Boyar Asset Management, Inc.
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
FINTRXOverview
Boyar Asset Management, Inc. is a small, privately owned investment adviser that has been SEC-registered since 1983 and is organized as a hedge fund manager. The firm serves both individual/family and institutional clients and provides portfolio management across separately managed accounts, pooled vehicles and investment companies. Its fee arrangements include percentage-of-AUM charges, fixed fees and performance-based fees, consistent with managing pooled hedge fund structures. Boyar does not identify as an active ESG investor and is not registered as a multi-state adviser. Boyar also functions in sponsor and general-partner roles for pooled vehicles it manages. While the firm is not described as a capital allocator to third-party managers at scale, its activities include operating and managing its own pooled investment vehicles alongside advisory services for private and institutional clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Cash & Cash Equivalents18%
- Other1%
Contacts
3 of 4Mark Boyar
Founder & PresidentCRD 27586

Lee Boyar
OwnerCRD 4329744

Jonathan Boyar
PresidentCRD 4518041
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 667 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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