Fidelity Exchange Fund, LP — Form D/A

Fidelity Exchange Fund, LP of BOSTON, MA, a pooled investment fund, filed a Form D amendment with the SEC on 2024-06-28. $108.1M was reported sold. Industry: Pooled Investment Fund.

Offering

Issuer

Officers, directors & promoters (24)

NameRoleLocation
William IrvingExecutive OfficerBoston, MA
Thomas VercilloExecutive OfficerSmithfield, RI
Thomas VercilloRelated PersonSmithfield, RI
Casey CondronDirectorBoston, MA
Casey CondronExecutive OfficerBoston, MA
Casey CondronRelated PersonBoston, MA
Joseph BenedettiExecutive OfficerJersey City, NJ
Joseph BenedettiRelated PersonJersey City, NJ
Risteard HoganDirectorBoston, MA
Risteard HoganExecutive OfficerBoston, MA
Risteard HoganRelated PersonBoston, MA
Stephanie BrownExecutive OfficerMerrimack, NH
Stephanie BrownRelated PersonMerrimack, NH
Kimberly PerryDirectorBoston, MA
Kimberly PerryRelated PersonBoston, MA
Christian PariseaultDirectorBoston, MA
Christian PariseaultRelated PersonBoston, MA
Martin McGeeDirectorBoston, MA
Martin McGeeExecutive OfficerBoston, MA
Martin McGeeRelated PersonBoston, MA
Horace CodjoeExecutive OfficerSmithfield, RI
Horace CodjoeRelated PersonSmithfield, RI
N/A Fidelity Funds Manager, LLCExecutive OfficerBoston, MA
N/A Fidelity Funds Manager, LLCPromoterBoston, MA

Other filings by this issuer (3)

FiledFormOfferingSold
2026-06-26D/A$486.6M
2025-06-27D/A$267.5M
2023-04-28D

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