BLOOMFIELD CAPITAL HOLDINGS, LLC

RIASEC RegisteredEst. 2018
Total AUM
$466M
Discretionary
$466M
100% of AUM
Avg account
$51.7M
Accounts
9
Employees
18
Advisory reps
4

Firm details

Headquarters
Birmingham, Michigan
CRD number
169198
Registered since
June 8, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bloomfield Capital Holdings, LLC is a privately held limited liability company that operates as a manager of pooled investment vehicles with an emphasis on real estate. The firm registered with the SEC in 2018 and serves an institutional client base. Its advisory activity is focused on portfolio management for pooled funds; it also functions in sponsor and general partner roles and as a managing member of pooled investment vehicles. Fee arrangements combine a percentage-of-AUM component with performance-based fees. Bloomfield does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm’s ownership is listed as a domestic entity/individual structure, and it is not characterized as a newly formed adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Stacy Long

    Chief Financial OfficerCRD 7091605

Contacts

3 of 3
  • JASON JARJOSA

    Managing PartnerCRD 2513596

  • BRENT TRUSCOTT

    Financial AdvisorCRD 4693067

  • NICHOLAS COBURN

    Founder & Managing PartnerCRD 6584555

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Birmingham, MI

OAKLAND

Location

Birmingham, MI

Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
700 Forest Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth