Royce Institutional, LLC - Opportunity Portfolio
Other Private FundFund ID 805-2953297712Delaware, United States
Gross assets
$25M
Min. investment
$10M
Beneficial owners
2
Size rank
Top 66%
Audited
Yes
Structure
Standalone
About this fund
Royce Institutional, LLC - Opportunity Portfolio is a other private fund managed by Royce & Associates, LP. The fund reports $25 million in gross assets, placing it among the top 66% of private funds by size. The stated minimum investment is $10 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-2953297712 |
| Fund type | Other Private Fund — LONG ONLY |
| 3(c)(1) exclusion | Yes |
| 3(c)(7) exclusion | No |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | No |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| Sales limited to qualified investors | No |
| % of assets independently valued | 100% |
Other funds from this manager
None reported.
Frequently asked questions
How large is Royce Institutional, LLC - Opportunity Portfolio?
Royce Institutional, LLC - Opportunity Portfolio reports $25 million in gross assets, among the top 66% of private funds by size.
What is the minimum investment for Royce Institutional, LLC - Opportunity Portfolio?
The stated minimum investment is $10 million.
Who manages Royce Institutional, LLC - Opportunity Portfolio?
Royce Institutional, LLC - Opportunity Portfolio is managed by Royce & Associates, LP.
Does Royce Institutional, LLC - Opportunity Portfolio disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
R
New York, NY
Service providers
Reported gross assets
$25M▲ 14%
May '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 66%
Larger than 34% of 67,041 private funds
Gross assets vs Other Private FundsTop 68%
Larger than 32% of 8,892 other private funds
Minimum investmentTop 6%
Higher than 94% of funds reporting a minimum
Investor base
Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.