Form D · Other Investment Fund

MacKay Municipal Short Term Opportunities Fund, L.P.

New York, NY · CIK 0001532022

Offering snapshot reported Dec 5, 2025 · SEC filing

Reported sold
$2.13B
Indefinite offering
Investors reported
176
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Mar 10, 2011
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.07B$2.13BOct 14, 2011: $30,000,000.00Oct 14, 2011Dec 13, 2012: $216,535,000.00Dec 11, 2013: $492,700,000.00Dec 11, 2014: $656,000,000.00Dec 11, 2015: $743,240,000.00Dec 8, 2016: $837,545,184.00Dec 8, 2017: $1,022,362,184.00Dec 6, 2018: $1,563,846,814.00Dec 4, 2019: $1,637,581,814.00Dec 4, 2020: $1,781,931,814.00Dec 3, 2021: $1,855,881,814.00Dec 5, 2022: $1,922,251,814.00Dec 5, 2023: $1,963,351,814.00Dec 5, 2024: $2,006,801,814.00Dec 5, 2025: $2,134,017,434.00Dec 5, 2025

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$2,006,801,814 → $2,134,017,434
  • Reported investors166 → 176

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 5, 2025Amendment$2,134,017,434$127,215,620vs Dec 5, 2024176SEC filing
Dec 5, 2024Amendment$2,006,801,814$43,450,000vs Dec 5, 2023166SEC filing
Dec 5, 2023Amendment$1,963,351,814$41,100,000vs Dec 5, 2022161SEC filing
Dec 5, 2022Amendment$1,922,251,814$66,370,000vs Dec 3, 2021158SEC filing
Dec 3, 2021Amendment$1,855,881,814$73,950,000vs Dec 4, 2020150SEC filing
Dec 4, 2020Amendment$1,781,931,814$144,350,000vs Dec 4, 2019143SEC filing
Dec 4, 2019Amendment$1,637,581,814$73,735,000vs Dec 6, 2018137SEC filing
Dec 6, 2018Amendment$1,563,846,814$541,484,630vs Dec 8, 2017129SEC filing
Dec 8, 2017Amendment$1,022,362,184$184,817,000vs Dec 8, 2016102SEC filing
Dec 8, 2016Amendment$837,545,184$94,305,184vs Dec 11, 201579SEC filing
Dec 11, 2015Amendment$743,240,000$87,240,000vs Dec 11, 201472SEC filing
Dec 11, 2014Amendment$656,000,000$163,300,000vs Dec 11, 201360SEC filing
Dec 11, 2013Amendment$492,700,000$276,165,000vs Dec 13, 201245SEC filing
Dec 13, 2012Amendment$216,535,000$186,535,000vs Oct 14, 201127SEC filing
Oct 14, 2011Initial$30,000,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$1M (estimated)
Finders' fees
$0
Form D file number
021-167279
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

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
NYLIFE Distributors LLC35350

Source: Form D, filed Dec 5, 2025. 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 SHORT TERM OPPORTUNITIES FUND LP

Investment adviser: MACKAY SHIELDS LLC

Gross asset value
$220M
Beneficial owners
35
ADV minimum commitment
$250K

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

Service providers

Fund administrator CITCO (CANADA) INC. TORONTO, Canada Investor statements: Yes (provided to all investors) Related to adviser: No
Fund administrator CITCO FUND SERVICES (CURACAO) B.V. WILLEMSTAD, Curacao Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: Yes
Marketer NYLIFE DISTRIBUTORS LLC JERSEY CITY, New Jersey, United States Related to adviser: Yes
Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

J.P. MORGAN SECURITIES LLC
SEC 8-35008

NYLIFE DISTRIBUTORS LLC
CRD 35350 · SEC 8-46655

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Filing source

Form ADV 2124546 · Aug 6, 2026 · Schedule D 7.B.(1), fund 805-9701666494

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
NameReported role
Robert A. Di Mella Executive
John M. Loffredo Executive
N/A Mac Kay Municipal Short Term Opportunities Fund Gp Llc Promoter
N/A Mac Kay Municipal Short Term Opportunities Fund, Gp Llc Executive
N/A Mac Kay Municipal Short Term Opportunities Fund Gp Llc, As General Partner Executive
N/A Mac Kay Shields Llc Promoter
Mac Kay Shields Llc N/A Promoter
Mac Kay Municipal Short Term Opportunities Fund, Gp Llc N/A Executive
Lucille Protas Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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