Boyar Asset Management Inc
- Regulatory AUM
- $228M
- Discretionary
- $202M
- Clients
- 210
- Avg AUM / client
- $1.1M
- Accounts
- 205
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 94 | $24.0M | 10.5% |
| High net worth individuals | 91 | $132M | 57.8% |
| Investment companies | 1 | $20.4M | 8.94% |
| Pooled investment vehicles (non-investment companies) | 2 | $20.9M | 9.15% |
| Pension and profit sharing plans | 4 | $7.8M | 3.4% |
| Charitable organizations | 3 | $4.9M | 2.14% |
| Corporations and other businesses | 15 | $18.3M | 8.03% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $16.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Boyar Partners L.P. | Hedge Fund | Delaware | $12.3M | 7 |
| Boyar's Orphaned Equity Fund, L.P. | Hedge Fund | Delaware | $4.1M | 16 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Boyar, Jonathan, Ives | Owner/Chief Compliance Officer | Jun 1983 (43y) | 5% – 10% | |
| Boyar, Lee, Benjamin | Owner | Jun 1983 (43y) | 5% – 10% | |
| Boyar, Mark, Alan | President/Director | Jun 1983 (43y) | 75% or more | |
| Bruce John Jensen | Registered representative | Jun 2021 (5y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $16.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Boyar Partners L.P. | Hedge Fund | $12.3M | $250K | 7 |
| Boyar's Orphaned Equity Fund, L.P. | Hedge Fund | $4.1M | $250K | 16 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 1.45 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $165M (72% of AUM) May 2026
- Bnp Paribas $30.0M (12% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗