DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Boyar Asset Management, Inc.
Legal name Boyar Asset Management Inc
Latest filing Aug 18, 2026
First filing on the tape Apr 2, 2012 · 29 filings
SEC status approved since Jul 18, 1983
RAUM
$228M
reported, Item 5.F
Discretionary
88%
of RAUM
Private clients
68%
$156M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$228M
derived; firm RAUM over IAPD count
Employees
9
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$228M as of Aug 18, 2026
Apr 2, 2012$162M then
HNW client RAUM$132M as of Aug 18, 2026
Mar 29, 2018$115M then
State-registered IARs (5.B.3)2 as of Aug 18, 2026
Apr 2, 20120 then
Employees (5.A)9 as of Aug 18, 2026
Mar 28, 20138 then
Private funds2 as of Aug 18, 2026
Apr 2, 20121 then
RAUM +1.1% over the last fiscal year+4.8% a year over threeIARs 0 to 2
Practice profile
derived from the filing of Aug 18, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $228MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 185derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.5MderivedHNW RAUM over HNW clients
- Average account
- $1.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 88%derivedof RAUM
- Institutional
- 5.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 9.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- -9.3%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $139M, 92 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$132M58%
- Individuals$24.0M10%
- Pooled investment vehicles$20.9M9.1%
- Investment companies$20.4M8.9%
- Corporations and businesses$18.3M8.0%
- Pension and profit-sharing plans$7.8M3.4%
- Charitable organizations$4.9M2.1%
- Individual clients
- 94reported
- HNW clients
- 91reported
- Pension plan clients
- 4reported
- Charitable clients
- 3reported
- Accounts
- 205reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $139M for 92 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.68 fund_share=0.18 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Bruce John Jensen | New York, Ny | Jun 10, 2021 | 32 y | 6 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Bruce John Jensen from Elevage Partners, LLCJun 10, 2021 · RIA to RIA
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Boyar Partners L.P. | Hedge Fund | $12.3M | 7 | Apr 2, 2012 |
| Boyar'S Orphaned Equity Fund, L.P. | Hedge Fund | $4.1M | 16 | Mar 30, 2019 |
Owners and control persons
Schedule A and B, latest filing
- Alan Mark Boyar · President/Directorcontrolsince 06/1983 · owns 75% or more
- Ives Jonathan Boyar · Owner/Chief Compliance Officersince 06/1983 · owns 5% to 10%
- Benjamin Lee Boyar · Ownersince 06/1983 · owns 5% to 10%
Related persons
Schedule D 7.A
- Boyar Gp Holdings, Ltdpooled vehicle sponsorn
- Boyar Intrinsic Value Research, LLCinvestment advisern
- Boyar'S Alternative Strategies, LLCpooled vehicle sponsorn
Advisers that list Boyar Asset Management, Inc. as a related person
- 129787 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 228 to 205Aug 29, 2025 to Mar 30, 2026
- Charity clients · 4 to 3Aug 29, 2025 to Mar 30, 2026
- Corporate clients · 14 to 15Aug 29, 2025 to Mar 30, 2026
- HNW clients · 101 to 91Aug 29, 2025 to Mar 30, 2026
- Individual clients · 103 to 94Aug 29, 2025 to Mar 30, 2026
- Assets in custody · $131M to $139MAug 29, 2025 to Mar 30, 2026
- State-registered IARs · 0 to 2Aug 29, 2025 to Mar 30, 2026
- Discretionary RAUM · $196M to $202MAug 29, 2025 to Mar 30, 2026
- HNW RAUM · $130M to $132MAug 29, 2025 to Mar 30, 2026
- Individual RAUM · $19.4M to $24.0MAug 29, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $29.4M to $26.3MAug 29, 2025 to Mar 30, 2026
- Pension RAUM · $6.7M to $7.8MAug 29, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $18.4M to $20.9MAug 29, 2025 to Mar 30, 2026
- RAUM · $226M to $228MAug 29, 2025 to Mar 30, 2026
- Financial planning clients · unset to Apr 24, 2025 to May 2, 2025
- Accounts · 239 to 228Jun 14, 2024 to Apr 24, 2025
- Corporate clients · 15 to 14Jun 14, 2024 to Apr 24, 2025
- HNW clients · 104 to 101Jun 14, 2024 to Apr 24, 2025
- Individual clients · 108 to 103Jun 14, 2024 to Apr 24, 2025
- Pension plan clients · 5 to 4Jun 14, 2024 to Apr 24, 2025
- Assets in custody · $126M to $131MJun 14, 2024 to Apr 24, 2025
- Discretionary RAUM · $189M to $196MJun 14, 2024 to Apr 24, 2025
- HNW RAUM · $123M to $130MJun 14, 2024 to Apr 24, 2025
- Individual RAUM · $18.7M to $19.4MJun 14, 2024 to Apr 24, 2025
- Non-discretionary RAUM · $27.6M to $29.4MJun 14, 2024 to Apr 24, 2025
- Pension RAUM · $5.9M to $6.7MJun 14, 2024 to Apr 24, 2025
- Pooled vehicle RAUM · $16.9M to $18.4MJun 14, 2024 to Apr 24, 2025
- RAUM · $217M to $226MJun 14, 2024 to Apr 24, 2025
- Accounts · 240 to 239Dec 21, 2023 to Mar 28, 2024
- Advisory employees · 5 to 6Dec 21, 2023 to Mar 28, 2024
- Corporate clients · 14 to 15Dec 21, 2023 to Mar 28, 2024
- HNW clients · 90 to 104Dec 21, 2023 to Mar 28, 2024
- Individual clients · 124 to 108Dec 21, 2023 to Mar 28, 2024
- Assets in custody · $121M to $126MDec 21, 2023 to Mar 28, 2024
- Discretionary RAUM · $175M to $189MDec 21, 2023 to Mar 28, 2024
- HNW RAUM · $99.5M to $123MDec 21, 2023 to Mar 28, 2024
- Individual RAUM · $23.2M to $18.7MDec 21, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $23.1M to $27.6MDec 21, 2023 to Mar 28, 2024
- Pension RAUM · $5.1M to $5.9MDec 21, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $22.1M to $16.9MDec 21, 2023 to Mar 28, 2024
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@boyarvaluegroup.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 212-995-8300reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/BOYAR-INTRINSIC-VALUE-RESEARCreportedpublic record, Form ADV, Sep 18, 2026
- Website
- boyarvaluegroup.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-995-8300reportedpublic record, Form ADV, Aug 18, 2026
- Contact form
- boyarvaluegroup.com/contact-usreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $228Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026