Bloombergsen Inc.
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $752M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bloombergsen Master Fund Lp master | Hedge Fund | Cayman Islands | $319M | 5 |
| Bsip Gcgc Private Partnership Lp master | Private Equity Fund | Canada | $215M | 125 |
| Bloombergsen Partners Trust feeder | Hedge Fund | Canada | $114M | 285 |
| Bsip Gcgc Us Feeder Trust feeder | Private Equity Fund | Delaware | $88.2M | 17 |
| Bloombersen Offshore Fund feeder | Hedge Fund | Cayman Islands | $13.4M | 14 |
| Bloombergsen U.S. Fund Lp feeder | Hedge Fund | Delaware | $2.3M | 5 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| The University Of Texas Texas A M Investment Management Company EIN 742765082 | Austin, TX | 08/31/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Siemens Pension Plan Siemens Corporation | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bloomberg, Jonathan, Ian | Chief Executive Officer, Director | Oct 2007 (19y) | ≈ 18.75% – 50% via 2152061 Ontario Inc. | |
| Bloomberg, Lawrence, Sheldon | Chairman | Oct 2007 (19y) | 75% or more of 2152063 Ontario Inc. (indirect) | |
| Sen, Sanjay | President, Cio, Director | Oct 2007 (19y) | ≈ 18.75% – 50% via 2152065 Ontario Inc. | |
| Skipp, Danielle, Ean | Chief Operating Officer And Chief Compliance Officer | Apr 2015 (11y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 2152061 Ontario Inc. | Owner | Oct 2007 | A | 25% – 50% |
| 2152065 Ontario Inc. | Owner | Oct 2007 | A | 25% – 50% |
| 2152063 Ontario Inc | Owner | Oct 2007 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bloomberg, Jonathan, Ian: 75% – 100% of 2152061 Ontario Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Sen, Sanjay: 75% – 100% of 2152065 Ontario Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $752M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bloombergsen Master Fund Lp | Hedge Fund | $319M | $0 | 5 |
| Bsip Gcgc Private Partnership Lp | Private Equity Fund | $215M | $500K | 125 |
| Bloombergsen Partners Trust | Hedge Fund | $114M | $100K | 285 |
| Bsip Gcgc Us Feeder Trust | Private Equity Fund | $88.2M | $0 | 17 |
| Bloombersen Offshore Fund | Hedge Fund | $13.4M | $2.0M | 14 |
| Bloombergsen U.S. Fund Lp | Hedge Fund | $2.3M | $2.0M | 5 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Siemens Pension Plan | Siemens Corporation | 3,620 | $1.4B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| The University Of Texas Texas A M Investment Management Company | Public charity | $80.4M | 08/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.75 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗