Boyar Asset Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$155,969,918
This total excludes 25 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
185
49% high-net worth
Advisors
1
of 9 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
185
Very HighAverage account size
$843,081
About
Boyar Asset Management provides discretionary and non‑discretionary portfolio management to separately managed accounts and serves as investment adviser to multiple pooled vehicles, including two private funds and an open‑end registered investment company. Its client base includes individual and high‑net‑worth investors as well as institutional and investment‑company clients, and the firm also acts as a sub‑advisor to other investment advisers and select non‑U.S. clients.
The firm follows a fundamental, value‑oriented investment approach that seeks securities trading below its estimate of intrinsic value, typically emphasizing longer holding periods and historically low turnover while permitting concentrated positions and a range of equity‑related instruments. Separately managed accounts are tailored to individual client objectives, whereas private fund investors and the registered fund are managed according to their governing documents and fund mandates.
Boyar’s structure and activities are distinctive for a firm of its size: it manages both private pooled funds and a registered investment company, sponsors funds through affiliated general‑partner entities, and accepts performance‑based compensation for certain pooled vehicles. The firm also publishes proprietary research through an affiliated publishing entity that is sold to third parties and participates in data‑sharing programs, and it has formal policies (blackout periods, allocation reviews and compliance oversight) to address potential conflicts arising from those activities.
Client services
Portfolio management
Expertise
Concentrated stock management
Fee options
$0+: 1.5% annually (typical standard rate for SMA Clients, negotiable) $0+: 0.25% quarterly (1% annually) administration fee for Boyar Partners L.P. (Fund) $0+: 0.1875% quarterly (0.75% annually) administration fee for Boyar’s Orphaned Equity Fund, L.P. Founder’s class $0+: 0.25% quarterly (1% annually) administration fee for Boyar’s Orphaned Equity Fund, L.P. Regular share class
20% incentive fee on profits exceeding high-water mark for Boyar Partners L.P.; 15% incentive fee for Founder’s class and 17.5% incentive fee for Regular share class of Boyar’s Orphaned Equity Fund, L.P.
Account minimum: $1,000,000
Main office location
Boyar Asset Management, Inc.
32 West 39 Th Street, 9 Th Floor
New York NY 10018, United States
Number of offices
1
Most active in
Boyar Asset Management, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Connecticut · Florida · New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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