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Bloomfield Capital Holdings, LLC

● SEC registered since 2018CRD 169198SEC# 801-113423Birmingham, MI
Export (members)
Ranks #4,002 of 6,004 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 4,002 of 6,004 private fund managers.

Bloomfield Capital Holdings, LLC private funds

5 funds · $369.5M GAV
FundTypeGross assetsMin.
Bloomfield Capital Income Fund V, LLC - Series DReal Estate$175.2M$1M
Bloomfield Capital Income Fund V, LLC - Series CReal Estate$96.7M$1M
Bloomfield Capital Income Fund V, LLC - Series BReal Estate$91.9M$1M
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Bloomfield Capital Holdings, LLC owners & executives

10 reported
NameTitleOwnershipSince
Brent Kevern Truscott ControlPartnerUnder 5%2011
Jason Frank Jarjosa ControlChief Compliance OfficerUnder 5%2011
Jfj Holdings, LLC ControlMember25-50%2015
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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

Address700 Forest Ave, Birmingham, MI 48009
Phone(248) 745-1700
Office hours9:00 a.m. - 5:00 p.m. Est
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$465.7M▲ 8%
Mar '25 — $431.9MApr '25 — $431.9MMay '25 — $431.9MJun '25 — $431.9MJul '25 — $431.9MAug '25 — $431.9MSep '25 — $431.9MOct '25 — $431.9MNov '25 — $431.9MDec '25 — $431.9MJan '26 — $431.9MFeb '26 — $431.9MMar '26 — $465.7MApr '26 — $465.7MMay '26 — $465.7MJun '26 — $465.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
AUM vs fund managersTop 67%
Larger than 33% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 26%
More than 74% of 16,825 advisers

Assets under management

$465.7Mregulatory AUM
Discretionary $465.7M

Service providers