Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
MacKay Municipal Opportunities Allocation Fund B LP See All Filings	D/A	2025-10-22 16:37:42 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers NYLIFE Distributors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney LLC, UBS Financial Services Inc., RBC Capital Markets, LLC, iCapital Markets LLC, Rockefeller Financial LLC, Wells Fargo Advisors Financial Network, LLC, and Wells Fargo Clearing Services, LLC CIK Number 0001769478 Filed Document 0001769478-25-000003 Exclusions or Exemptions 506b Accepted Date 2025-10-22 16:37:42 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MacKay Municipal Opportunities Allocation Fund B LP See All Filings	D/A	2024-10-22 15:18:33 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers NYLIFE Distributors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney LLC, UBS Financial Services Inc., RBC Capital Markets, LLC, iCapital Markets LLC, and Rockefeller Financial LLC CIK Number 0001769478 Filed Document 0001137439-24-001450 Exclusions or Exemptions 506b Accepted Date 2024-10-22 15:18:33 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MacKay Municipal Opportunities Allocation Fund B LP See All Filings	D/A	2024-03-06 14:41:45 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers NYLIFE Distributors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney LLC, UBS Financial Services Inc., RBC Capital Markets, LLC, iCapital Securities, LLC, Rockefeller Financial LLC, and First Republic Bank Securities Company, LLC CIK Number 0001769478 Filed Document 0001137439-24-000698 Exclusions or Exemptions 506b Accepted Date 2024-03-06 14:41:45 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MacKay Municipal Opportunities Allocation Fund B LP See All Filings	D/A	2023-03-06 15:24:11 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers NYLIFE Distributors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, iCapital Securities, LLC, First Republic Bank Securities Company, LLC, UBS Financial Services Inc., Morgan Stanley Smith Barney LLC, and RBC Capital Markets, LLC CIK Number 0001769478 Filed Document 0001567619-23-004498 Exclusions or Exemptions 506b Accepted Date 2023-03-06 15:24:11 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MacKay Municipal Opportunities Allocation Fund B LP See All Filings	D/A	2022-03-04 14:16:43 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Merrill Lynch, Pierce, Fenner & Smith Incorporated, NYLIFE Distributors, LLC, Morgan Stanley & Co LLC, iCapital Securities, LLC, UBS Securities LLC, RBC Capital Markets, LLC, and First Republic Securities Company, LLC CIK Number 0001769478 Filed Document 0001567619-22-006360 Exclusions or Exemptions 506b Accepted Date 2022-03-04 14:16:43 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MacKay Municipal Opportunities Allocation Fund B LP See All Filings	D/A	2021-03-04 15:17:56 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Merrill Lynch, Pierce, Fenner & Smith Incorporated, NYLIFE Distributors, LLC, Morgan Stanley & Co LLC, iCapital Securities, LLC, UBS Securities LLC, and RBC Capital Markets, LLC CIK Number 0001769478 Filed Document 0001567619-21-005637 Exclusions or Exemptions 506b Accepted Date 2021-03-04 15:17:56 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MacKay Municipal Opportunities Allocation Fund B LP See All Filings	D/A	2020-03-04 13:54:33 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Merrill Lynch, Pierce, Fenner & Smith Incorporated, Altegris Investments LLC, and Morgan Stanley & Co LLC CIK Number 0001769478 Filed Document 0001567619-20-005574 Exclusions or Exemptions 506b Accepted Date 2020-03-04 13:54:33 UTC Type of Offering D/A Industry Pooled Investment Fund Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund
MacKay Municipal Opportunities Allocation Fund B LP See All Filings	D	2019-03-04 15:53:32 UTC
Amount To Be Raised Indefinite Associated Brokers / Dealers Merrill Lynch, Pierce, Fenner & Smith Incorporated CIK Number 0001769478 Filed Document 0001567619-19-006000 Exclusions or Exemptions 506b Accepted Date 2019-03-04 15:53:32 UTC Type of Offering D Industry Pooled Investment Fund Principal Place of Business NEW YORK Revenue or Assets Decline to Disclose Type of Security Pooled Investment Fund