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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | E | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | E | Control |
| MURPHY, JOHN, MOYLAN | I | PRESIDENT | D | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER | D | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, PRESIDENT | D | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, PRESIDENT | D | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER | D | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, PRESIDENT | D | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, PRESIDENT | D | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, PRESIDENT | D | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER | D | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER | D | Control |
| KIELLEY, ARLENE, JANE | I | PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | C | Control |
| KIELLEY, ARLENE, JANE | I | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | C | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER | C | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER | C | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER | C | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER | C | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER | C | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER | C | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER | C | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER | C | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER | C | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER | C | Control |
| MURPHY, JOHN, MOYLAN | I | MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER | C | Control |
| SPOO, ABBEY, MARLANA | I | PORTFOLIO MANAGER | B | Control |
| SPOO, ABBEY, MARLANA | I | MEMBER, PORTFOLIO MANAGER | B | Control |
| SPOO, ABBEY, MARLANA | I | MEMBER, PORTFOLIO MANAGER | B | Control |
| SPOO, ABBEY, MARLANA | I | MEMBER, CORPORATE SECRETARY, PORTFOLIO MANAGER | B | Control |
| SPOO, ABBEY, MARLANA | I | MEMBER, PORTFOLIO MANAGER | B | Control |
| SPOO, ABBEY, MARLANA | I | MEMBER, PORTFOLIO MANAGER | B | Control |
| SPOO, ABBEY, MARLANA | I | MEMBER, PORTFOLIO MANAGER | B | Control |
| SPOO, ABBEY, MARLANA | I | MEMBER, CORPORATE SECRETARY, PORTFOLIO MANAGER | B | Control |
| SPOO, ABBEY, MARLANA | I | MEMBER, CORPORATE SECRETARY, PORTFOLIO MANAGER | B | Control |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | B | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | B | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | B | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | B | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | B | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | B | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | B | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | B | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | B | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | B | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | B | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | B | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | B | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | B | |
| TOELLE, JULIE, RENEE | I | OPERATIONS MANAGER | A | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | A | |
| TOELLE, JULIE, RENEE | I | MEMBER, OPERATIONS MANAGER | A | |
| TOELLE, JULIE, RENEE | I | MEMBER, OPERATIONS MANAGER | A | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | A | |
| TOELLE, JULIE, RENEE | I | MEMBER, OPERATIONS MANAGER | A | |
| TOELLE, JULIE, RENEE | I | MEMBER, OPERATIONS MANAGER | A | |
| TOELLE, JULIE, RENEE | I | MEMBER, OPERATIONS MANAGER | A | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | A | |
| TOELLE, JULIE, RENEE | I | MEMBER, TREASURER, OPERATIONS MANAGER | A |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (2)
FL MN
Address
15600 WAYZATA BLVDSUITE 304
WAYZATA, MN 55391
United States
Phone: 952-681-7254