Investment Details
Investor Type
Institutional Investor
Asset Class Focus
Fixed Income (Debt and Bonds), Equities, Real Estate
Stage Focus
Growth, Late Stage, Buyout
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Utilities
- Media
- Banking
- Insurance
- Retail
- Investment Management
- Transportation
- Trust Services
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 1889
Established in 1889, Somerset Trust Company is a community bank headquartered in Somerset, Pennsylvania. Over the years, it has expanded its services to include retail banking, online banking, mobile banking, investment services, and trust services. The bank operates branches across several counties in Pennsylvania and Maryland, serving a diverse clientele with a focus on personalized financial solutions. Somerset Trust Company is committed to understanding the unique needs of its customers and communities, striving to exceed expectations through excellent service and competitive products. Its investment portfolio is diversified across various asset classes, including fixed income, equities, and real estate, with a strategic focus on growth, late-stage, and buyout investments. The bank's geographical focus is primarily within the United States, reflecting its dedication to supporting local and regional economic development. Industries represented in its portfolio encompass financial services, banking, investment management, trust services, real estate, insurance, healthcare, retail, technology, consumer goods, energy, utilities, telecommunications, transportation, and media. Investment sizes range from $1 million to $50 million, catering to a broad spectrum of investment opportunities. Somerset Trust Company's long-standing presence and comprehensive service offerings underscore its role as a significant player in the financial sector, committed to fostering economic growth and providing tailored financial solutions to its clients.
Requirements
- Focus on growth, late-stage, and buyout opportunities
- Geographical focus on the United States
- Diversified across various industries including financial services, real estate, and technology
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Contact Number Hidden]
Portfolio Companies
- U.S. Bancorp
- C.H. Robinson Worldwide
- Microsoft
- Invesco QQQ Trust
- Dell Technologies Inc
- Whirlpool
- NextEra Inc
- First Commonwealth Financial Corp
- Vail Resorts
- Aflac Incorporated
- NVIDIA Co.
- Abbott Laboratories
Mentioned In
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$9.95
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$19.95
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$9.95
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$99.00
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$14.95
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$39.95
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$19.95
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$24.95
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$299.00
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