BLOOMFIELD ASSET MANAGEMENT, INC

Overview

Bloomfield Asset Management, Inc. is a small, owner-operated advisory firm that manages portfolios for individuals, families and small businesses. The firm runs a discretionary portfolio management practice and acts as a capital allocator, selecting third‑party advisers where needed rather than running large, in-house alternative platforms. Its stated fee model is a percentage of assets under management and it does not identify itself as an active ESG investor. Investment emphasis is on public equities. Filings show a clear preference for exchange‑traded instruments and equity-oriented strategies, and the firm uses both direct equity exposures and pooled products to implement client mandates. Bloomfield also provides selection-of-other-advisers services, which it can use to supplement core public-market portfolios with external managers or specialized sleeve managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices