BOYAR ASSET MANAGEMENT INC.

HTTPS://WWW.BOYARASSETMANAGEMENT.COM NEW YORK, NY Investment Advisor Hedge Fund How do I update this listing?

Boyar Asset Management is based out of New York. Boyar Asset Management is a hedge fund with 225 clients and discretionary assets under management (AUM) of $206,929,433 (Form ADV from 2020-06-11). Their last reported 13F filing for Q2 2020 included $108,035,000 in managed 13F securities and a top 10 holdings concentration of 49.7%. Boyar Asset Management's largest holding is Microsoft Corp. with shares held of 61,505. Whalewisdom has at least 72 13F filings

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06/30/2020

13F Activity

  • Market Value $108.035 Million
  • Prior Market Value $89.318 Million
  • New Purchases8 stocks
  • Additional Purchases16 stocks
  • Sold out of3 stocks
  • Reduced holdings in16 stocks
  • Top 10 Holdings % 49.70 %
  • Turnover % [1]:16.92%
  • Turnover Alt % [2]: 4.33 %
  • Time Held Top20:26.45 quarters
  • Time Held Top10:19.20 quarters
  • Time Held All:29.77 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 21.83%
Performance Last 4 Quarters: -11.15%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BOYAR ASSET MANAGEMENT, INC.
Classified as Hedge Fund
32 WEST 39TH STREET 9TH FLOOR
NEW YORK NY    10018
Country: United States

Business Phone: 212-995-8300
Fax: 212-995-5636
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Other (specify) SUB-CHAPTER "S" CORPORATION
Organized in: NY
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees
Amount of client funds and securities: 146,707,000
Total Number of Clients: 225
Amount of client funds and securities by related persons: 172,268,000
Total Number of clients from related persons: 110
Disclosures:
Data above was derived from SEC filings.

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BOYAR ASSET MANAGEMENT INC

ownership team - last updated 2020-06-11
Name Title Start Date Direct/Indirect % Ownership
BOYAR, MARK, ALAN PRESIDENT/DIRECTOR 06/01/1983 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOYAR ASSET MANAGEMENT INC PRESIDENT/DIRECTOR direct 1983-06-01
LADENBURG THALMANN FUND MANAGEMENT LLC MANAGER direct 2002-10-01
LADENBURG THALMANN FUND MANAGEMENT INC. MANAGER direct 2002-10-01
BOYAR FINANCIAL PUBLISHING LLC PRESIDENT; OWNER; CHIEF COMPLIANCE OFFICER direct 2004-09-01
BOYAR ASSET MANAGEMENT INC PRESIDENT direct 1983-06-01 2004-04-13
BOYAR FINANCIAL PUBLISHING LLC PRESIDENT; OWNER direct 2004-06-01 2004-08-09
BOYAR ASSET MANAGEMENT INC PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1983-06-01 2009-06-08
BOYAR, LEE, BENJAMIN OWNER 06/01/1983 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BOYAR ASSET MANAGEMENT INC OWNER direct 1983-06-01
BOYAR FINANCIAL PUBLISHING LLC OWNER direct 2004-06-01
BOYAR, JONATHAN, IVES OWNER/CHIEF COMPLIANCE OFFICER 06/01/1983 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BOYAR ASSET MANAGEMENT INC OWNER/CHIEF COMPLIANCE OFFICER direct 1983-06-01
BOYAR FINANCIAL PUBLISHING LLC OWNER direct 2004-06-01
BOYAR ASSET MANAGEMENT INC OWNER direct 1983-06-01 2009-06-08

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BOYAR PARTNERS L.P. United States 805-4010792707 Hedge Fund 21,366,064 250,000
BOYAR'S ORPHANED EQUITY FUND, L.P. United States 805-1755638097 Hedge Fund 4,194,902 250,000

BOYAR ASSET MANAGEMENT INC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BOYAR PARTNERS L.P. United States 805-4010792707 Hedge Fund 21,366,064 250,000
BOYAR'S ORPHANED EQUITY FUND, L.P. United States 805-1755638097 Hedge Fund 4,194,902 250,000

BOYAR ASSET MANAGEMENT INC

ownership team - last updated 2019-03-30
Name Title Start Date Direct/Indirect % Ownership
BOYAR, MARK, ALAN PRESIDENT/DIRECTOR 06/01/1983 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOYAR ASSET MANAGEMENT INC PRESIDENT/DIRECTOR direct 1983-06-01
LADENBURG THALMANN FUND MANAGEMENT LLC MANAGER direct 2002-10-01
LADENBURG THALMANN FUND MANAGEMENT INC. MANAGER direct 2002-10-01
BOYAR FINANCIAL PUBLISHING LLC PRESIDENT; OWNER; CHIEF COMPLIANCE OFFICER direct 2004-09-01
BOYAR ASSET MANAGEMENT INC PRESIDENT direct 1983-06-01 2004-04-13
BOYAR FINANCIAL PUBLISHING LLC PRESIDENT; OWNER direct 2004-06-01 2004-08-09
BOYAR ASSET MANAGEMENT INC PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1983-06-01 2009-06-08
BOYAR, LEE, BENJAMIN OWNER 06/01/1983 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BOYAR ASSET MANAGEMENT INC OWNER direct 1983-06-01
BOYAR FINANCIAL PUBLISHING LLC OWNER direct 2004-06-01
BOYAR, JONATHAN, IVES OWNER/CHIEF COMPLIANCE OFFICER 06/01/1983 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BOYAR ASSET MANAGEMENT INC OWNER/CHIEF COMPLIANCE OFFICER direct 1983-06-01
BOYAR FINANCIAL PUBLISHING LLC OWNER direct 2004-06-01
BOYAR ASSET MANAGEMENT INC OWNER direct 1983-06-01 2009-06-08

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BOYAR PARTNERS L.P. United States 805-4010792707 Hedge Fund 19,533,160 250,000
BOYAR'S ORPHANED EQUITY FUND, L.P. United States 805-1755638097 Hedge Fund 3,961,464 250,000

BOYAR ASSET MANAGEMENT INC

ownership team - last updated 2017-06-20
Name Title Start Date Direct/Indirect % Ownership
BOYAR, MARK, ALAN PRESIDENT/DIRECTOR 06/01/1983 Direct 75% or more
Fund Name Position direct/indirect start date end date
BOYAR ASSET MANAGEMENT INC PRESIDENT/DIRECTOR direct 1983-06-01
LADENBURG THALMANN FUND MANAGEMENT LLC MANAGER direct 2002-10-01
LADENBURG THALMANN FUND MANAGEMENT INC. MANAGER direct 2002-10-01
BOYAR FINANCIAL PUBLISHING LLC PRESIDENT; OWNER; CHIEF COMPLIANCE OFFICER direct 2004-09-01
BOYAR ASSET MANAGEMENT INC PRESIDENT direct 1983-06-01 2004-04-13
BOYAR FINANCIAL PUBLISHING LLC PRESIDENT; OWNER direct 2004-06-01 2004-08-09
BOYAR ASSET MANAGEMENT INC PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1983-06-01 2009-06-08
BOYAR, LEE, BENJAMIN OWNER 06/01/1983 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BOYAR ASSET MANAGEMENT INC OWNER direct 1983-06-01
BOYAR FINANCIAL PUBLISHING LLC OWNER direct 2004-06-01
BOYAR, JONATHAN, IVES OWNER/CHIEF COMPLIANCE OFFICER 06/01/1983 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BOYAR ASSET MANAGEMENT INC OWNER/CHIEF COMPLIANCE OFFICER direct 1983-06-01
BOYAR FINANCIAL PUBLISHING LLC OWNER direct 2004-06-01
BOYAR ASSET MANAGEMENT INC OWNER direct 1983-06-01 2009-06-08

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BOYAR PARTNERS L.P. United States 805-4010792707 Hedge Fund 17,645,175 250,000

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