# Bloomfield Capital Holdings, LLC

> Bloomfield Capital Holdings, LLC is an SEC-registered investment advisory firm in Birmingham, MI, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 169198
- Filed as: BLOOMFIELD CAPITAL HOLDINGS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Birmingham, MI
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169198
- AdvisorCensus page: https://advisorcensus.com/firm/bloomfield-capital-holdings-llc-birmingham-mi-169198

## Quick answers

**How is Bloomfield Capital Holdings, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bloomfield Capital Holdings, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Bloomfield Capital Holdings, LLC located?**
Bloomfield Capital Holdings, LLC's principal office is in Birmingham, MI, according to its Form ADV; the December 2025 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Bloomfield Capital Holdings, LLC registered with the SEC or a state?**
Bloomfield Capital Holdings, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 169198.

**How much does Bloomfield Capital Holdings, LLC manage?**
Bloomfield Capital Holdings, LLC reports $465,683,102 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Bloomfield Capital Holdings, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bloomfield Capital Holdings, LLC: Regulatory assets under management: $343,201,468 in the October 2021 data and $465,683,102 in the October 2026 data, up 36%. Total employees: 19 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bloomfield Capital Holdings, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Bloomfield Capital Holdings, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169198

**What changed in Bloomfield Capital Holdings, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 12. No longer lists an office in Portland, ME.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $465,683,102
- Discretionary: $465,683,102
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $465,683,102 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 18 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the December 2025 filing
- Portland, ME

### Websites listed on Form ADV (Item 1.I)
- bloomfieldcap.com
- bloomfieldcapital.com
- LinkedIn @BLOOMFIELD-CAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $343,201,468 | 19 | August 10, 2021 |
| October 2022 | $409,717,153 | 18 | March 31, 2022 |
| October 2023 | $387,212,170 | 19 | March 31, 2023 |
| October 2024 | $402,699,159 | 19 | March 29, 2024 |
| October 2025 | $431,852,499 | 17 | May 15, 2025 |
| October 2026 | $465,683,102 | 18 | March 31, 2026 |

Regulatory assets under management: $343,201,468 in the October 2021 data and $465,683,102 in the October 2026 data, up 36%.
Total employees: 19 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 12.
- No longer lists an office in Portland, ME.

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bloomfield Capital Holdings, LLC (CRD 169198): Form ADV filing data as of October 2026.