Form D · Other Investment Fund
MacKay Shields Intermediate Bond Fund LP
New York, NY · CIK 0001715261
Offering snapshot reported Sep 11, 2026 · SEC filing
- Reported sold
- $690M Indefinite offering
- Investors reported
- 4 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Sep 15, 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.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 11, 2026 | Amendment | $690,410,000 | $0vs Sep 11, 2025 | 4 | SEC filing |
| Sep 11, 2025 | Amendment | $690,410,000 | No comparison | Not reported | SEC filing |
| Sep 13, 2024 | Amendment | $640,410,000 | $69,000,000vs Sep 14, 2023 | 4 | SEC filing |
| Sep 14, 2023 | Amendment | $571,410,000 | $56,000,000vs Sep 14, 2022 | 4 | SEC filing |
| Sep 14, 2022 | Amendment | $515,410,000 | $78,000,000vs Sep 14, 2021 | 4 | SEC filing |
| Sep 14, 2021 | Amendment | $437,410,000 | No comparison | Not reported | SEC filing |
| Sep 14, 2020 | Amendment | $409,410,000 | $35,900,000vs Sep 13, 2019 | 4 | SEC filing |
| Sep 13, 2019 | Amendment | $373,510,000 | $38,500,000vs Sep 14, 2018 | 4 | SEC filing |
| Sep 14, 2018 | Amendment | $335,010,000 | $28,000,000vs Sep 15, 2017 | 4 | SEC filing |
| Sep 15, 2017 | Initial | $307,010,000 | 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
- $850K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-294836
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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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| NYLIFE Distributors LLC | 35350 |
Source: Form D, filed Sep 11, 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 SHIELDS INTERMEDIATE BOND FUND LP
Investment adviser: MACKAY SHIELDS LLC
- Gross asset value
- $780M
- Beneficial owners
- 4
- ADV minimum commitment
- $1M
Reported in Form ADV on Aug 6, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
MCMORGAN & COMPANY CAPITAL ADVISORS LLC
CRD 137222 · SEC 8-67074
NYLIFE DISTRIBUTORS LLC
CRD 35350 · SEC 8-46655
Filing source
Form ADV 2124546 · Aug 6, 2026 · Schedule D 7.B.(1), fund 805-3295248719
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 |
|---|---|
| N/A Mackay Shields Intermediate Bond Fund Gp Llc | Promoter |
| N/A Mac Kay Shields Intermediate Bond Fund Gp Llc | Promoter |
| N/A Mac Kay Shields Llc | Promoter |
| Lucille M. Protas | Executive |
| Dan Craig Roberts | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10171