SOMERSET GROUP LLC
CRD #160282 SEC #801-73020 WAYZATA, MN 952-681-7254
SEC Registered
Total AUM
$135.1M
Discretionary
$135.1M
Employees
3
Clients
10
Accounts
161
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $135.1M | $135.1M | $0 | 3 | 0 |
| Feb 2025 | $135.1M | $135.1M | $0 | 3 | 0 |
| Mar 2024 | $145.6M | $145.6M | $17.3K | 3 | 0 |
| Apr 2023 | $141.2M | $141.2M | $16.9K | 4 | 0 |
| Mar 2023 | $141.2M | $141.2M | $16.9K | 4 | 0 |
| Mar 2022 | $174.6M | $174.6M | $19.8K | 4 | 0 |
| Mar 2021 | $144.7M | $144.7M | $20.6K | 4 | 0 |
| Oct 2020 | $138.1M | $138.1M | $19.4K | 4 | 0 |
| Mar 2020 | $138.1M | $138.1M | $19.4K | 4 | 0 |
| Mar 2019 | $131.3M | $131.3M | $19K | 5 | 0 |
| Mar 2018 | $143.9M | $143.8M | $20.4K | 5 | 0 |
| Mar 2017 | $136M | $136M | $21.9K | 3 | 26 |
| Mar 2016 | $136.6M | $136M | $604.5K | 3 | 26 |
| Aug 2015 | $162.1M | $161.5M | $619.3K | 4 | 26 |
| Mar 2015 | $162.1M | $161.5M | $619.3K | 4 | 26 |
| Mar 2014 | $184M | $183.4M | $593.3K | 4 | 26 |
| Mar 2013 | $236.9M | $236.3M | $589.6K | 4 | 26 |
| Jul 2012 | $231.7M | $231M | $664.7K | -- | 0 |
| Apr 2012 | $231.7M | $231M | $664.7K | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$145.6M
Discretionary$145.6M
Non-Disc.$17.3K
Employees3
Clients0
DateApr 2023
Total AUM$141.2M
Discretionary$141.2M
Non-Disc.$16.9K
Employees4
Clients0
DateMar 2023
Total AUM$141.2M
Discretionary$141.2M
Non-Disc.$16.9K
Employees4
Clients0
DateMar 2022
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$19.8K
Employees4
Clients0
DateMar 2021
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$20.6K
Employees4
Clients0
DateOct 2020
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$19.4K
Employees4
Clients0
DateMar 2020
Total AUM$138.1M
Discretionary$138.1M
Non-Disc.$19.4K
Employees4
Clients0
DateMar 2019
Total AUM$131.3M
Discretionary$131.3M
Non-Disc.$19K
Employees5
Clients0
DateMar 2018
Total AUM$143.9M
Discretionary$143.8M
Non-Disc.$20.4K
Employees5
Clients0
DateMar 2017
Total AUM$136M
Discretionary$136M
Non-Disc.$21.9K
Employees3
Clients26
DateMar 2016
Total AUM$136.6M
Discretionary$136M
Non-Disc.$604.5K
Employees3
Clients26
DateAug 2015
Total AUM$162.1M
Discretionary$161.5M
Non-Disc.$619.3K
Employees4
Clients26
DateMar 2015
Total AUM$162.1M
Discretionary$161.5M
Non-Disc.$619.3K
Employees4
Clients26
DateMar 2014
Total AUM$184M
Discretionary$183.4M
Non-Disc.$593.3K
Employees4
Clients26
DateMar 2013
Total AUM$236.9M
Discretionary$236.3M
Non-Disc.$589.6K
Employees4
Clients26
DateJul 2012
Total AUM$231.7M
Discretionary$231M
Non-Disc.$664.7K
Employees--
Clients0
DateApr 2012
Total AUM$231.7M
Discretionary$231M
Non-Disc.$664.7K
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0