BOYAR ASSET MANAGEMENT, INC. – investment adviser, $228M regulatory AUM (Form ADV)

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	91	$132,013,792	57.8%
Individuals	94	$23,956,126	10.5%
Pooled investment vehicles	2	$20,879,704	9.1%
Investment companies	1	$20,402,970	8.9%
Corporations & businesses	15	$18,325,446	8.0%
Retirement plans	Fewer than 5	$7,750,812	3.4%
Charities	Fewer than 5	$4,872,211	2.1%

Filing source

Form ADV 2114251 · Aug 18, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BOYAR PARTNERS L.P.Hedge Fund · Last reported Aug 18, 2026$15.4MGross asset value

Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

SPICER JEFFRIES LLP
PCAOB 349

J.P. MORGAN SECURITIES LLC
SEC 8-35008

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Fund details & source

Fund ID: 805-4010792707
Reported beneficial owners: 7
Minimum commitment: $250K

Form ADV 2114251 · Aug 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BOYAR'S ORPHANED EQUITY FUND, L.P.Hedge Fund · Last reported Aug 18, 2026$5.33MGross asset value

Form D fundraising filings

Boyar's Orphaned Equity Fund, LP

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS, LLC CLIFTON, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SPICER JEFFRIES LLP
PCAOB 349

J.P. MORGAN SECURITIES LLC
SEC 8-35008

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Fund details & source

Fund ID: 805-1755638097
Reported beneficial owners: 13
Minimum commitment: $250K
Form D file number: 021-313373

Form ADV 2114251 · Aug 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 18, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

667 MADISON AVENUE, 5TH FLOOR
NEW YORK, NY, 10065, United States

CRD 105255

Filing source

Form ADV 2114251 · Aug 18, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.