Royce Fund Services, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 14470
- Registered since
- December 23, 1982
- Website
- www.royceinvest.com
Firm profile
FINTRXOverview
Royce Fund Services, LLC is organized as a limited liability company and has been SEC-registered since 1982. The firm is recorded as a domestic entity with individual ownership and is classified in FINTRX as “Unclassified.” The snapshot indicates Royce Fund Services does not operate as a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate or newly formed adviser. It is also not designated as a pension consultant or a related adviser in the available records. FINTRX provides only a brief regulatory snapshot rather than detail about client segments, fee arrangements, or day-to-day advisory activities, so public disclosures about the firm’s business model and investment mandates are limited.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Christopher Clark
Chief Executive Officer & Co-CIOCRD 1735713

David Wilson
Chief Compliance OfficerCRD 5780721

Peter Hoglund
Chief Financial & Administrative Officer, Managing DirectorCRD 1859652
Contacts
3 of 13
Stephen Clark
Co-Head of DistributionCRD 3093437
Thomas Palasits
Financial and Operations PrincipalCRD 1675575

Jared Overlee
Senior Client Portfolio ManagerCRD 5355779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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