{
  "crd_number": 159731,
  "slug": "deerview-asset-management-159731",
  "primary_business_name": "DEERVIEW ASSET MANAGEMENT",
  "legal_name": "HYLAND, BRUCE TAPPAN",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-01-31",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 55392046.0,
  "raum_discretionary": 55392046.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 33294896.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 143755.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 21953395.0,
      "count": 6
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159731",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/deerview-asset-management-159731",
  "display_name": "Deerview Asset Management",
  "summary": "Deerview Asset Management is an SEC-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Deerview Asset Management (CRD 159731): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Deerview Asset Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Deerview Asset Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Deerview Asset Management registered with the SEC or a state?",
      "a": "Deerview Asset Management is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159731."
    },
    {
      "q": "How much does Deerview Asset Management manage?",
      "a": "Deerview Asset Management reports $55,392,046 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Deerview Asset Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Deerview Asset Management: Regulatory assets under management: $76,000,000 in the October 2021 data and $55,392,046 in the October 2026 data, down 27%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Deerview Asset Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (6); individuals (other than high net worth individuals) (2); charitable organizations (2)."
    },
    {
      "q": "Does Deerview Asset Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159731"
    },
    {
      "q": "What changed in Deerview Asset Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $48,416,492 to $55,392,046 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 76000000.0,
      "total_employees": 1,
      "filing_date": "2021-03-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 90803255.0,
      "total_employees": 1,
      "filing_date": "2022-02-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 76892182.0,
      "total_employees": 1,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 47815263.0,
      "total_employees": 1,
      "filing_date": "2024-02-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 48416492.0,
      "total_employees": 1,
      "filing_date": "2025-02-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 55392046.0,
      "total_employees": 1,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $48,416,492 to $55,392,046 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/deerview-asset-management-159731.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 143755.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 6,
      "fewer_than_5": false,
      "raum": 21953395.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 33294896.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159731",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}