Data / Investment advisers / New York / Royce Investment Partners
Royce Investment Partners, New York, NY: $12.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Royce Investment Partners is an SEC registered investment adviser with its main office in New York, New York and reports $12.4 billion in regulatory assets under management in its Form ADV filed February 2, 2026. Its clients include investment companies, pooled investment vehicles and individuals. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 107689
- SEC file number
- 801-8268
- SEC status
- Approved, effective December 14, 1971
- Legal name
- Royce & Associates, LP
- Main office
- One Madison Avenue, New York, NY 10010
- Phone
- (212) 508-4500
- Website
- royceinvest.com
- Regulatory AUM
- $12,408,363,508 in the Form ADV filed February 2, 2026
- Discretionary AUM
- $12,347,504,474
- Non discretionary AUM
- $60,859,034
- Accounts
- 979
- Employees
- 89, of which 30 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $24,955,898
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- February 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 16 | $10.49 billion |
| Pooled investment vehicles | 11 | $1.59 billion |
| Individuals (other than high net worth individuals) | 931 | $173.9 million |
| Charitable organizations | 4 | $83.9 million |
| Other investment advisers | 8 | $60.9 million |
| Corporations or other businesses | 8 | $11.8 million |
| High net worth individuals | 1 | $1.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $12.41 billion | December 22, 2025 |
| December 1, 2025 | $12.73 billion | October 16, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Riverside Company | New York | $13.53 billion | 123 | adviserinfo.sec.gov |
| Ivy Hill Asset Management, L.P. | New York | $12.96 billion | 18 | adviserinfo.sec.gov |
| MKP Capital Management, L.L.C. | New York | $12.85 billion | 2 | adviserinfo.sec.gov |
| LS Power Equity Advisors, LLC | New York | $12.64 billion | 9 | adviserinfo.sec.gov |
| Williams Jones Wealth Management, LLC | New York | $12.47 billion | 8 | adviserinfo.sec.gov |
| Sound Point Clo C-Moa, LLC | New York | $12.34 billion | 24 | adviserinfo.sec.gov |
| Ramirez Asset Management, Inc. | New York | $12.27 billion | 5 | adviserinfo.sec.gov |
| Aquiline Management Holdings LP | New York | $12.27 billion | 33 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Royce Investment Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.