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MACKAY SHIELDS LLC

CRD 107717 · SEC 801-5594

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299 PARK AVENUE, 32ND FLOOR, NEW YORK, NY, 10171, United States

Phone

212-758-5400

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$159.52B

Discretionary AUM

$159.52B

Team

206 total employees; 73 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-21

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicals

Client types

TypeClientsAUM
High net worth individuals25$2.97B
Banking/thrift institutions1$207.3M
Investment companies43$67.66B
Pooled investment vehicles43$23.48B
Pension/profit sharing plans72$13.59B
Charitable organizations1$109.4M
State/municipal entities34$13.08B
Insurance companies75$28.99B
Sovereign wealth funds1$6.47B
Corporations/business entities12$2.41B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD