BLOOMBERGSEN INVESTMENT PARTNERS
BLOOMBERGSEN INVESTMENT PARTNERS is a Series C+ fund in the US writing $2M+ checks into Fintech and business-services.
- Stages
- Series C+
- Sectors
- Fintech, business-services
- Check size
- $2M+
- Invests in
- US-wide
- Round role
- Leads rounds
- Actively investing
- Yes
- Founded
- 2008
- Assets under management
- $1.3B
Thesis
BloombergSen Investment Partners, founded in 2008 and based in Toronto, is a private asset management firm with approximately $1.3 billion in AUM as of March 2026. The firm employs a disciplined, long-term value investment strategy, focusing on acquiring high-quality businesses at a significant discount to their intrinsic value. Their investment philosophy centers on maximizing absolute returns while preserving principal, applying a 'private equity mindset' to public equities. They seek companies with recurring revenue, high margins, strong free cash flow, minimal capital expenditures, proven management teams, strong balance sheets, high barriers to entry, and pricing power. BloombergSen utilizes a concentrated portfolio strategy, taking large positions in a limited number of companies, and prioritizes a 'margin of safety.' Their investment horizon is typically five to ten years. The firm primarily invests in publicly-traded North American equity securities but may also invest in other securities and financial instruments, often leading investments where they have conviction. The minimum investment is $2 million.
Common questions
Does BLOOMBERGSEN INVESTMENT PARTNERS invest at the Series C+ stage?
Yes. BLOOMBERGSEN INVESTMENT PARTNERS lists Series C+ among the stages it invests in.
What check size does BLOOMBERGSEN INVESTMENT PARTNERS write?
BLOOMBERGSEN INVESTMENT PARTNERS writes $2M+ checks.
Where does BLOOMBERGSEN INVESTMENT PARTNERS invest?
BLOOMBERGSEN INVESTMENT PARTNERS invests in the US.