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- Custodian
- Fidelity/NFS ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Zenith
- Established Date
- 06-01-1983
- Office Locations
- 1
Office Locations
About Boyar Asset Management, Inc.
Boyar Value Group (Boyar Asset Management) is a New York-based value equity manager founded in 1975, focused on uncovering overlooked public companies trading below intrinsic value through disciplined, independent research. The team invests with a private-equity mindset and long horizon, seeking catalysts such as spin-offs or buybacks across sectors and market caps, serving both retail and institutional clients.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK ALAN BOYAR
DIRECTOR, Investment Advisor, President
- CRD
- --
- Ownership
- 75% or more
JONATHAN IVES BOYAR
Chief Compliance Officer, Owner, President, PRINCIPAL
- CRD
- --
- Ownership
- 5% but less than 10%
Ridge insight
Matrix quantum
- CRD
- #87193
- Ownership
- 9.5%
Showing 2 of 3 owners & executives
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BRUCE JOHN JENSEN
Portfolio Manager
- CRD
- #1173670
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,878,975 | $1,979,206 |
| Non-Discretionary | $26,322,086 | $255,554 |
| Total | $228,201,061 | $1,113,176 |
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Separately Managed Accounts
Total SMA Asset: $186,918,387
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,331,985,661 | 45.2% |
| Cash | $995,737,240 | 19.3% |
| Other | $1,831,537,411 | 35.5% |
| Total | $5,159,260,312 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL FUSION | RIDGE VALUE | SY257OF3S | ZRWZ | 0.66% | $81,590,677 |
| MOMENTUM BRIDGE | NORTH ZENITH | WQCRQBW8S | QJHB | 8.40% | $105,890,145 |
| RIDGE SUMMIT | CREST EMBER | URWPWWU8R | IMRXR | 11.27% | $79,697,066 |
| HARBOR EMBER | CREST MOMENTUM | 8JGI5CHW5 | KBV | 9.58% | $62,477,807 |
| TIMBER PEAK DELTA | EAGLE CATALYST | I662FPGN8 | VFZKY | 11.76% | $103,028,287 |
| SIGNAL RADIAL BRIDGE | CAPITAL SUMMIT | RUPLYLLZ6 | AON | 8.55% | $89,568,295 |
| BRIDGE CREST | RIDGE HARBOR | WPKD5G3RU | RGXS | 11.05% | $46,794,211 |
| MERIDIAN TIMBER BEACON | TIMBER MERIDIAN | RQDK369A2 | MPRYJ | 4.29% | $35,763,515 |