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ROYCE INVESTMENT PARTNERS
Legal name: ROYCE & ASSOCIATES, LP
CRD 107689File 801-8268
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$12.41B
Top 10% of cohort (national)
Discretionary AUM
$12.35B
Non-discretionary $60.9M
Clients
979
979 accounts
Employees
89
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 14, 1971
- Principal office
- ONE MADISON AVENUE, NEW YORK, NY, 10010
- Phone
- 212-508-4500
- Website
- HTTPS://WWW.ROYCEINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.41B
- Discretionary AUM
- $12.35B
- Non-discretionary AUM
- $60.9M
- Discretionary accounts
- 971
- Non-discretionary accounts
- 8
- Total accounts
- 979
- AUM per client
- $12.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $11.8M |
| Investment companies | 16 | $10.49B |
| Charitable organizations | 4 | $83.9M |
| Other investment advisers | 8 | $60.9M |
| High net worth individuals | 1 | $1.1M |
| Pooled investment vehicles | 11 | $1.59B |
| Individuals (other than high net worth individuals) | 931 | $173.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.