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|
| Keyboard |
| Hyland Bruce Tappan
✚
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|
|---|---|
| CRD # | 159731 |
| SEC # | 801-72980 |
| CIK # | |
| AUM | 55.4 M (2026-03-16) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 908-832-2504 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/16/2026) [Brochure] |
|---|
Types of Clients
Deerview’s client base is primarily composed of high net worth individuals. Some of
these set up accounts in the form of trusts. Two foundations and one IRA are included in the
total. |
| AUM Breakdown | Accounts | AUM ($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 |
| Serves | Retail |
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