Peter Hoglund is a CFA-designated registered investment advisor at Royce Investment Partners, based in New York, NY, with 16 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 979 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Royce Investment Partners manages investments for various entities, including U.S. registered investment companies and collective investment trusts. The fees range from 0.5% to 1.5% per year of the average net assets. For two closed-end investment companies, these fees are adjusted based on investment performance relative to a specific equity index. Fees are typically billed monthly or quarterly in arrears. Fees for privately offered accounts are negotiable.
Location
One Madison Avenue, New York, NY, 10010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Royce Investment Partners
Royce Fund Services, LLCBroker
Previous Registrations
Funds Distributor, INC.Broker
Lpm Investment Services, INCBroker
State Registrations1 state
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