Form D · Private Equity Fund

Bloomfield Capital Income Fund V, LLC - Series B

Birmingham, MI · CIK 0001840788

Offering snapshot reported Jan 24, 2022 · SEC filing

Reported sold
$141M
Indefinite offering
Investors reported
45
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
Feb 23, 2021
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 45

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 24, 2022Amendment$140,528,059No comparison45SEC filing
Jan 22, 2021InitialYet 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
021-387121

Source: Form D, filed Jan 24, 2022. 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 B

Investment adviser: BLOOMFIELD CAPITAL HOLDINGS, LLC

Gross asset value
$91.9M
Beneficial owners
49
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 805-2614718824

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, Promoter
Jason F Jarjosa Executive, Promoter
Renee Lewis Executive, Promoter
Brent K Truscott Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
700 Forest Ave
Birmingham, MI, 48009