Capital Flow Monitor · Sponsors · CIK 1972395
Fidelity Exchange Fund, LP
245 SUMMER STREET, BOSTON, MA, 02210 · 617-563-7000
Pooled Investment Fund / Other Investment Fund · Limited Partnership· inc. DELAWARE true 2021
Fit score
—
Offering
—
Sold
$486.6M
% sold
—
Investors
322
Min investment
$0
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-06-26 | D/A ·current | 506(b) | — | $486.6M | — | 322 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed.
- Risteard Hogan — Executive Officer / Director, Boston, MA
- N/A Fidelity Funds Manager, LLC — Executive Officer / Promoter, Boston, MA
- Martin McGee — Executive Officer / Director, Boston, MA
- Horace Codjoe — Executive Officer, Smithfield, RI
- Thomas Vercillo — Executive Officer, Smithfield, RI
- Joseph Benedetti — Executive Officer, Jersey City, NJ
- Stephanie Brown — Executive Officer, Merrimack, NH
- Casey Condron — Executive Officer / Director, Boston, MA
- Christian Pariseault — Director, Boston, MA
- Kimberly Perry — Director, Boston, MA
Placement agents
- Berthel, Fisher & Company Financial Services, Inc. · 25 RE raises
- Mml Investors Services Llc · 13 RE raises
- &partners · 3 RE raises
- Mesirow Financial Inc · 1 RE raises
- Fidelity Distributors Company Llc · 0 RE raises
- Fidelity Brokerage Services Llc · 0 RE raises
- Newedge Securities, Llc · 0 RE raises
- William Blair & Company, Llc · 0 RE raises
- First Georgetown Securities, Inc. · 0 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.