Chuck Royce
Director/Board Member at OXFORD SQUARE CAPITAL CORP.
Net worth: 19 M $ as of 30/03/2024
Profile
Mr. Charles M.
Royce is a Chairman & Portfolio Manager at Royce & Associates LP, a President, Co-Chief Investment Officer & Director at Royce Capital Fund, a President, Co-Chief Investment Officer & Director at The Royce Fund and a Secretary at Royce Fund Services LLC.
He is on the Board of Directors at Oxford Square Capital Corp., Royce Capital Fund, The Royce Fund and The National Trust for Historic Preservation.
He holds 61 Years of Experience.
He holds a bachelor's degree from Brown University and a Master of Business Administration from Columbia University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 23/07/2023 | 1,106,386 ( 17.53% ) | 12 M $ | 30/03/2024 | |
| 13/03/2024 | 2,127,470 ( 3.57% ) | 7 M $ | 30/03/2024 |
Chuck Royce active positions
| Companies | Position | Start |
|---|---|---|
| OXFORD SQUARE CAPITAL CORP. | Director/Board Member | 31/12/2002 |
Royce & Associates LP
 Royce & Associates LP Investment ManagersFinance Royce & Associates LP, dba Royce Investment Partners (Royce), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Charles Royce in 1972 and is a subsidiary of Legg Mason Royce Holdings LLC, which is ultimately owned by Franklin Resources, Inc. (NYSE: BEN). Royce offers investment advisory services to US registered investment companies, non-US investment companies, collective investment trusts, two separate series of a privately offered limited liability company, and institutional separate accounts managed for a pension plan and a charitable organization. | Founder | 31/12/1971 |
Royce Fund Services LLC
 Royce Fund Services LLC Financial ConglomeratesFinance Part of Franklin Resources, Inc., Royce Fund Services LLC provides financial services. The private company is based in New York, NY. | Corporate Secretary | - |
| Royce Capital Fund | President | - |
| The Royce Fund | President | - |
The National Trust for Historic Preservation
 The National Trust for Historic Preservation Miscellaneous Commercial ServicesCommercial Services The National Trust For Historic Preservation provides leadership, education, advocacy and resources to save America's historic places. The firm helps revitalize neighborhoods, communities, and spark economic development and promote environmental sustainability. The company was founded in 1949 and is headquartered in Washington, DC. | Director/Board Member | - |
Former positions of Chuck Royce
| Companies | Position | End |
|---|---|---|
Blair & Co.
 Blair & Co. Property/Casualty InsuranceFinance Blair & Co. is a third-party administrator that specializes in claims management and administration for the insurance industry. With over 120 years of experience, the American company offers a range of services including claims management, compliance, information technology, financial administration, and reporting. Blair has a scalable, proprietary claims system that enables a cost-effective and efficient approach to intake a newly written program or transition an existing program. The private company is focused on developing long-term business relationships with its clients and helping them solve their claims handling needs. Blair has invested significant time and resources into building a virtual private cloud that ensures their operations remain online even through catastrophic failures at either of their regional offices. The company is defined by its flexibility, responsiveness, multi-line claims experience, ethical business practices, and superior customer service. | Corporate Officer/Principal | - |
| ROYCE GLOBAL VALUE TRUST, INC. | President | 05/01/2014 |
New-York Historical Society
 New-York Historical Society Other Consumer ServicesConsumer Services New-York Historical Society operates as a historical museum. It offers history and art exhibitions as well as public programs that explore the political, cultural and social history of New York City and State. The firm operates a library offering books, pamphlets, maps, newspapers and other related publications. The company was founded in 1804 and is headquartered in New York, NY. | Director/Board Member | - |
| ░░░░░░ ░░░░░ ░░░░░░ ░░░░ | ░░░░░░░░░ | - |
| ░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░ | ░░░░░ ░░░░░░░░░ ░░░░░░░ | ░░░░░░░░░░ |
Training of Chuck Royce
| Brown University | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 12 |
|---|---|
| The Royce Fund | Miscellaneous |
Royce Micro-Cap Trust, Inc.
 Royce Micro-Cap Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous Royce Micro-Cap Trust, Inc. operates as a closed-end management investment company. It engages in the provision of current income exempt from regular Federal income tax. The company was founded on September 9, 1993 and is headquartered in New York, NY. | Miscellaneous |
Royce Value Trust, Inc.
 Royce Value Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous Royce Value Trust, Inc. operates as a closed-end diversified management investment fund, which engages in investments on small-cap stocks by investing in companies with high returns on invested capital or those with strong fundamentals. The company was founded on July 1, 1986 and is headquartered in New York, NY. | Miscellaneous |
| Royce Capital Fund | Miscellaneous |
Royce & Associates LP
Royce & Associates LP Investment ManagersFinance Royce & Associates LP, dba Royce Investment Partners (Royce), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Charles Royce in 1972 and is a subsidiary of Legg Mason Royce Holdings LLC, which is ultimately owned by Franklin Resources, Inc. (NYSE: BEN). Royce offers investment advisory services to US registered investment companies, non-US investment companies, collective investment trusts, two separate series of a privately offered limited liability company, and institutional separate accounts managed for a pension plan and a charitable organization. | Finance |
Sprott Focus Trust, Inc.
 Sprott Focus Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous Sprott Focus Trust, Inc. is a closed-end diversified management investment company. It has an objective of long term capital growth. The company was founded on November 1, 1996 and is headquartered in New York, NY. | Miscellaneous |
Royce Fund Services LLC
Royce Fund Services LLC Financial ConglomeratesFinance Part of Franklin Resources, Inc., Royce Fund Services LLC provides financial services. The private company is based in New York, NY. | Finance |
Oxford Square Capital Corp.
 Oxford Square Capital Corp. Investment ManagersFinance Oxford Square Capital Corp., a traded business development company invests in middle market companies located in the United States with annual revenues up to USD 200 million and an enterprise value of more than USD 300 million. The fund targets companies operating in the fields of technology services, computer software and hardware, consumer services, communications, and electronic technology. It provides debt and equity financing for buyout capital requirements with an investment size ranging from USD 5 to 50 million. The fund acquires minority interests. The company was founded on July 21, 2003 and is headquartered in Greenwich, CT. | Finance |
Royce Global Value Trust, Inc.
 Royce Global Value Trust, Inc. Investment Trusts/Mutual FundsMiscellaneous Royce Global Value Trust, Inc. operates as closed-end investment fund. The company investment objective is to provide long-term growth of capital. It invests in both U.S. and non-U.S. small-cap stocks. The company was founded on February 14, 2011 and is headquartered in New York, NY. | Miscellaneous |
The National Trust for Historic Preservation
The National Trust for Historic Preservation Miscellaneous Commercial ServicesCommercial Services The National Trust For Historic Preservation provides leadership, education, advocacy and resources to save America's historic places. The firm helps revitalize neighborhoods, communities, and spark economic development and promote environmental sustainability. The company was founded in 1949 and is headquartered in Washington, DC. | Commercial Services |
New-York Historical Society
New-York Historical Society Other Consumer ServicesConsumer Services New-York Historical Society operates as a historical museum. It offers history and art exhibitions as well as public programs that explore the political, cultural and social history of New York City and State. The firm operates a library offering books, pamphlets, maps, newspapers and other related publications. The company was founded in 1804 and is headquartered in New York, NY. | Consumer Services |
Blair & Co.
Blair & Co. Property/Casualty InsuranceFinance Blair & Co. is a third-party administrator that specializes in claims management and administration for the insurance industry. With over 120 years of experience, the American company offers a range of services including claims management, compliance, information technology, financial administration, and reporting. Blair has a scalable, proprietary claims system that enables a cost-effective and efficient approach to intake a newly written program or transition an existing program. The private company is focused on developing long-term business relationships with its clients and helping them solve their claims handling needs. Blair has invested significant time and resources into building a virtual private cloud that ensures their operations remain online even through catastrophic failures at either of their regional offices. The company is defined by its flexibility, responsiveness, multi-line claims experience, ethical business practices, and superior customer service. | Finance |
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