Fidelity Exchange Fund, LP is a private investment fund based in Boston, Massachusetts. According to its most recent Form D, filed Jun 26, 2026, it has sold $486,597,697 of interests to 322 investors since its first sale in May 2023. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Risteard Hogan; Kimberly Perry; Christian Pariseault.
- Total raised
- $486,597,697Cumulative sales reported on Form D
- Investors
- 322
- First sale
- May 11, 2023
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Risteard Hogan; Kimberly Perry; Christian Pariseault
- Latest Form D
- Jun 26, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Fidelity Exchange Fund, LP
What is the minimum investment for Fidelity Exchange Fund, LP?
Fidelity Exchange Fund, LP's latest Form D, filed Jun 26, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Fidelity Exchange Fund, LP?
Fidelity Exchange Fund, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Fidelity Exchange Fund, LP raised?
Fidelity Exchange Fund, LP reports $486,597,697 sold from 322 investors on its Form D filed Jun 26, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Fidelity Exchange Fund, LP based?
Fidelity Exchange Fund, LP is based in Boston, Massachusetts.
When did Fidelity Exchange Fund, LP launch?
Fidelity Exchange Fund, LP reports its first sale in May 2023.
Size compared with every private investment fund
Raised more than 83% of the 542 private investment funds based in Massachusetts, and more than 88% of all 10,425 that report sales.