Form D · Private Equity Fund

Bloomfield Capital Income Fund V, LLC

Birmingham, MI · CIK 0001757203

Offering snapshot reported Nov 2, 2020 · SEC filing

Reported sold
$138M
Indefinite offering
Investors reported
31
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Nov 16, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$69M$138MOct 31, 2018Oct 31, 2019: $81,660,333.00Oct 31, 2019Nov 2, 2020: $137,981,668.00Nov 2, 2020

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$81,660,333 → $137,981,668
  • Reported investors24 → 31

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 2, 2020Amendment$137,981,668$56,321,335vs Oct 31, 201931SEC filing
Oct 31, 2019Amendment$81,660,333No comparison24SEC filing
Oct 31, 2018InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.5, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-324780

Source: Form D, filed Nov 2, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BLOOMFIELD CAPITAL INCOME FUND V, LLC - SERIES A

Investment adviser: BLOOMFIELD CAPITAL HOLDINGS, LLC

Gross asset value
$5.74M
Beneficial owners
34
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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 243

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Filing source

Form ADV 2084078 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2713718086

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Nicholas S Coburn Executive
Jason F Jarjosa Executive
Renee Lewis Executive
Brent K Truscott Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
280 N. Old Woodward Avenue Suite 104
Birmingham, MI, 48009