other names
Small-cap specialists since 1972. At Royce Investment Partners, small-cap investing is our primary business, and we are pioneers in the asset class. This distinguishes us from most other asset managers. We specialize in actively managed strategies that invest in the broad and diverse small-cap universe with unparalleled knowledge and experience gained through more than four decades of investing. Important Disclosure Information: Royce Investment Partners invest primarily in micro-, small-, and/or mid-cap stocks, which may involve considerably more risk than investing in larger-cap stocks. (See \'Primary Risks for Fund Investors\' in the prospectus.) You may obtain a current prospectus for any of The Royce Funds at www.roycefunds.com/prospectus or by calling (800) 841-1180. The prospectus includes investment objectives, risks, fees, charges, expenses, and other information that you should read and consider before investing. Royce & Associates, LP, primarily conducts its business under the name Royce Investment Partners. Distributor of The Royce Fund and Royce Capital Fund: Royce Fund Services, Inc., a wholly owned subsidiary of Royce & Associates. Terms of Use and Commenting Policy: Social media users should ensure that their contributions to Royce content are relevant and topical. Comments on our social media platforms are moderated and reviewed, and at our sole discretion we reserve the right to delete comments with obscene or inflammatory language, threats, ads or promotions, spam, copyright or trademark infringements, unrelated messages, other messages not pertaining to Royce's open-end fund business, or references to legal violations. Promotion of investments, including testimonials, investment advice, or recommendations about specific securities, products, and/or services, are also subject to removal. For our complete guidelines visit ow.ly/x9cyX.
Revenue $18.0 m
Headquarters 745 Fifth Ave, New York, 10151, NY, US

Adviser Profile

As of Date 12/20/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 95 -1.04%
of those in investment advisory functions 33 6.45%
Registration SEC, Approved, 12/14/1971
AUM* 12,728,759,787 18.68%
of that, discretionary 12,453,979,068 16.19%
Private Fund GAV* 21,947,585 -29.95%
Avg Account Size 13,541,234 -54.17%
% High Net Worth 0.11% -61.38%
SMA’s Yes
Private Funds 1 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

27B 24B 20B 16B 12B 8B 4B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$21,947,585

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Brochure Summary