Bloomfield Capital Holdings, LLC

Fee-Only (% of Portfolio)

Bloomfield Capital Holdings, LLC is an investment advisor that manages pooled investment vehicles (Funds) that invest primarily in real estate equity and debt assets. Bloomfield provides discretionary investment advisory services to the Funds, tailoring its services to the individual needs of each Fund. Bloomfield utilizes similar strategies for all of its Funds; however, some Funds may differ in their particular investing approaches, investment types and/or investment limitations.

Assets Under Management$430M
Clients8
AdvisorsN/A
Avg. per Client$54M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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