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 2025-06-27. $267.5M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2025-06-27
- Form: D/A
- Accession: 0001972395-25-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $267.5M
- Investors: 234
- Date of first sale: 2023-05-11
- Security types: equity, fund interests
- SEC file number: 021-480271
Issuer
- Name: Fidelity Exchange Fund, LP
- CIK: 0001972395
- Entity type: Limited Partnership
- Jurisdiction: DELAWARE
- Incorporated: 2021
- Address: 245 SUMMER STREET 150 North Riverside, BOSTON, MA, 02210
- Phone: 617-563-7000
Officers, directors & promoters (24)
| Name | Role | Location |
|---|
| Casey Condron | Director | Boston, MA |
| Risteard Hogan | Director | Boston, MA |
| Martin McGee | Director | Boston, MA |
| Christian Pariseault | Director | Boston, MA |
| Kimberly Perry | Director | Boston, MA |
| Joseph Benedetti | Executive Officer | Jersey City, NJ |
| Stephanie Brown | Executive Officer | Merrimack, NH |
| Horace Codjoe | Executive Officer | Smithfield, RI |
| Casey Condron | Executive Officer | Boston, MA |
| N/A Fidelity Funds Manager, LLC | Executive Officer | Boston, MA |
| Risteard Hogan | Executive Officer | Boston, MA |
| Martin McGee | Executive Officer | Boston, MA |
| Thomas Vercillo | Executive Officer | Smithfield, RI |
| N/A Fidelity Funds Manager, LLC | Promoter | Boston, MA |
| Thomas Vercillo | Related Person | Smithfield, RI |
| Casey Condron | Related Person | Boston, MA |
| Joseph Benedetti | Related Person | Jersey City, NJ |
| Risteard Hogan | Related Person | Boston, MA |
| Stephanie Brown | Related Person | Merrimack, NH |
| Kimberly Perry | Related Person | Boston, MA |
| Christian Pariseault | Related Person | Boston, MA |
| Martin McGee | Related Person | Boston, MA |
| Horace Codjoe | Related Person | Smithfield, RI |
| William Irving | Executive Officer | Boston, MA |
Other filings by this issuer (3)
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