745 Fifth Avenue
New York, NY 10151
Google Maps
Contact
Main Phone: 212-208-4500
Web Site:
http://www.roycefunds.com/default.asp
Mutual Fund Brand(s)
The Royce Fund
Research Links
SEC Fund Filings by CIK
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Background:
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On December 16, 2019, the Royce team unveiled their new DBA, Royce Investment Partners.
Royce & Associates came into existence in 1972, when Charles Royce acquired Quest Advisory Corporation and gradually transformed it into a mutual fund company of his own. Small-cap value investing is the firm's core business, and has been since its inception.
Royce has been a wholly owned, independent subsidiary of Legg Mason, Inc. since October 1, 2001, when Legg Mason acquired Royce for $115 million.
Based in New York City, Royce moved into a new, larger office space at 745 Fifth Avenue in early 2009.
Today, Royce offers 23 open-end mutual funds, all focused on small-cap value companies. The funds are divided into core, micro-cap/ opportunistic, core + dividends, global/ international, quality + focused, and qualified investor allocations. The firm's first fund, the Royce Pennsylvania Mutual Fund, was launched in 1972.
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Sponsored Opportunities
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Key People:
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Chuck Royce
Chairman, Founder, PM, Royce Investment Partners | Chris Clark
CEO, Co-Chief Investment Officer, Royce Investment Partners | John Denneen
Managing Director, General Counsel, Royce Investment Partners | Peter Hoglund
Managing Director, Chief Financial & Administrative Officer, Royce & Associates, LLC | Francis Gannon
Managing Director, Co-Chief Investment Officer, Royce Investment Partners | Gunjan Banati
Managing Director, Chief Risk Officer, Royce Investment Partners | Steve Lipper
Managing Director, Senior Investment Strategist, President of RFS, Royce Investment Partners | Charlie Dreifus
Managing Director, PM, Royce Investment Partners | Jim Harvey
Principal, PM, Royce Investment Partners | Bill Hench
Principal, PM, Royce Investment Partners | Jay Kaplan
Principal, PM, Royce Investment Partners | Steven McBoyle
Principal, PM, Royce Investment Partners | Mark Rayner
Principal, PM, Royce Investment Partners | Lauren Romeo
Principal, PM, Royce Investment Partners | Chip Skinner
Principal, PM, Royce Investment Partners | Jim Stoeffel
Principal, PM, Royce Investment Partners | Chris Flynn
Principal, Assistant PM, Royce Investment Partners | John Protos
Principal, Director of Strategic Research, Royce Investment Partners | Dan O'Byrne
Principal, Vice President, Head of Trading, Royce Investment Partners | George Necakov
Portfolio Manager, Principal, Director of Quantitative Strategies, Royce Investment Partners | Mark Salamone
Director of Technical Analysis, Royce Investment Partners | Jeff Smith
Head of Consultant Relations & Portfolio Specialist, Royce Investment Partners | Joanne Newgard
Director of Advisor Services and Media Relations, Royce & Associates | Jack Fockler
Senior Advisor, Royce Investment Partners |
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