ROYCE & ASSOCIATES, LP
C40
CRD 107689·SEC 801-8268·NEW YORK, NY
AUM
$12.41B
$1B+
Est. Revenue
$124.1M
@ 1% on AUM
Est. EBITDA
$37.2M
@ 30% margin
Est. Deal Value
$297.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $12.99B
'21 · $9.19B
'22 · $16.37B
'23 · $10.73B
'25 · $12.73B
'26 · $12.41B
'20'26
$12.99B → $12.41B▼ -5%
Client mix
| Individuals Other | 931 |
| Investment Companies | 16 |
| Pooled Investment Vehicles | 11 |
| Other Investment Advisers | 8 |
| Corporations | 8 |
Operations
Advisory staff (5-yr trend)
'20 · 27 advisors
'21 · 26 advisors
'22 · 26 advisors
'23 · 31 advisors
'25 · 33 advisors
'26 · 30 advisors
'20'26
27 advisors → 30 advisors▲ +11%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.