Royce Investment Partners

Registered investment adviser · New York, NY · CRD #107689

Form ADV data as of 2026-09-01

Regulatory assets

$12.41 billion

Total accounts

979

Employees

Disclosure events

Firm details

Website: https://www.royceinvest.com
Telephone: 212-508-4500
SEC file number: 801-8268
Most recent Form ADV filing: 2026-02-02
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 3 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC entered an order in connection with investment-related activity
SEC or CFTC imposed a civil money penalty or a cease-and-desist order

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$12.35 billion
Non-discretionary regulatory assets under management	$60.9 million
Total regulatory assets under management	$12.41 billion
Discretionary accounts	971
Non-discretionary accounts	8
Total accounts	979
Regulatory assets under management attributable to non-U.S. persons	$1.50 billion

People

Total employees (excluding clerical)	89
Employees performing investment advisory functions (including research)	30
Employees who are registered representatives of a broker-dealer	16
Employees registered as investment adviser representatives with a state	1
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$25.0 million
Clients for whom the firm has custody	1
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$25.0 million
Clients for whom a related person has custody	1
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementPerformance-based fees

Advisory services offered

Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Commodity pool operator or commodity trading advisor

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Receives soft dollar benefits

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	931	$173.9 million
High net worth individuals	1	$1.1 million
Investment companies	16	$10.49 billion
Pooled investment vehicles (other than investment companies and BDCs)	11	$1.59 billion
Charitable organizations	4	$83.9 million
Other investment advisers	8	$60.9 million
Corporations or other businesses not listed above	8	$11.8 million