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 09/30/16. The fund's latest filing disclosed 97MM in positions, representing 60% of the manager's regulatory AUM.

SOMERSET GROUP LLC StockAlpha

-2.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

SOMERSET GROUP LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MMM 13.64% Industrials 0.54% -1.15% 0 24%
USB 12.46% Financials 19.75% -0.32% 0 14%
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FEATURED IN
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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

SOMERSET GROUP LLC Contact Information

Phone Number: 763-208-4459
Fax Number: 763-568-7583
Website:

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