Legacy Bloom CapitalLegacy Bloom Capital

About Legacy Bloom

Built from experience. Led with intention.

The story behind Legacy Bloom Capital — and the people who decided every dollar deserved a clear way home.

The Principle

The one rule that built Legacy Bloom.

There must always be a clear path to capital recovery.

— Keleisha Carter, Founder

The Firm

Four convictions.

The principles behind every loan we fund and every dollar we deploy.

01

Return of Capital First

Every loan begins with one question — how does this capital come back? Answered before we fund.

02

Conviction Over Volume

We underwrite in-house, lend only in markets we know, and pass on far more than we fund.

03

Relationships That Compound

No ads. No sales team. Every dollar deployed came from someone introducing us to the next.

04

Income Without Ownership

Interest on real, property-backed loans. Real estate exposure, structured as income.

  • Since 2021
  • $8M+ Deployed
  • 80+ Loans Funded
  • 98% Principal Returned
  • 20+ Repeat Investors

Message from the Founder

A Note from Keleisha

Keleisha Carter, Founder of Legacy Bloom Capital

Keleisha Carter

Founder & CEO

I didn't come from money. I didn't come from connections. I came from Montego Bay, Jamaica, with a one-way ticket to Martha's Vineyard and a willingness to outwork any room I walked into.

I built my career the hard way — through the restaurant industry, into management and operations — while teaching myself real estate on the side. I learned early that real wealth isn't built on a paycheck. It's built on ownership. So I stopped studying and started doing: finding deals, and putting my own conviction on the line.

That's when I hit the wall every operator hits. The deals were good — the banks just wouldn't fund what didn't fit their box. I refused to accept that “no” as the end of the story. I raised the money myself, convincing private investors to back what the institutions wouldn't. The deals closed. The returns came back.

But I saw something bigger in that grind. I wasn't the only operator getting told no, and the investors writing those checks were carrying all the risk alone. I'd lived both sides of that broken handshake — so I knew exactly how to fix it: pool the capital, spread the risk, and build a vehicle where investors could be passive and operators could finally get funded.

That vehicle is Legacy Bloom Capital. It isn't a concept or a pitch. It's a solution built from real problems, real deals, and a promise I make to every person who invests alongside me: I will never treat your capital as anything less than my own fight.

I've never waited for someone to open a door. I built one — and I'm holding it open for you.

I will never treat your capital as anything less than my own fight.

In the Room · April 2026

Highlights from the launch event.

A celebration with the investors, operators, and service providers who helped plant the seed — and are now here to watch Legacy Bloom.

The Legacy Bloom team on the step-and-repeat.Keleisha with early investors and partners.Guests taking in the Visionary Investor founder story.Investors and operators connecting between sessions.Founders speechA pastor prays a blessing over Legacy Bloom Capital.The room filled with investors, operators, and friends of the firm.

The Legacy Bloom team on the step-and-repeat.

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Leadership

The people behind the capital.

The team underwriting and managing every dollar Legacy Bloom deploys.

Keleisha Carter

Keleisha Carter

Founder & CEO

Keleisha sets the firm's investment thesis and directs capital deployment across the portfolio. Her background spans private lending, real estate investing, and building businesses from the ground up — an operator's lens, sharpened by marketing and hands-on management.

Bradley Helmen

Bradley Helmen

Managing Partner

With 15+ years in forecasting, sales analysis, and risk management, Bradley joined the firm after first investing as an LP. He owns the firm's investor relations and capital raising — building the relationships that fund the portfolio.

Dustin Gomez

Dustin Gomez

Advisory Board

A Registered Investment Advisor and fund manager, Dustin helps steer the firm's overall strategy and direction. A seasoned real estate operator, he advises at the level of firm strategy — how the fund is positioned and where it goes next.

Third Party Service Providers

Trusted partners.

Capital is deployed with discipline because the people around it are disciplined.

PSBP Law

Legal counsel

Cash Flow Portal

Fund administration & accounting

More partners as the fund grows

Testimonials

In the words of our investors.

"I had an incredible experience. From the first conversation to funding my first deal, Keleisha made the whole process easy. She walked me through every step and answered every question. If you're brand new to private lending, I'd highly recommend her as a mentor."
C
Christopher H.
Private Investor
"LOVED working with Keleisha and her team. Always on top of it, always communicating on time, and bringing friendly, professional enthusiasm to everyone involved. I'll definitely work with them again."
Sylvia K.
Sylvia K.
Repeat Investor
"Amazing every step of the way. Full communication and transparency. Looking forward to more deals."
I
Izabella F.
Capital Partner

A few of the people behind the capital

Adam K.Adam K.
CJ H.CJ H.
Liuver S.Liuver S.
Macarena G.Macarena G.
Mercedes B.Mercedes B.
Troy H.Troy H.

An Invitation

Not built for everyone.
Built for the right ones.

For people who believe capital should be thoughtfully deployed, clearly structured, and actively managed. If our approach resonates, we'd welcome the conversation.