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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

BLOOMBERGSEN INVESTMENT PARTNERS

BLOOMBERGSEN INC., CRD 281189

TORONTO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a545159f-d0a0-3660-c035-b742cabf0ce4

Data as of Mar 30, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 1
On other graphs: 1
Observed: Sep 18, 2015 to Mar 30, 2017
4 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Bloombergsen Investment Partners

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $2.1BItem 5.F on the latest filing (2017-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.1B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 2
Accounts: 8
Private funds: 3Schedule D 7.B(1)
Private fund GAV: $180Mgross asset value as reported per fund; never fund size
Custody, client assets: $109M
SEC number: 801-106697
CRD: 281189
Filings on the tape: 4
First filed: Sep 18, 2015
Latest filed: Mar 30, 2017
Organised: Corporation

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BLOOMBERGSEN MASTER FUND LP	Hedge Fund	$319M	Mar 27, 2024	5	Sep 18, 2015	reported	n/a
BSIP GCGC PRIVATE PARTNERSHIP LP	Private Equity Fund	$215M	Mar 27, 2024	125	Mar 28, 2023	reported	n/a
BLOOMBERGSEN PARTNERS TRUST	Hedge Fund	$114M	Mar 27, 2024	285	Feb 26, 2018	reported	n/a
BSIP GCGC US FEEDER TRUST	Private Equity Fund	$88.2M	Mar 27, 2024	17	Mar 28, 2023	reported	n/a
BLOOMBERSEN OFFSHORE FUND	Hedge Fund	$13.4M	Mar 27, 2024	14	Sep 18, 2015	reported	n/a
BLOOMBERGSEN U.S. FUND LP	Hedge Fund	$2.3M	Mar 27, 2024	5	Sep 18, 2015	reported	021-240590

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
2152061 ONTARIO INC.	Owner	C	yes	10/2007	Sep 18, 2015	Mar 30, 2017
2152063 ONTARIO INC	Owner	B	yes	10/2007	Sep 18, 2015	Mar 30, 2017
2152065 ONTARIO INC.	Owner	C	yes	10/2007	Sep 18, 2015	Mar 30, 2017
BLOOMBERG, JONATHAN, IAN	CHIEF EXECUTIVE OFFICER, DIRECTOR	Na	yes	10/2007	Sep 18, 2015	Mar 30, 2017
BLOOMBERG, JONATHAN, IAN	Owner	E	yes	10/2007	Sep 18, 2015	Mar 30, 2017
BLOOMBERG, LAWRENCE, SHELDON	Owner	E	yes	10/2007	Sep 18, 2015	Mar 30, 2017
BLOOMBERG, LAWRENCE, SHELDON	Chairman	Na	yes	10/2007	Sep 18, 2015	Mar 30, 2017
SEN, SANJAY	PRESIDENT, CIO, DIRECTOR	Na	yes	10/2007	Sep 18, 2015	Mar 30, 2017
SEN, SANJAY	Owner	E	yes	10/2007	Sep 18, 2015	Mar 30, 2017
SKIPP, DANIELLE, EAN	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	Na	no	04/2015	Sep 18, 2015	Mar 30, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BLOOMBERGSEN MASTER CAYMAN GP INC.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 30, 2017	$2.1B	$2.1B	10	2	n/a	3	$180M
2015	Mar 23, 2016	$1.9B	$1.9B	10	2	n/a	3	$91.9M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$2.1B	$1.9B	10.1%	n/a	n/a	10	10	n/a	n/a

Relationships

Advises (6)

→ BLOOMBERSEN OFFSHORE FUNDPrivate fundHedge Fund, ERA
Sep 18, 2015 to presentfactForm ADV
→ BSIP GCGC US FEEDER TRUSTPrivate fundPrivate Equity Fund, ERA
Mar 28, 2023 to presentfactForm ADV
→ BSIP GCGC PRIVATE PARTNERSHIP LPPrivate fundPrivate Equity Fund, ERA
Mar 28, 2023 to presentfactForm ADV
→ BLOOMBERGSEN PARTNERS TRUSTPrivate fundHedge Fund, ERA
Feb 26, 2018 to presentfactForm ADV
→ BLOOMBERGSEN U.S. FUND LPPrivate fundHedge Fund, ERA
Sep 18, 2015 to presentfactForm ADV
→ BLOOMBERGSEN MASTER FUND LPPrivate fundHedge Fund, ERA
Sep 18, 2015 to presentfactForm ADV

Controls (6)

← BLOOMBERG, LAWRENCE, SHELDONOwnerOWNER, ownership code E, individual
Sep 18, 2015 to presentfactForm ADV
← SEN, SANJAYOwnerOWNER, ownership code E, individual
Sep 18, 2015 to presentfactForm ADV
← BLOOMBERG, JONATHAN, IANOwnerOWNER, ownership code E, individual
Sep 18, 2015 to presentfactForm ADV
← 2152061 ONTARIO INC.OwnerOWNER, ownership code C, foreign entity
Sep 18, 2015 to presentfactForm ADV
← 2152063 ONTARIO INCOwnerOWNER, ownership code B, foreign entity
Sep 18, 2015 to presentfactForm ADV
← 2152065 ONTARIO INC.OwnerOWNER, ownership code C, foreign entity
Sep 18, 2015 to presentfactForm ADV

Owns (1)

← SKIPP, DANIELLE, EANOwnerCHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 18, 2015 to presentfactForm ADV

Dated events

Occurred
Sep 18, 2015
First Form ADV filing
Bloombergsen Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a545159f-d0a0-3660-c035-b742cabf0ce4
First observed: Sep 18, 2015
Last observed: Mar 30, 2017 115 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLOOMBERGSEN INVESTMENT PARTNERS

BLOOMBERGSEN INC., CRD 281189

TORONTO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a545159f-d0a0-3660-c035-b742cabf0ce4

Data as of Mar 30, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BLOOMBERGSEN MASTER FUND LP

Hedge Fund

$319M

Mar 27, 2024

Sep 18, 2015

reported

n/a

BSIP GCGC PRIVATE PARTNERSHIP LP

Private Equity Fund

$215M

Mar 27, 2024

125

Mar 28, 2023

reported

n/a

BLOOMBERGSEN PARTNERS TRUST

Hedge Fund

$114M

Mar 27, 2024

285

Feb 26, 2018

reported

n/a

BSIP GCGC US FEEDER TRUST

Private Equity Fund

$88.2M

Mar 27, 2024

Mar 28, 2023

reported

n/a

BLOOMBERSEN OFFSHORE FUND

Hedge Fund

$13.4M

Mar 27, 2024

Sep 18, 2015

reported

n/a

BLOOMBERGSEN U.S. FUND LP

Hedge Fund

$2.3M

Mar 27, 2024

Sep 18, 2015

reported

021-240590

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

2152061 ONTARIO INC.

Owner

yes

10/2007

Sep 18, 2015

Mar 30, 2017

2152063 ONTARIO INC

Owner

yes

10/2007

Sep 18, 2015

Mar 30, 2017

2152065 ONTARIO INC.

Owner

yes

10/2007

Sep 18, 2015

Mar 30, 2017

BLOOMBERG, JONATHAN, IAN

CHIEF EXECUTIVE OFFICER, DIRECTOR

yes

10/2007

Sep 18, 2015

Mar 30, 2017

BLOOMBERG, JONATHAN, IAN

Owner

yes

10/2007

Sep 18, 2015

Mar 30, 2017

BLOOMBERG, LAWRENCE, SHELDON

Owner

yes

10/2007

Sep 18, 2015

Mar 30, 2017

BLOOMBERG, LAWRENCE, SHELDON

Chairman

yes

10/2007

Sep 18, 2015

Mar 30, 2017

SEN, SANJAY

PRESIDENT, CIO, DIRECTOR

yes

10/2007

Sep 18, 2015

Mar 30, 2017

SEN, SANJAY

Owner

yes

10/2007

Sep 18, 2015

Mar 30, 2017

SKIPP, DANIELLE, EAN

CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER

04/2015

Sep 18, 2015

Mar 30, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BLOOMBERGSEN MASTER CAYMAN GP INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 30, 2017

$2.1B

n/a

$180M

2015

Mar 23, 2016

$1.9B

n/a

$91.9M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$2.1B

$1.9B

10.1%

n/a