Overview
Assets Under Management: $12.7 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 1
Average Client Assets: $1 million
Frequently Asked Questions
ROYCE & ASSOCIATES, LP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107689), ROYCE & ASSOCIATES, LP is subject to fiduciary duty under federal law.
ROYCE & ASSOCIATES, LP is headquartered in NEW YORK, NY.
ROYCE & ASSOCIATES, LP serves 1 high-net-worth clients according to their SEC filing dated May 15, 2025. View client details ↓
According to their SEC Form ADV, ROYCE & ASSOCIATES, LP offers portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
ROYCE & ASSOCIATES, LP manages $12.7 billion in client assets according to their SEC filing dated May 15, 2025.
According to their SEC Form ADV, ROYCE & ASSOCIATES, LP serves businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.01
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 940
Discretionary Accounts: 932
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 107689
Filing ID: 1988865
Last Filing Date: 2025-05-15 17:48:00
Website: https://royceinvest.com