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. operates as a registered hedge-fund–style advisory firm that has been SEC-registered since 1983 and is owned by an individual. The firm serves both individual/family and institutional clients and provides portfolio management across a range of account types, including separately managed accounts, pooled investment vehicles and investment companies. Its fee arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. Boyar does not identify as an active ESG investor and does not position itself as a capital allocator to third-party managers; it also functions in sponsor/GP and managing-member roles for pooled vehicles it organizes.