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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Mackay Shields

$159.5B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($7.29B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Private Credit, Venture Capital, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
25
5 Open Source Trails Below
Sum of Disclosed Rows
$7.29B
Total AUM: $159.5B
Median Disclosed Amount
$75.8M
Range: $15.0M – $1.06B
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/25)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Mackay Shields

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Prysm Capital Fund II-C, L.P.Adviser 7.B Vehicle Buyout 2025
$1.06B
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
KKR Global Credit Opportunities Fund IVAdviser 7.B Vehicle Private Credit 2025
$872.9M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Abingworth Clinical Co-Development Fund 3, LPAdviser 7.B Vehicle Private Equity 2025
$781.0M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Knox Lane Partners Fund IIAdviser 7.B Vehicle Buyout 2024
$25.0M
Adviser-managed fund GAV · As of March 2026
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
HongShan Capital Expansion Fund I, L.P.Adviser 7.B Vehicle Growth Equity 2024
$992.3M
Adviser-managed fund GAV · As of December 2025
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Mackay Shields

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Mackay Shields (OCIO / Wealth RIA, $159.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 16.7% Actual; $2,073.8M Unallocated Target Bandwidth). SEC Form ADV (801-5594, CRD #107717) verified $159.52B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-14

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Mackay Shields

683 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Mackay Shields (23 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 10 Shared Vehicles

Ras Al Khaimah RAK Investment Authority UAE Housatonic Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
American Industrial Partners Capital Fund VII LP (2024 Vintage)
Mackay Shields: $54.0M · SEC Form ADV 7.B
Ras Al Khaimah RAK Investment Authority UAE Housatonic Sovereign Strategic Investment Fund: $29.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Alterra IOS Venture III LP (2023 Vintage) · American Industrial Partners Capital Fund VIII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Catoctin Chautauqua Livingston Regional Health System Master Investment Pool

Healthcare / Hospital System Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Alterra IOS Venture III LP (2023 Vintage)
Mackay Shields: $99.8M · SEC Form ADV 7.B
Catoctin Chautauqua Livingston Regional Health System Master Investment Pool: $16.5M · IRS Form 990 Sched D

Additional shared vehicles: American Industrial Partners Capital Fund VII LP (2024 Vintage) · American Industrial Partners Capital Fund VIII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Grand Strand Elkhorn Beaumont University Foundation & Endowment Pool

University Endowment Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
American Industrial Partners Capital Fund VIII (2023 Vintage)
Mackay Shields: $90.2M · SEC Form ADV 7.B
Grand Strand Elkhorn Beaumont University Foundation & Endowment Pool: $29.2M · IRS Form 990 Sched D

Additional shared vehicles: American Industrial Partners Capital Fund VII LP (2024 Vintage) · Alterra IOS Venture III LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+680 Additional Institutional LPs Report Shared Vehicles with Mackay Shields

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Mackay Shields

You are viewing 5 open public preview records (out of 25 total tracked records for Mackay Shields) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (683 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Mackay Shields

Frequently Asked Questions: Mackay Shields

What type of institutional allocator is Mackay Shields and what is their typical disclosed ticket size?

Mackay Shields is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 25 historical disclosure records tracked on Prilago ($7.29B total parsed USD across disclosed rows), the median disclosed amount is $75.8M (range: $15.0M to $1.06B).

Which private-market strategies appear in Mackay Shields's public disclosures?

Mackay Shields has disclosed records across Buyout, Private Equity, Private Credit, Venture Capital, Growth Equity. Open preview records include Prysm Capital Fund II-C, L.P. (2025 Vintage), KKR Global Credit Opportunities Fund IV (2025 Vintage), Abingworth Clinical Co-Development Fund 3, LP (2025 Vintage), Knox Lane Partners Fund II (2024 Vintage).

How are Mackay Shields's historical records substantiated and separated from active searches on Prilago?

Records for Mackay Shields cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Mackay Shields's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/mackay-shields or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Mackay Shields?

In Prilago's bilateral commitment graph, Mackay Shields shares resolved underlying fund vehicles with 683 institutional LPs across 23 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Ras Al Khaimah RAK Investment Authority UAE Housatonic Sovereign Strategic Investment Fund (10 shared vehicles, e.g. American Industrial Partners Capital Fund VII LP (2024 Vintage)), Catoctin Chautauqua Livingston Regional Health System Master Investment Pool (10 shared vehicles, e.g. Alterra IOS Venture III LP (2023 Vintage)), Grand Strand Elkhorn Beaumont University Foundation & Endowment Pool (9 shared vehicles, e.g. American Industrial Partners Capital Fund VIII (2023 Vintage)).

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