Somerset Group LLC
● SEC registered since 2012CRD 160282SEC# 801-73020Wayzata, MN
Reg. AUM
$145.6M
Employees
3
Accounts
161
Location
Wayzata, MN
Somerset Group LLC assets under management
Somerset Group LLC operates as an SEC-registered investment adviser based in Wayzata, MN. The firm has been registered since 2012. It reports $145.6 million in regulatory assets under management and employs 3 people.
Somerset Group LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arlene Jane Kielley Control | Member, President And Chief Compliance Officer, Portfolio Manager | Over 75% | 2011 |
| Cynthia Anne Hansen Control | Executive Vice President | 10-25% | 2026 |
| Julie Renee Toelle | Member, Treasurer, Operations Manager | 10-25% | 2011 |
Frequently asked questions
How much does Somerset Group LLC manage?
Somerset Group LLC reports $145.6 million in regulatory assets under management on its Form ADV.
How many employees does Somerset Group LLC have?
Somerset Group LLC reports 3 employees.
Where is Somerset Group LLC located?
Somerset Group LLC is based in Wayzata, MN and has been SEC-registered since 2012.
Does Somerset Group LLC disclose fund performance?
Somerset Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$145.6M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$145.6Mregulatory AUM
Discretionary $145.6M