Form D · Other Investment Fund
MacKay Municipal Opportunities HL Fund, LP
New York, NY · CIK 0001700100
Offering snapshot reported Mar 13, 2026 · SEC filing
- Reported sold
- $1.62B Indefinite offering
- Investors reported
- 2,015 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Mar 1, 2017 As reported in this filing
Fundraising history
Reported soldDates 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$1,600,067,132 → $1,616,376,482
- Reported investors2,008 → 2,015
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 13, 2026 | Amendment | $1,616,376,482 | $16,309,350vs Mar 14, 2025 | 2,015 | SEC filing |
| Mar 14, 2025 | Amendment | $1,600,067,132 | $54,825,000vs Mar 14, 2024 | 2,008 | SEC filing |
| Mar 14, 2024 | Amendment | $1,545,242,132 | $106,823,782vs Mar 14, 2023 | 1,964 | SEC filing |
| Mar 14, 2023 | Amendment | $1,438,418,350 | $18,064,500vs Mar 14, 2022 | 1,879 | SEC filing |
| Mar 14, 2022 | Amendment | $1,420,353,850 | $62,331,108vs Mar 12, 2021 | 1,868 | SEC filing |
| Mar 12, 2021 | Amendment | $1,358,022,742 | $122,870,632vs Mar 13, 2020 | 1,845 | SEC filing |
| Mar 13, 2020 | Amendment | $1,235,152,110 | $343,942,940vs Mar 13, 2019 | 1,719 | SEC filing |
| Mar 13, 2019 | Amendment | $891,209,170 | $593,052,492vs Mar 13, 2018 | 1,218 | SEC filing |
| Mar 13, 2018 | Amendment | $298,156,678 | $297,396,678vs Mar 13, 2017 | 460 | SEC filing |
| Mar 13, 2017 | Initial | $760,000 | No comparison | 4 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $40M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-282379
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
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| NYLIFE Distributors LLC | 35350 | |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | |
| iCapital Markets LLC | 118219 | |
| Morgan Stanley Smith Barney LLC | 149777 | |
| RBC Capital Markets, LLC | 31194 | |
| UBS Financial Services Inc. | 8174 | |
| Wells Fargo Clearing Services, LLC | 19616 | |
| Wells Fargo Advisors Financial Network, LLC | 11025 | |
| Rockefeller Financial LLC | 291361 |
Source: Form D, filed Mar 13, 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 HL FUND, L.P.
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 805-4495114836
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.
| Name | Reported role |
|---|---|
| Robert A. Di Mella | Executive |
| John M. Loffredo | Executive |
| N/A Mac Kay Municipal Managers Opportunities Gp Llc | Promoter |
| N/A Mac Kay Municipal Managers Opportunities Gp, Llc | Executive |
| N/A Mac Kay Shields Llc | Promoter |
| N/A Mac Kay Shields, Llc | Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10171