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Bloomwood
BLOOMWOOD is an SEC-registered investment adviser with $28 million in regulatory assets under management. The firm has 3 employees and 1 investment adviser.
Bloomwood
BLOOMWOOD is an SEC-registered investment adviser with $28 million in regulatory assets under management. The firm has 3 employees and 1 investment adviser. It operates with a small team.
General information
Firm type
Single Family Office
Sector focus
Frequently asked questions
Where does Bloomwood's wealth originate?
The capital traceable to Bloomwood originates from the 2019 sale of The Brennan Group, a St. Louis-based insurance brokerage and consulting firm, to AssuredPartners (public record, 2019). Post-transaction, members of the Brennan family formed the family office to manage the liquidity generated by the exit.
How does Bloomwood invest in real estate — through funds or direct?
Bloomwood prefers direct property acquisition over LP fund commitments. Public property records show the firm purchasing apartment complexes outright, primarily in Missouri, Indiana, and Kentucky, targeting stabilized Class B and workforce housing. The firm does not advertise manager relationships or co-investment vehicles alongside external GPs.
Does Bloomwood operate a private credit strategy, and if so, how?
Yes, Bloomwood originates short-term bridge loans to other real estate investors, functioning as a direct private lender. Loan recordings indicate a focus on collateralized real estate lending tied to acquisition and renovation capital, rather than pooled credit fund structures. The firm does not market its lending operations to the public or through intermediary placement agents.
Is Bloomwood a single family office or an open investment manager?
Bloomwood is a single family office. The firm does not accept outside capital, does not maintain a registered investment advisor (RIA) designation, and has not disclosed any multi-family or external LP vehicles. Investment records suggest all activity is proprietary.
What investment stages and asset classes does Bloomwood target?
Bloomwood targets existing, income-producing real estate — specifically multifamily workforce housing — rather than ground-up development or venture-stage companies. On the credit side, lending is focused on short-term, asset-backed bridge loans to real estate investors. The firm has not disclosed activity in public equities, venture capital, or buyout funds.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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