Boyar Asset Management, Inc.

RIASEC RegisteredEst. 1983

Total AUM

$228M

Discretionary

$202M

88% of AUM

Avg account

$1.1M

Accounts

205

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 105255
Registered since: July 18, 1983
Website: boyarvaluegroup.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI57.85%
Individuals10.5%
Pooled Investment Vehicles9.15%
Investment Companies8.94%
Corporations / Businesses8.03%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Boyar Asset Management, Inc. is a small, SEC-registered investment adviser and hedge fund manager that has been operating since 1983. The firm is owner-operated and serves a mixed client base of individuals, families and institutional investors. Its advisory activities span separate account portfolio management for individuals and businesses, management of investment companies and pooled investment vehicles, and sponsorship or management roles in private pooled vehicles. Fee arrangements include fees based on a percentage of assets under management, fixed fees and performance-based fees. Boyar does not identify as an active ESG investor and does not operate as a multi-state or newly formed adviser. Its organizational role extends beyond advisory-only activity: the firm has acted as an adviser, sponsor and managing member/GP of pooled investment vehicles.