BLOOMFIELD CAPITAL HOLDINGS, LLC
Firm details
- Headquarters
- Birmingham, Michigan
- CRD number
- 169198
- Registered since
- June 8, 2018
- Website
- bloomfieldcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Stacy Long
Chief Financial OfficerCRD 7091605
Contacts
3 of 3JASON JARJOSA
Managing PartnerCRD 2513596
BRENT TRUSCOTT
Financial AdvisorCRD 4693067
NICHOLAS COBURN
Founder & Managing PartnerCRD 6584555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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