SOMERVILLE ASSOCIATES

SOMERVILLE ASSOCIATES is an SEC-registered investment adviser (CRD 124214). Regulatory assets under management: $60.4M.

Registration

• CRD: 124214
• Type: Registered investment adviser
• Phone: 248-538-3779
• Latest filing: 2026-03-06
• Regulatory AUM: $60.4M
• Discretionary AUM: $60.4M
• Clients: 2
• Accounts: 61

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124214 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search