Royale Asset Management LLC

Overview

Royale Asset Management LLC is a small, SEC-registered investment adviser organized as an LLC and operating as an individual-owned capital allocator. The firm focuses on discretionary portfolio management for individuals and small businesses and also performs selection-of-other-advisers services, indicating it uses third-party managers when appropriate. Fee arrangements include both percentage-of-AUM and fixed-fee structures. Royale is not positioned as an ESG-driven investor and does not report multi-state advisory status or pension consulting activity. Investment activity centers on direct equity exposure outside public exchanges and third‑party alternative managers. The firm’s largest concentrated exposure is in non-exchange-traded equities, and it supplements equity exposure with mutual funds and private-market positions. Royale’s approach suggests a blend of separately managed accounts and allocated fund investments, with the firm acting as the allocator when employing external alternative managers.

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Location & Offices