Bloom Tree Partners, LLC (“Bloom Tree” or the “Firm”), a Delaware limited liability company, was
formed in February 2008. Alok Agrawal, Bloom Tree’s Chief Executive Officer.
Bloom Tree is an investment management firm that provides advisory services to high-net worth individuals
and institutional clients through privately offered pooled investment vehicles through Bloom Tree affiliated
funds (the “Funds”), and may, from time to time, provide advisory services to separately managed accounts
(“Separately Managed Accounts”). Bloom Tree also provides subadvisory services to a pooled
investment vehicle registered as a Segregated Portfolio Company (the “SPC”) under the provisions of the
Cayman Islands Companies Law (as amended). Bloom Tree’s Funds are Bloom Tree Fund, LP, a
Delaware limited partnership, Bloom Tree Fund QP, LP, a Delaware limited partnership, which together
with Bloom Tree Offshore Fund, Ltd, a Cayman Islands exempted company are organized in a master-
feeder structure; Bloom Tree Long-Only Fund, LP, a Delaware limited partnership; and Bloom Tree Long-
Only Fund QP, LP a Delaware limited partnership, which together with Bloom Tree Long-Only Offshore
Fund, Ltd., a Cayman Islands exempted company are organized in a master-feeder structure. Bloom Tree
Master Fund, Ltd. is the master fund to Bloom Tree Fund, LP, Bloom Tree Fund QP, LP and Bloom Tree
Offshore, Ltd. whereas Bloom Tree Long-Only Master Fund, Ltd. is the master fund to Bloom Tree Long-
Only Fund QP, LP and Bloom Tree Long-Only Offshore Fund, Ltd (the Funds, together with the SPC and
any Separately Managed Accounts, collectively are referred to as “Clients”).
The Firm’s investment objective is to generate consistent absolute returns by finding long and short
investment opportunities in the global economy. Bloom Tree invests (both on the long and short sides) in
and trades securities, consisting principally, but not solely, of equity and equity-related securities. The Firm
may also invest in preferred stocks, convertible securities, warrants, options (including covered and
uncovered puts and calls and over-the-counter options) and other derivative instruments, bonds and other
fixed income securities,
foreign currencies, and money market instruments. Bloom Tree also engages in
short selling, margin trading, hedging and other investment strategies. Certain Client accounts follow an
identical or substantially similar strategy as the Bloom Tree Fund LP but target greater gross and net
exposures, or long only exposures, relative to the Bloom Tree Fund LP.
The Firm’s investment management and advisory services to the Funds are provided pursuant to the terms
of the relevant offering memorandum and investors in the Funds cannot obtain services tailored to their
individual specific needs.
Bloom Tree also provides investment and subadvisory services to a SPC and may advise Separately
Managed Accounts in the future. Such services are provided pursuant to the agreed upon investment
guideline terms set forth in the investment management or subadvisory agreement. Unlike investors in the
Funds, Separately Managed Account and SPC clients may impose reasonable mandates, guidelines, or
restrictions relating to investments. For example, Separately Managed Account and SPC clients may
impose limits on concentration, risk, gross and net exposure, and liquidity that may be different from those
in the Funds. A Separately Managed Account and SPC Clients directly own the positions in its separately
managed account or SPC, therefore, these Clients will typically have full, real-time transparency to all
transactions and holdings in such account, and may be better able to assess the future prospects of a portfolio
that is substantially similar to the portfolios of the other Bloom Tree private funds. The account owner in
a separately managed account and the adviser to the SPC typically has the right to withdraw all or a portion
of their capital from such managed account or SPC on shorter notice and/or with more frequency than the
terms applicable to an investment in the Funds. Bloom Tree may advise other Separately Managed
Accounts or SPCs in the future.
As of December 31, 2022, Bloom Tree manages approximately $575,661,136 in regulatory assets under
management on a discretionary basis. Bloom Tree does not manage any advisory client assets on a non-
discretionary basis.