BloombergSen U.S. Fund LP
BloombergSen U.S. Fund LP is a hedge fund based in Wilmington, Delaware. According to its most recent Form D, filed Mar 25, 2026, the fund has sold $131,911,582 of interests to 15 investors since its first sale in May 2015. The minimum investment it accepts from an outside investor is $2,000,000. 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 Sarah Shin; BloombergSen Inc; Lawrence Bloomberg.
Performance
No verified returns have been reported for this fund. As a rough guide, Bloombergsen Investment Partners, which manages it, disclosed U.S. stock holdings that returned an estimated -11.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +2.0% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $131,911,582Cumulative sales reported on Form D
- Investors
- 15
- First sale
- May 15, 2015
- Minimum investment
- $2,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Sarah Shin; BloombergSen Inc; Lawrence Bloomberg
- Latest Form D
- Mar 25, 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. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about BloombergSen U.S. Fund LP
What is the minimum investment for BloombergSen U.S. Fund LP?
According to its latest Form D, filed Mar 25, 2026, the minimum investment BloombergSen U.S. Fund LP accepts from an outside investor is $2,000,000.
Who can invest in BloombergSen U.S. Fund LP?
BloombergSen U.S. 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 BloombergSen U.S. Fund LP raised?
BloombergSen U.S. Fund LP reports $131,911,582 sold from 15 investors on its Form D filed Mar 25, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is BloombergSen U.S. Fund LP based?
BloombergSen U.S. Fund LP is based in Wilmington, Delaware and is managed by Bloombergsen Investment Partners.
When did BloombergSen U.S. Fund LP launch?
BloombergSen U.S. Fund LP reports its first sale in May 2015.
Size compared with every hedge fund
Raised more than 72% of the 190 hedge funds based in Delaware, and more than 62% of all 10,308 that report sales.