Bloomfield Capital Holdings provides portfolio management for pooled vehicles. The firm advises 5 private funds.
Bloomfield Capital Holdings reports 9 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($466M across 9 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 9 | $466M | 100.0% | $51.7M |
| Total | 9 | $466M | 100% | $51.7M |
- Clients
- 9
- Regulatory AUM
- $466M
- AUM share
- 100.0%
- Avg. per client
- $51.7M
Total
- Clients
- 9
- Regulatory AUM
- $466M
- AUM share
- 100%
- Avg. per client
- $51.7M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 5
Bloomfield Capital Holdings is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
NSC Holdings, LLC owns 25% to 50% of Bloomfield Capital Holdings and is in turn owned by Nicholas Coburn (75% or more). The leadership team of Bloomfield Capital Holdings includes Chief Compliance Officer Jason Jarjosa. It has 18 employees, 12 of them in advisory roles.
Leadership
- Jason JarjosaChief Compliance Officer
- Nicholas CoburnManaging Partner
- Stacy LongCFO
- Brent TruscottPartner
Staff
- 18 employees
- 12 in advisory functions
- Owns 25% to 50% of Bloomfield Capital Holdings, LLC
NSC Holdings, LLC
Control person · since December 2015
- Owns 75% or more of NSC Holdings, LLC
Nicholas Coburn
Control person · since December 2015
- Owns 25% to 50% of Bloomfield Capital Holdings, LLC
JFJ Holdings, LLC
Control person · since December 2015
- Owns 75% or more of JFJ Holdings, LLC
Jason Jarjosa
Control person · since December 2015
- Owns 10% to 25% of Bloomfield Capital Holdings, LLC
Truscott Holdings, LLC
Control person · since December 2015
- Owns 75% or more of Truscott Holdings, LLC
Brent Truscott
Control person · since December 2015
Bloomfield Capital Holdings’ regulatory assets grew from $343M (May 2021) to $466M (March 2026); clients rose from 5 to 9 and employees fell from 19 to 18.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $466M | 9 | 18 | 1 |
| May 2025 | $432M | 8 | 17 | 2 |
| March 2024 | $403M | 9 | 19 | 2 |
| March 2023 | $387M | 7 | 19 | 2 |
| March 2022 | $410M | 8 | 18 | 2 |
| May 2021 | $343M | 5 | 19 | 3 |
Besides its headquarters, Bloomfield Capital Holdings has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 700 Forest Ave, BirminghamHQ
Contact and registration details
- Legal name
- Bloomfield Capital Holdings, LLC
- Headquarters
- 700 Forest Ave, Birmingham, MI 48009
- Website
- bloomfieldcapital.com
- Phone
- 248-745-1700
- @bloomfield-capital
- SEC file
- 801-113423
- Structure
- Michigan LLC
- Fiscal year end
- December
Bloomfield Capital Holdings has custody of client assets.
How many clients does Bloomfield Capital Holdings have?
Bloomfield Capital Holdings has 9 clients and manages $466 million for them, as of March 2026. They include 9 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Bloomfield Capital Holdings offer?
Bloomfield Capital Holdings provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Bloomfield Capital Holdings have?
Bloomfield Capital Holdings has 0 investment adviser representatives registered with state securities authorities, out of 18 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Bloomfield Capital Holdings?
Bloomfield Capital Holdings is owned through holding companies by Jason Jarjosa, Brent Truscott and Nicholas Coburn. Its direct owners are NSC Holdings, LLC, JFJ Holdings, LLC and Truscott Holdings, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Bloomfield Capital Holdings get paid?
Bloomfield Capital Holdings is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bloomfield Capital Holdings?
Bloomfield Capital Holdings’ main office is at 700 Forest Ave, Birmingham, MI 48009. Its phone number is 248-745-1700. Its website is bloomfieldcapital.com.