{"url":"https://nivawealth.com/firms/bloomfield-capital-holdings-169198","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/169198","regulatoryAum":465683102,"crd":"169198","history":[{"filedOn":"2021-05-05","regulatoryAum":343201468,"clients":5,"employees":19,"offices":3},{"filedOn":"2022-03-31","regulatoryAum":409717153,"clients":8,"employees":18,"offices":2},{"filedOn":"2023-03-31","regulatoryAum":387212170,"clients":7,"employees":19,"offices":2},{"filedOn":"2024-03-29","regulatoryAum":402699159,"clients":9,"employees":19,"offices":2},{"filedOn":"2025-05-15","regulatoryAum":431852499,"clients":8,"employees":17,"offices":2},{"filedOn":"2026-03-31","regulatoryAum":465683102,"clients":9,"employees":18,"offices":1}],"secFileNumber":"801-113423","legalName":"Bloomfield Capital Holdings, LLC","displayName":"Bloomfield Capital Holdings","slug":"bloomfield-capital-holdings-169198","website":"https://bloomfieldcapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/169198/7068b70a4389fec5-r1.webp","tone":"light","width":1120,"height":200,"sourceUrl":"https://bloomfieldcapital.com/","sourceLabel":"Bloomfield Capital Holdings, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/bloomfield-capital/","founded":null,"organization":"Michigan limited liability company","fiscalYearEnd":"December","headquarters":{"street":"700 Forest Ave","city":"Birmingham","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48009"},"tradeNames":[],"registration":{"secApproved":"8 June 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":18,"advisory":12,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":465683102,"discretionary":465683102,"discretionaryAccounts":9,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":9,"regulatoryAum":465683102}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Bloomfield Capital Holdings has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jason Jarjosa","title":"Chief Compliance Officer","crd":"2513596"},{"name":"Nicholas Coburn","title":"Managing Partner","crd":"6584555"},{"name":"Stacy Long","title":"CFO","crd":"7091605"},{"name":"Brent Truscott","title":"Partner","crd":"4693067"}],"ownership":[{"label":"NSC Holdings, LLC","detail":"Member in the 25% to 50% ownership band and a control person, since December 2015."},{"label":"JFJ Holdings, LLC","detail":"Member in the 25% to 50% ownership band and a control person, since December 2015."},{"label":"Truscott Holdings, LLC","detail":"Member in the 10% to 25% ownership band and a control person, since December 2015."},{"label":"Jason Jarjosa","detail":"Indirect owner: a member of JFJ Holdings, LLC in the 75% or more band and a control person, since December 2015.","parent":"JFJ Holdings, LLC"},{"label":"Brent Truscott","detail":"Indirect owner: a member of Truscott Holdings, LLC in the 75% or more band and a control person, since December 2015.","parent":"Truscott Holdings, LLC"},{"label":"Nicholas Coburn","detail":"Indirect owner: a member of NSC Holdings, LLC in the 75% or more band and a control person, since December 2015.","parent":"NSC Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"700 Forest Ave","city":"Birmingham","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"248-745-1700","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":5},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/169198/PDF/169198.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bloomfield Capital Holdings have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bloomfield Capital Holdings offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Bloomfield Capital Holdings have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bloomfield Capital Holdings?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bloomfield Capital Holdings get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bloomfield Capital Holdings?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}