Boyar Asset Management, Inc. is an SEC registered investment adviser with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $228M in regulatory assets under management, 9 employees, and 205 accounts.
Assets Under Management
$228M
Employees
9
Offices
--
Total Clients
210
Primary office
NEW YORK, NY
32 WEST 39TH STREET, 9TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 44.8% of total clients.
Top client categories% of clientsClients
1
Individuals
44.8%
94
2
HNWI
43.3%
91
3
Corporations
7.1%
15
4
Pension Plans
1.9%
4
5
Charitable
1.4%
3
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$228Mas of March 30, 2026
Discretionary88.5%
$202M
88% of total RAUM88.5%
Non-discretionary11.5%
$26M
12% of total RAUM11.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$228M
Total Accounts205
10Y AUM Change+$25M (+12.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee23:1
10Y Employee Change-1 (-10.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.