Royce Investment Partners

RIASEC RegisteredEst. 1971

Total AUM

$12.4B

Discretionary

$12.3B

100% of AUM

Avg account

$12.7M

Accounts

979

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 107689
Registered since: December 14, 1971
Website: www.royceinvest.com
Custodians: MORGAN STANLEY & CO. LLC, THE BANK OF NEW YORK MELLON, RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies84.52%
Pooled Investment Vehicles12.81%
Individuals1.4%
Charitable Organizations0.68%
Other Investment Advisers0.49%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Royce Investment Partners is a Limited Partnership operating as an institutional registered investment adviser. The firm is SEC-registered (initial registration year 1971) and serves both individual/family and institutional clients. Its advisory scope includes portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Royce charges asset-based fees and may also assess performance-based fees. The firm identifies as an active ESG investor and reports affiliations with broker-dealers, other investment advisers, and CPO/CTA activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Asset Breakdown

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities91%
Cash & Cash Equivalents9%

Owners & executives

3 of 3

Lindsey Oshita
Chief Accounting OfficerCRD 7183188
Christopher Clark
Chief Executive Officer & Co-CIOCRD 1735713
Peter Hoglund
Chief Financial & Administrative Officer, Managing DirectorCRD 1859652