1,056,289,319	$9,194,999vs Oct 22, 2024	1,663	SEC filing
Oct 22, 2024	Amendment	$1,047,094,320	$11,766,365vs Mar 6, 2024	1,658	SEC filing
Mar 6, 2024	Amendment	$1,035,327,955	$37,915,500vs Mar 6, 2023	1,652	SEC filing
Mar 6, 2023	Amendment	$997,412,455	$32,180,000vs Mar 4, 2022	1,612	SEC filing
Mar 4, 2022	Amendment	$965,232,455	$176,964,513vs Mar 4, 2021	1,553	SEC filing
Mar 4, 2021	Amendment	$788,267,942	$159,124,249vs Mar 4, 2020	1,375	SEC filing
Mar 4, 2020	Amendment	$629,143,693	No comparison	1,192	SEC filing
Mar 4, 2019	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund, Other
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $34.5M (estimated)
Finders' fees: $0
Form D file number: 021-334012

Limited Partnership Interests

The Investment Manager of the Issuer shares a portion of its management fee received from the Issuer with one or more of the Issuer's placement agents. Such placement agents may receive other fees (e.g., sales loads) payable directly to

Sales compensation recipients

Scroll to see all columns →

Recipient	CRD	Associated broker-dealer
NYLIFE Distributors, LLC	35350
Merrill Lynch, Pierce, Fenner & Smith Incorporated	7691
Morgan Stanley Smith Barney LLC	149777
UBS Financial Services Inc.	8174
RBC Capital Markets, LLC	31194
iCapital Markets LLC	118219
Rockefeller Financial LLC	291361
Wells Fargo Advisors Financial Network, LLC	11025
Wells Fargo Clearing Services, LLC	19616

Source: Form D, filed Oct 22, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

MACKAY MUNICIPAL OPPORTUNITIES ALLOCATION FUND B LP

Investment adviser: MACKAY SHIELDS LLC

Gross asset value: Not reported
Beneficial owners: Not reported
ADV minimum commitment: Not reported

Reported in Form ADV on Aug 6, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

No provider names available in this fund's imported disclosure.

Provider details

Annual audit: Not reported
Prime brokers: Not reported
Custodians: Not reported
Administrator other than the adviser: Not reported
External marketing: Not reported

Filing source

Form ADV 2124546 · Aug 6, 2026 · Schedule D 7.B.(1), fund 805-2337199720

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Robert A. Di Mella	Executive
John M. Loffredo	Executive
N/A Mac Kay Municipal Managers Opportunities Allocation Gp Llc	Promoter
N/A Mac Kay Shields Llc	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

299 Park Avenue 32nd Floor
New York, NY, 10171