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October 07, 2015 1:53 PM ET

Capital Markets

Company Overview of Royce & Associates, LLC

Company Overview

Royce & Associates, LLC 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 conducts in-house research to make its investment decisions. It was founded in 1972 and is based in New York, New York with additional offices in Greenwich, Connecticut. Royce & Associates, LLC operates as a subsidiary of Legg Mason Inc.

745 Fifth Avenue

24th floor

New York, NY 10151

United States

Founded in 1972



Key Executives for Royce & Associates, LLC

Chief Executive Officer, Portfolio Manager, Chairman, Director, and Member of Management Committee
Age: 75
President, Co-Chief Investment Officer, Managing Director, Portfolio Manager, and Member of Management Committee
Age: 49
Principal, Chief Financial Officer, and Chief Administrative Officer
Age: 47
Chief Operating Officer, Managing Director, Vice President, Treasurer, and Member of Board of Managers
Age: 64
Co-Chief Investment Officer, Managing Director, Portfolio Manager, and Member of Management Committee
Age: 47
Compensation as of Fiscal Year 2015.

Royce & Associates, LLC Key Developments

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.

Steve Lipper Joins as Principal and Member of Investment and Client Service Teams at Royce & Associates

Royce & Associates, LLC announced that Steve Lipper has joined the company as a Principal and member of its investment and client service teams. Mr. Lipper brings more than 29 years of investment industry experience and will be working closely with the investment team, as well as contributing broadly in the company’s client service and marketing activities. Mr. Lipper spent 10 years at Lord, Abbett & Co. LLC, serving most recently as a member of the Investment Committee where he was responsible for overseeing the Asset Allocation Strategy Funds.

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