BloombergSen Investment Partners
bloombergsen.com Direct investor
BloombergSen is a private asset management firm based in Toronto, founded in 2008. It manages approximately $2 billion for high net worth individuals, families, and institutions, employing a concentrated value investing approach in public equities.
BloombergSen Investment Partners is an asset manager headquartered in Toronto, Canada, founded in 2008. It invests directly in companies. Approximately $2 billion under management, as it reports.
“We invest only in high-quality companies that meet our investment criteria and trade at a significant discount to our estimate of their intrinsic value.”
— BloombergSen Investment Partners, own website
- Layer
- Direct investor
- Type
- Asset manager
- Stage
- Unknown
- Founded
- 2008
- Assets under management
- approximately $2 billion
Team, as BloombergSen Investment Partners publishes it
- Jonathan Bloomberg Chief Executive Officer
- Sanjay Sen President and Chief Investment Officer
- Lawrence S. Bloomberg, C.M., O.Ont. Chairman of the Board of Directors
- Sarah Shin Chief Financial and Operations Officer
- David Spencer Vice President, Investor Relations
- Kati Holmberg Operations
- Madelaine Barnicke Operations
- Jason Lu Operations
- Mohamed Chaviwala Operations
- Clara Wu Corporate Finance
- Katherine Zhang Corporate Finance
- Melissa Santagato Executive Assistant to the Chairman of the Board of Directors
Names and roles exactly as listed on bloombergsen.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page BloombergSen Investment Partners publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://bloombergsen.com/name, is_investor, type, hq_country, hq_city, description, founded, aum, status
- https://bloombergsen.com/approach/layer, thesis_quote
- https://bloombergsen.com/team/people
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Record 2650 · added 2026-09-03 · link last verified 2026-09-06 · confidence high
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