← Tributary

DEERVIEW ASSET MANAGEMENT

· CRD 159731 · IAPD ↗ · 908-832-2504

$55.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2024 — DEERVIEW ASSET MANAGEMENT reported RAUM down 38% ($76.9M -> $47.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.