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Boyar Asset Management Inc
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CRD # | 105255 |
SEC # | 801-19283 |
CIK # | 0001218254 |
AUM | $217.1 MM (2024-06-14) |
Employees | 9 (67% Investors, 0% Brokers) |
Phone | 212-995-8300 |
Address | 32 West 39th Street New York, NY 10018 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 21.5 | |
JPM | 340,169.2 | 11.3 | |
AMP | 26,790.3 | 10.6 | |
HD | 277,648.0 | 9.6 | |
UBER | 43,357.6 | 6.9 | |
BAC | 278,315.2 | 6.5 | |
MSGS | 3,660.1 | 4.2 | |
CMCSA | 175,303.0 | 4.0 | |
BK | 34,622.2 | 3.4 | |
DIS | 174,716.7 | 3.2 | |
View All |
Holdings by Sector ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
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HF | Boyar's Orphaned Equity Fund LP | [2019-03-30] | 4.0 | 4.1 |
HF | Boyar Partners LP | 2012-04-02 | 12.3 |
AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 108 | 0.0 |
(b) Individuals (high net worth individuals) | 104 | 0.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 2 | 0.0 |
(g) Pension and profit sharing plans | 5 | 0.0 |
(h) Charitable organizations | 4 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 15 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 239 | 0.2 |
By Discretionary | ||
Discretionary | 120 | 0.2 |
Non-Discretionary | 119 | 0.0 |
Total | 239 | 0.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 0.2 | |
Total | 239 | 0.2 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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Boyars Alternative Strategies LLC | 1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001218254] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Winebrenner Capital Management LLC
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KY | 0.2 |
Credit Capital Investments LLC
✚
|
NJ | 0.2 |
UNIO Capital LLC
✚
|
NJ | 0.2 |
Ironwood Investment Management LLC
✚
|
MA | 0.2 |
Equitas Capital Advisors LLC
✚
|
LA | 0.2 |
Regents Partners LLC
✚
|
UT | 0.2 |
Harvest Volatility Management LLC
✚
|
CT | 0.2 |
Sugar Maple Asset Management LLC
✚
|
WI | 0.2 |
Brean Asset Management LLC
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|
NJ | 0.2 |
Sterling Capital Management Inc
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|
WI | 0.2 |