Bloomfield Capital Holdings, Llc
- Regulatory AUM
- $466M
- Discretionary
- $466M
- Clients
- 9
- Avg AUM / client
- $51.7M
- Accounts
- 9
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $466M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $296M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bloomfield Capital Income Fund V, Llc Series B | Real Estate Fund | Delaware | $213M | 49 |
| Bloomfield Capital Fund V, Llc Series C | Real Estate Fund | Delaware | $63.6M | 38 |
| Bloomfield Capital Income Fund V, Llc Series A | Real Estate Fund | Delaware | $19.7M | 34 |
| Bloomfield Capital Income Fund Ii, Llc | Real Estate Fund | Delaware | $0 | 42 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Coburn, Nicholas, Scott | Managing Partner | Nov 2011 (15y) | ≈ 18.75% – 50% via Nsc Holdings, Llc | |
| Jarjosa, Jason, Frank | Chief Compliance Officer | Nov 2011 (15y) | ≈ 18.75% – 50% via Jfj Holdings, Llc | |
| Truscott, Brent, Kevern | Partner | Nov 2011 (15y) | ≈ 7.5% – 25% via Truscott Holdings, Llc | |
| Long, Stacy, Lee | Cfo | May 2014 (12y) | Less than 5% | |
| Lewis, Renee, Jennifer | Managing Partner | Oct 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nsc Holdings, Llc | Member | Dec 2015 | A | 25% – 50% |
| Jfj Holdings, Llc | Member | Dec 2015 | A | 25% – 50% |
| Truscott Holdings, Llc | Member | Dec 2015 | A | 10% – 25% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Coburn, Nicholas, Scott: 75% – 100% of Nsc Holdings, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Jarjosa, Jason, Frank: 75% – 100% of Jfj Holdings, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Truscott, Brent, Kevern: 75% – 100% of Truscott Holdings, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $296M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bloomfield Capital Income Fund V, Llc Series B | Real Estate Fund | $213M | $1.0M | 49 |
| Bloomfield Capital Fund V, Llc Series C | Real Estate Fund | $63.6M | $1.0M | 38 |
| Bloomfield Capital Income Fund V, Llc Series A | Real Estate Fund | $19.7M | $1.0M | 34 |
| Bloomfield Capital Income Fund Ii, Llc | Real Estate Fund | $0 | $1.0M | 42 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.94 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗