DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 169198
BIRMINGHAM, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BLOOMFIELD CAPITAL INCOME FUND V, LLC - SERIES B | Real Estate Fund | $213M | Mar 29, 2024 | 49 | Mar 31, 2022 | reported | 021-387121 |
| BLOOMFIELD CAPITAL INCOME FUND III, LLC | Real Estate Fund | $106M | Aug 10, 2021 | 86 | Dec 2, 2015 | dropped | 021-252390 |
| BLOOMFIELD CAPITAL FUND V, LLC - SERIES C | Real Estate Fund | $63.6M | Mar 29, 2024 | 38 | Mar 29, 2024 | reported | 021-472604 |
| BLOOMFIELD CAPITAL INCOME FUND V, LLC - SERIES A | Real Estate Fund | $19.7M | Mar 29, 2024 | 34 | Mar 29, 2019 | reported | 021-324780 |
| BLOOMFIELD CAPITAL FUND IV, LP | Real Estate Fund | $15.2M | May 11, 2018 | 30 | Mar 30, 2018 | dropped | 021-305278 |
| BLOOMFIELD INSTITUTIONAL OPPORTUNITY FUND, LLC | Real Estate Fund | $1.8M | Mar 31, 2022 | 1 | Dec 2, 2015 | dropped | 021-126229 |
| BLOOMFIELD CAPITAL INCOME FUND II, LLC | Real Estate Fund | $0 | Mar 29, 2024 | 42 | Dec 2, 2015 | reported | 021-184180 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COBURN, NICHOLAS, SCOTT | MANAGING PARTNER | Na | yes | 11/2011 | May 11, 2018 | Mar 29, 2024 |
| COBURN, NICHOLAS, SCOTT | Member | E | yes | 12/2015 | May 11, 2018 | Mar 29, 2024 |
| JARJOSA, JASON, FRANK | Member | E | yes | 12/2015 | May 11, 2018 | Mar 29, 2024 |
| JARJOSA, JASON, FRANK | CHIEF COMPLIANCE OFFICER | Na | yes | 11/2011 | May 11, 2018 | Mar 29, 2024 |
| JFJ HOLDINGS, LLC | Member | C | yes | 12/2015 | Mar 29, 2019 | Mar 29, 2024 |
| LEWIS, RENEE, JENNIFER | MANAGING PARTNER | Na | yes | 10/2017 | May 11, 2018 | Mar 29, 2024 |
| Long, Stacy, Lee | Cfo | Na | yes | 05/2014 | Mar 29, 2019 | Mar 29, 2024 |
| NSC HOLDINGS, LLC | Member | C | yes | 12/2015 | Mar 29, 2019 | Mar 29, 2024 |
| TRUSCOTT HOLDINGS, LLC | Member | B | yes | 12/2015 | Mar 29, 2019 | Mar 29, 2024 |
| TRUSCOTT, BRENT, KEVERN | Member | E | yes | 12/2015 | May 11, 2018 | Mar 29, 2024 |
| TRUSCOTT, BRENT, KEVERN | Partner | Na | yes | 11/2011 | May 11, 2018 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BLOOMFIELD CAPITAL PARTNERS II, LLC | n/a | n/a | n/a | N | yes | n/a |
| BLOOMFIELD CAPITAL PARTNERS III, LLC | n/a | n/a | n/a | N | yes | n/a |
| BLOOMFIELD CAPITAL PARTNERS V, LLC | n/a | n/a | n/a | N | yes | n/a |
| BLOOMFIELD POMEROY, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Portland | Me | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $466M | $466M | 18 | 12 | 0 | 5 | n/a |
| 2024 | Mar 31, 2025 | $432M | $432M | 17 | 11 | 1 | 5 | n/a |
| 2023 | Mar 29, 2024 | $403M | $403M | 19 | 12 | 1 | 4 | $296M |
| 2022 | Mar 31, 2023 | $387M | $387M | 19 | 11 | 1 | 3 | $241M |
| 2021 | Mar 31, 2022 | $410M | $410M | 18 | 10 | 1 | 4 | $224M |
| 2020 | Mar 30, 2021 | $343M | $343M | 19 | 11 | 2 | 4 | $273M |
| 2019 | Mar 27, 2020 | $266M | $266M | 19 | 11 | 2 | 4 | $203M |
| 2018 | Mar 29, 2019 | $210M | $210M | 18 | 11 | 2 | 4 | $172M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $466M | $432M | 7.8% | $387M | 6.3% | 18 | 17 | 0 | 1 |