SOMERSET GROUP LLC Overview
Somerset Group Llc is an investment advisor that manages 162.1 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 06/30/21. The fund's latest filing disclosed 140MM in positions, representing 86% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 06/30/21. The fund's latest filing disclosed 140MM in positions, representing 86% of the manager's regulatory AUM.
SOMERSET GROUP LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SOMERSET GROUP LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| USB | 11.17% | Financials | 4.95% | -0.03% | 0 | 0% | ||
| MMM | 9.84% | Industrials | -8.16% | -0.7% | 0 | 0% | ||
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FEATURED IN
SOMERSET GROUP LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John M. Murphy | Member, Chief Executive Officer, Portfolio Manager | December-2011 |
| Arlene J. Kielley | Member, President And Chief Compliance Officer, Portfolio Manager | December-2011 |
| Abbey M. Spoo | Member, Corporate Secretary, Portfolio Manager | December-2011 |
| Julie R. Toelle | Member, Treasurer, Operations Manager | December-2011 |
SOMERSET GROUP LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SOMERSET GROUP LLC Investment Strategy
SOMERSET GROUP LLC Portfolio Concentration
SOMERSET GROUP LLC Location
701 XENIA AVENUE SOUTH
SUITE 270
GOLDEN VALLEY, Minnesota
UNITED STATES, 55416
SUITE 270
GOLDEN VALLEY, Minnesota
UNITED STATES, 55416
SOMERSET GROUP LLC Contact Information
Phone Number: 763-208-4459
Fax Number: 763-568-7583
Website: http://www.somerset-group.com
Fax Number: 763-568-7583
Website: http://www.somerset-group.com
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