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
New York, NY
Service providers
Reported gross assets
$25M▲ 14%
May '25Form ADV, monthlyAug '26
How this fund compares
Gross assetsTop 66%
Larger than 34% of 67,603 private funds
Gross assets vs Other Private FundsTop 67%
Larger than 33% of 8,940 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.