Bloomfield Capital Holdings, LLC
● SEC registered since 2018CRD 169198SEC# 801-113423Birmingham, MI
Ranks #4,008 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$465.7M
Fund GAV
$369.5M
Private funds
5
Employees
18
Accounts
9
Location
Birmingham, MI
Bloomfield Capital Holdings, LLC assets under management
Bloomfield Capital Holdings, LLC operates as an SEC-registered investment adviser based in Birmingham, MI. The firm has been registered since 2018. It reports $465.7 million in regulatory assets under management and employs 18 people. Bloomfield Capital Holdings, LLC manages 5 private funds with combined gross assets of $369.5 million, including Bloomfield Capital Income Fund V, LLC - Series D. By regulatory assets, it ranks 4,008 of 6,030 private fund managers.
Bloomfield Capital Holdings, LLC private funds
5 funds · $369.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bloomfield Capital Income Fund V, LLC - Series D | Real Estate | $175.2M | $1M |
| Bloomfield Capital Income Fund V, LLC - Series C | Real Estate | $96.7M | $1M |
| Bloomfield Capital Income Fund V, LLC - Series B | Real Estate | $91.9M | $1M |
| Bloomfield Capital Income Fund V, LLC - Series a | Real Estate | $5.7M | $1M |
| Bloomfield Capital Income Fund II, LLC | Real Estate | — | $1M |
Bloomfield Capital Holdings, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Kevern Truscott Control | Partner | Under 5% | 2011 |
| Jason Frank Jarjosa Control | Chief Compliance Officer | Under 5% | 2011 |
| Jfj Holdings, LLC Control | Member | 25-50% | 2015 |
| Nicholas Scott Coburn Control | Managing Partner | Under 5% | 2011 |
| Nsc Holdings, LLC Control | Member | 25-50% | 2015 |
| Stacy Lee Long Control | Cfo | Under 5% | 2014 |
| Truscott Holdings, LLC Control | Member | 10-25% | 2015 |
| Brent Kevern Truscott Control | Member | Over 75% | 2015 |
| Jason Frank Jarjosa Control | Member | Over 75% | 2015 |
| Nicholas Scott Coburn Control | Member | Over 75% | 2015 |
Frequently asked questions
How much does Bloomfield Capital Holdings, LLC manage?
Bloomfield Capital Holdings, LLC reports $465.7 million in regulatory assets under management on its Form ADV.
How many private funds does Bloomfield Capital Holdings, LLC manage?
Bloomfield Capital Holdings, LLC manages 5 private funds with combined gross assets of $369.5 million.
How many employees does Bloomfield Capital Holdings, LLC have?
Bloomfield Capital Holdings, LLC reports 18 employees.
Where is Bloomfield Capital Holdings, LLC located?
Bloomfield Capital Holdings, LLC is based in Birmingham, MI and has been SEC-registered since 2018.
Does Bloomfield Capital Holdings, LLC disclose fund performance?
Bloomfield Capital Holdings, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 700 Forest Ave, Birmingham, MI 48009 |
| Phone | (248) 745-1700 |
| Office hours | 9:00 a.m. - 5:00 p.m. Est |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$465.7M▲ 8%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,306 advisers
AUM vs fund managersTop 66%
Larger than 34% of 6,030 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 26%
More than 74% of 16,824 advisers
Assets under management
$465.7Mregulatory AUM
Discretionary $465.7M
Service providers
Auditor
Custodian