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Boyar Asset Management Inc.

35 East 21st Street, 8th Floor
New York, New York 10010
United States
 
Contact :      Debby Barri
Phone :       212-995-8300
Fax :             212-995-5636
Email :         pbrennan@boyarvalue.com
Web :           http://www.boyarvalue.com

Boyar Asset Management Inc. Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $154
Tax-Exempt Managed ($Mil) : $24
Taxable Assets Managed ($Mil) : $130
Year Founded : 1983
Wrap Programs Offered? : Yes
# of Accounts Managed : 105
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Boyar Asset Management Inc. History

Boyar Asset Management, Inc. (“BAM”) was launched by Mark A. Boyar in 1983. The client base is comprised of pension funds, corporate accounts, trusts, endowment, Taft Hartley, and high net worth individuals. The institutional minimum account size is $1,000,000. The mission of Boyar Asset Management is to achieve long-term capital appreciation by investing in companies with intrinsic values BAM perceives to be significantly higher than their market values. This investment process is supported by a comprehensive focus on bottom-up, value-oriented research. In managing clients' assets, Boyar Asset Management relies on three components: 1. Intense, Independent Research - At the heart of good value investing is research. It takes a great deal of time to identify intrinsically undervalued companies. BAM works in conjunction with AAF, an in-house institutional research service, prepared by Mark Boyar & Co., which is also available to professional money managers. 2. Individual Account Management - Each account is treated differently. Unlike many other managers who pool their funds, BAM doesn't buy common stocks for new accounts solely because existing accounts under management already own them. An account with BAM for a year or longer could conceivably be completely different than one they begin managing tomorrow. After all,BAM will only take a position in a business when it is selling at a significant discount from what BAM has assessed as its true value. 3. The Boyar "Buy and Hold" Philosophy - Boyar Asset Management often holds stocks for years. BAM’s buy and hold philosophy postpones the payment of taxes and reduces commission expense, thereby enabling effective compounding.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
76
$52.64
 
Limited Partnership :
9
$24.81
 
Foundations :
2
$2.10
ERISA :
15
$16.84
Unions, Taft-Hartley :
0
$0.00
Public :
0
$0.00
Others :
3
$57.62
Total # of Professional : 6 Analysts : 4
Portfolio Managers : 1 Traders : 1
Client Service : 3 Operation : 4

Boyar Asset Management Inc. Personnel

Ms.  Shari Gomez

Data Preparer
Tel : 212-699-6465
Email: boyar@asapas.com

Boyar Asset Management Inc. Product Name

Institutional All Cap Value:Privately Managed Accounts
Report Created: November,12 2018.  Copyright Money Manager Review , All rights Reserved.
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