BOYAR ASSET MANAGEMENT, INC.
BOYAR ASSET MANAGEMENT INC Legal Name
Adviser information for BOYAR ASSET MANAGEMENT, INC. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 120 | $189.5M |
| Non-Discretionary | 119 | $27.6M |
| Total | 239 | $217.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 108 | $18.7M |
| HNW Individuals | 104 | $122.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $28.9M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $16.9M |
| Pension and profit sharing plans | 5 | $5.9M |
| Charitable organizations | <5 | $4.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 15 | $19.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Principal Office
32 WEST 39TH STREET9TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9AM - 5PM
Tel: 212-995-8300, Fax: 212-995-5636
Chief Compliance Officer
JONATHAN BOYAR
PRINCIPAL
32 WEST 39TH STREET
9TH FLOOR
NEW YORK
NY
United States
Tel:
212-995-8300
Fax:
212-995-5636
J*****@******************M
(Full email address available in API data)
Regulatory Contact
ROSA WELLINGTON
OPERATIONS MANAGER
32 WEST 39TH STREET
9TH FLOOR
NEW YORK
NY
United States
Tel:
212-995-8300
Fax:
212-995-5636
R***@******************M
(Full email address available in API data)
Industry Affiliates
| BOYAR GP HOLDINGS, LTD | Sponsor, GP, manager of pooled investment vehicles |
| BOYAR INTRINSIC VALUE RESEARCH, LLC | Other investment adviser, including financial planners |
| BOYAR'S ALTERNATIVE STRATEGIES, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BOYAR PARTNERS L.P. | Hedge Fund | $12.3M | $0.3M | 7 |
| BOYAR'S ORPHANED EQUITY FUND, L.P. | Hedge Fund | $4.1M | $0.3M | 16 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BOYAR, MARK, ALAN | Individual | – | PRESIDENT/DIRECTOR | 06/1983 | > 75% |
| BOYAR, LEE, BENJAMIN | Individual | – | OWNER | 06/1983 | 5-10% |
| BOYAR, JONATHAN, IVES | Individual | – | OWNER/CHIEF COMPLIANCE OFFICER | 06/1983 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ACUSHNET HLDGS CORP | COM | 1M | 18K | – |
| ALLISON TRANSMISSION HLDGS I | COM | 365K | 5K | – |
| ALPHABET INC | CAP STK CL A | 2M | 10K | – |
| ALPHABET INC | CAP STK CL C | 585K | 3K | – |
| AMERICAN EXPRESS CO | COM | 1M | 5K | – |
| AMERICAN INTL GROUP INC | COM NEW | 300K | 4K | – |
| AMERIPRISE FINL INC | COM | 11M | 25K | – |
| ANGI INC | COM CL A NEW | 289K | 151K | – |
| APPLE INC | COM | 647K | 3K | – |
| ATLANTA BRAVES HLDGS INC | COM SER C | 2M | 52K | – |
| BANK AMERICA CORP | COM | 6M | 163K | – |
| BANK NEW YORK MELLON CORP | COM | 3M | 57K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 842K | 2K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 1M | 30K | – |
| BROADRIDGE FINL SOLUTIONS IN | COM | 1M | 7K | – |
| CHUBB LIMITED | COM | 685K | 3K | – |
| CISCO SYS INC | COM | 3M | 64K | – |
| CITIGROUP INC | COM NEW | 2M | 24K | – |
| COCA COLA CO | COM | 2M | 25K | – |
| COMCAST CORP NEW | CL A | 4M | 102K | – |
| CONDUENT INC | COM | 317K | 97K | – |
| CORNING INC | COM | 386K | 10K | – |
| CVS HEALTH CORP | COM | 1M | 22K | – |
| DISNEY WALT CO | COM | 3M | 33K | – |
| EBAY INC. | COM | 827K | 15K | – |
| EDGEWELL PERS CARE CO | COM | 329K | 8K | – |
| ENERGIZER HLDGS INC NEW | COM | 474K | 16K | – |
| FRANKLIN RESOURCES INC | COM | 399K | 18K | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 413K | 5K | – |
| GENERAL DYNAMICS CORP | COM | 476K | 2K | – |
| GLOBAL PMTS INC | COM | 658K | 7K | – |
| HANESBRANDS INC | COM | 386K | 78K | – |
| HOME DEPOT INC | COM | 10M | 28K | – |
| HOWARD HUGHES HOLDINGS INC | COM | 412K | 6K | – |
| IAC INC | COM NEW | 904K | 19K | – |
| INTEL CORP | COM | 2M | 52K | – |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 387K | 3K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 310K | 2K | – |
| JOHNSON & JOHNSON | COM | 3M | 18K | – |
| JPMORGAN CHASE & CO. | COM | 11M | 56K | – |
| KENVUE INC | COM | 495K | 27K | – |
| KIMBERLY-CLARK CORP | COM | 297K | 2K | – |
| KLA CORP | COM NEW | 225K | 273 | – |
| LABCORP HOLDINGS INC | COM SHS | 817K | 4K | – |
| LEVI STRAUSS & CO NEW | CL A COM STK | 222K | 11K | – |
| MADISON SQUARE GARDEN ENTMT | COM CL A | 2M | 49K | – |
| MADISON SQUARE GRDN SPRT COR | CL A | 4M | 22K | – |
| MARKEL GROUP INC | COM | 533K | 338 | – |
| MARRIOTT INTL INC NEW | CL A | 2M | 9K | – |
| MCDONALDS CORP | COM | 2M | 6K | – |
| MEDTRONIC PLC | SHS | 380K | 5K | – |
| MERCK & CO INC | COM | 548K | 4K | – |
| MGM RESORTS INTERNATIONAL | COM | 1M | 26K | – |
| MICROSOFT CORP | COM | 21M | 48K | – |
| MONDELEZ INTL INC | CL A | 3M | 49K | – |
| MUELLER WTR PRODS INC | COM SER A | 1M | 69K | – |
| NASDAQ INC | COM | 322K | 5K | – |
| NEWELL BRANDS INC | COM | 234K | 36K | – |
| NEWS CORP NEW | CL A | 437K | 16K | – |
| PFIZER INC | COM | 3M | 96K | – |
| QURATE RETAIL INC | COM SER A | 16K | 26K | – |
| SCHWAB CHARLES CORP | COM | 291K | 4K | – |
| SCOTTS MIRACLE-GRO CO | CL A | 2M | 31K | – |
| SOUTHERN CO | COM | 261K | 3K | – |
| SPHERE ENTERTAINMENT CO | CL A | 2M | 45K | – |
| SUNOPTA INC | COM | 167K | 31K | – |
| SYSCO CORP | COM | 2M | 24K | – |
| TARGET CORP | COM | 2M | 12K | – |
| TOPGOLF CALLAWAY BRANDS CORP | COM | 1M | 89K | – |
| TOWNSQUARE MEDIA INC | CL A | 429K | 39K | – |
| TRINITY PL HLDGS INC | COM | 10K | 84K | – |
| UBER TECHNOLOGIES INC | COM | 7M | 95K | – |
| UNITED PARCEL SERVICE INC | CL B | 2M | 18K | – |
| VERIZON COMMUNICATIONS INC | COM | 451K | 11K | – |
| WARNER BROS DISCOVERY INC | COM SER A | 959K | 129K | – |
| WASTE MGMT INC DEL | COM | 1M | 6K | – |
| WENDYS CO | COM | 509K | 30K | – |
| WESTERN UN CO | COM | 170K | 14K | – |