BOYAR ASSET MANAGEMENT INC

B53
CRD 105255·SEC 801-19283·NEW YORK, NY
AUM
$228.2M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$685K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BOYAR ASSET MANAGEMENT INC
CRD
105255
SEC file #
801-19283
EIN
133161523
DBA names
Boyar Asset Management, Inc.

Economics

AUM
$228.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$208.8M → $228.2M▲ +9%
Client mix
Individuals Other94
Individuals High Net Worth91
Corporations15
Pension Profit Sharing Plans4
Charitable Organizations3

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
6 advisors → 6 advisors▬ 0%
Primary office
NEW YORK NY
Branches

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOYAR, MARK, ALAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BOYAR, MARK, ALAN
BOYAR, JONATHAN, IVES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001218254
Edgar Registered
Yes
Edgar Filing Count
95
Edgar First Filing Date
2003-02-11
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
95
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001218254-26-000002
Edgar Former Names
BOYAR ASSET MANAGEMENT INC

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Jpmorgan6
E*trade4
Fidelity2
Edgar Addresses
Mailing
32 WEST 39TH STREET FL 9NEW YORK, NY 10018
Business
32 WEST 39TH STREET FL 9NEW YORK, NY 10018
Edgar EIN
133161523
Edgar Recent Filings
13F-HR2026-05-08 · 0001218254-26-000002
13F-HR2026-02-13 · 0001218254-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
27586
Trust Company Affiliate
No