| Name | Title | Ownership | Since |
|---|---|---|---|
| Arlene Jane Kielley Control | Member, President And Chief Compliance Officer, Portfolio Manager | Over 75% | 2011 |
| Julie Renee Toelle | Member, Treasurer, Operations Manager | 10-25% | 2011 |
Somerset Group LLC reports $135.1 million in regulatory assets under management on its Form ADV.
Somerset Group LLC reports 3 employees.
Somerset Group LLC is based in Wayzata, MN and has been SEC-registered since 2012.
Somerset Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 15600 Wayzata Blvd, Suite 304, Wayzata, MN 55391 |
| Phone | 952-681-7254 |
| Office hours | 8:00 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $135.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $135.1M |