Royce Investment Partners

CRD#107689
Investment Advisor Firm

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Learn more about Royce Investment Partners

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Royce Investment Partners is located at One Madison Avenue, New York, NY. The firm employs 33 financial advisors to manage client portfolios and provide financial guidance. Royce Investment Partners is not a registered broker-dealer.

    The firm oversees $12.7 billion in assets under management across 940 accounts, with 932 discretionary accounts and 8 non-discretionary accounts. Services offered include portfolio management for investment companies, pooled investment vehicles, and institutional clients. Royce Investment Partners serves a range of investors, including retail investors, high net worth investors, investment companies, pooled investment vehicles, charitable organizations, other investment advisers, and corporations. The largest client type by accounts is retail investors. The firm operates with an asset-based and performance-based fee structure and has 1 high net worth client. Financial industry affiliations include broker-dealer or securities dealer and commodity pool advisor.

    Royce Investment Partners is registered in the states of Connecticut and New York.

    Assets Under Management

    $12.7 billion

    Number of Advisors

    33

    Disclosures

    No

    Office Location

    One Madison Avenue
    New York, NY 10010

    Royce Investment Partners by the Numbers

    Total Assets Under Management

    $12.7 billion

    National Average: $8.6 billion
    Total Number of Employees

    95

    National Average: 64
    Total Number of Accounts

    940

    National Average: 375,227
    Average Account Size

    $13.5 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial management largely depend on the type of services offered. Fees billed by Royce Investment Partners can include some combination of the following fee types: asset-based and performance-based. The firm participates in a wrap fee program, in which the firm offers a bundle of services for a single fee.The firm is able to withdraw its expenses directly from client funds.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company does business with a broad range of clients. Royce Investment Partners provides services to retail investors, high net worth investors, investment companies, pooled investment vehicles, charitable organizations, other investment advisers, and corporations. Out of its 940 clients, Royce Investment Partners's biggest client by number of accounts is retail investors, but it also serves 1 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's accounts are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 0.11%
    • Other Individuals - 96.04%
    • Corporations - 3.64%
    • Charitable Organizations - 0.21%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Royce Investment Partners does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Royce Investment Partners

    Charles Royce
    New York, NY

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