October 26, 2016 12:39 AM ET

Capital Markets

Company Overview of Royce & Associates, LP

Company Overview

Royce & Associates, LLC is a privately owned investment manager. The firm primarily provides its services to investment companies. It also caters to pooled investment vehicles, pension and profit sharing plans, charitable organizations, and corporations. The firm launches and manages equity mutual funds for its clients. It invests in the public equity markets across the globe. The firm primarily invests in growth and value stocks of small cap and mid cap companies. It employs fundamental analysis along with bottom-up stock picking approach. The firm conducts in-house research to make its investment decisions. It was founded in 1972 and is based in New York with an additional office in Greenw...

745 Fifth Avenue

24th floor

New York, NY 10151

United States

Founded in 1972





Key Executives for Royce & Associates, LP

Chief Executive Officer, Co-Chief Investment Officer, and Member of Board of Managers
Age: 50
Chief Financial and Administrative Officer, Managing Director, and Principal
Age: 48
Chief Operating Officer, Managing Director, Vice President, Senior Advisor, and Treasurer
Age: 65
Co-Chief Investment Officer and Managing Director
Age: 48
Managing Director, General Counsel, Chief Legal Officer, Chief Compliance Officer, Secretary, and Member of Board of Managers
Age: 49
Compensation as of Fiscal Year 2016.

Royce & Associates, LP Key Developments

Royce & Associates, LLC Presents at ICV Manhattan Conference, Dec-09-2015 11:15 AM

Royce & Associates, LLC Presents at ICV Manhattan Conference, Dec-09-2015 11:15 AM. Venue: Mandarin Oriental, 80 Columbus Circle at 60th Street, New York, NY 10023, United States. Speakers: David A. Nadel, Director of International Research and Portfolio Manager.

Peter K. Hoglund Joins Royce & Associates, LLC as Principal, Chief Financial Officer, and Chief Administrative Officer, Effective December 1, 2014

Royce & Associates, LLC announced that Peter K. Hoglund is joining the firm on December 1, 2014, as Principal, Chief Financial Officer, and Chief Administrative Officer. Mr. Hoglund spent nearly 20 years with The Munder Funds in Birmingham MI, serving most recently as Managing Director and Chief Financial Officer, overseeing all financial aspects of the firm. Most recently, he was responsible for financial planning, analysis, accounting, and administration for Munder Capital, and the financial and operational administration for The Munder Funds. In addition, Mr. Hoglund was the senior finance executive to the corporate board and the mutual fund board.

Royce & Associates, LLC Announces New Portfolio Manager Appointments on Several Funds

Royce & Associates, LLC announced new portfolio manager appointments on several funds, effective immediately. These appointments are taking place in conjunction with the planned departure of Portfolio Manager Whitney George. Chuck Royce will continue to manage Royce Premier Fund, as he has since the Fund's inception in 1991. Jim Stoeffel becomes portfolio manager of Royce Low-Priced Stock Fund, on which he currently serves as assistant portfolio manager. David Nadel, who currently serves as assistant portfolio manager, will lead Royce Global Value Fund together with portfolio managers Mr. McBoyle, Mr. Harvey, and Dilip Badlani. This group brings a wealth of portfolio management experience on both international and domestic funds. Mr. Nadel has been with Royce for eight years and from 2009-2013 served as the Fund's co-manager. Mr. Badlani has been with Royce for 4 years and has 14 years of investment industry experience. Ms. Romeo will also become lead portfolio manager of Royce 100 Fund, with Mr. Royce serving as portfolio manager.

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