SourcingSourcing

BLOOMFIELD CAPITAL HOLDINGS, LLC

C29
CRD 169198·SEC 801-113423·BIRMINGHAM, MI
AUM
$465.7M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLOOMFIELD CAPITAL HOLDINGS, LLC
CRD
169198
SEC file #
801-113423
EIN
—
DBA names
—

Economics

AUM
$465.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$210.2M → $465.7M▲ +122%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
18
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
11 advisors → 12 advisors▲ +9%
Primary office
BIRMINGHAM MI
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
bloomfieldcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JFJ HOLDINGS, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
JFJ HOLDINGS, LLC
NSC HOLDINGS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BLOOMFIELDCAPITAL.COM
Rdap Domain Creation Date
2008-08-12T19:37:21Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan10
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-08-12T19:37:21Z
Rdap Domain Last Changed
2026-03-29T16:00:14Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.domaincontrol.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
COBURN, NICHOLAS, SCOTT
Executive Officer · 2.5%
6584555
JARJOSA, JASON, FRANK
Executive Officer · 2.5%
2513596
Long, Stacy, Lee
Executive Officer · 2.5%
7091605
TRUSCOTT, BRENT, KEVERN
Executive Officer · 2.5%
4693067