Investment adviser · CRD 169198

BLOOMFIELD CAPITAL HOLDINGS, LLC

Investment adviser filing (IA)

BIRMINGHAM, MI, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$466M
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
18
Reported in this filing
Advisory professionals
12
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles9$465,683,102100.0%
Filing source

Form ADV 2084078 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BLOOMFIELD INSTITUTIONAL OPPORTUNITY FUND, LLCReal Estate Fund · Last reported Mar 31, 2022$1.81MGross asset value
Auditor COHNREZNICK LLP CHICAGO, Illinois, United States
Custodian J.P. MORGAN SECURITIES LLC BLOOMFIELD HILLS, Michigan, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

COHNREZNICK LLP
PCAOB 596

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Fund details & source
Fund ID
805-5072003875
Reported beneficial owners
1
Minimum commitment
$1M
Form D file number
021-126229

Form ADV 1594752 · Mar 31, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

700 FOREST AVE
BIRMINGHAM, MI, 48009, United States

CRD 169198

Filing source

Form ADV 2084078 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.