Hyland Bruce Tappan

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Hyland Bruce Tappan
CRD #159731
SEC #801-72980
CIK #
AUM 55.4 M (2026-03-16)
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone908-832-2504
Address
Source [IAPD]
Total AUM ($M)
1008060402002010201520212027
Account Minimums and Types of Clients — Form ADV Part 2A (3/16/2026) [Brochure]
Types of Clients

         Deerview’s client base is primarily composed of high net worth individuals.             Some of
these set up accounts in the form of trusts. Two foundations and one IRA are included in the
total.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 2 0.1
(b) Individuals (high net worth individuals) 6 22.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 2 33.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 12 55.4
By Discretionary
Discretionary 12 55.4
Non-Discretionary 0 0.0
Total 12 55.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 55.4
Total 12 55.4
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
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