Scharf Investments, LLC

RIASEC Registered

Total AUM

$4.2B

Discretionary

$2.7B

63% of AUM

Avg account

$3M

Accounts

1,395

Employees

Advisory reps

Firm details

Headquarters: Los Gatos, California
CRD number: 105508
Registered since: May 6, 1983
Website: scharfinvestments.com
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANK, N.A., RAYMOND JAMES & ASSOCIATES, INC., FIDELITY DISTRIBUTORS COMPANY LLC, MORGAN STANLEY & CO. LLC, CACEIS BANK, J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY, CITI PRIVATE BANK, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Other Investment Advisers36.71%
HNWI32.15%
Investment Companies25.37%
Corporations / Businesses3.68%
Charitable Organizations1.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Scharf Investments, LLC is an institutional registered investment adviser that has been SEC-registered since 1983. Organized as an LLC, its ownership structure lists domestic entities, foreign entities and individuals. The firm serves both individual & family clients and institutional investors, providing financial planning and portfolio management across individuals, businesses, and investment companies. Business activity disclosures show it operates as a CPO/CTA, and its fee schedule includes percentage-of-AUM, fixed fees and performance-based fees. Scharf reports it is not an active ESG investor and it does not present itself as a multi-state or newly formed adviser.