Scharf Investments, LLC

RIASEC RegisteredEst. 1983

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 SEC-registered limited liability company that has been operating since 1983. The firm serves both individual/family clients and institutional accounts, offering financial planning and portfolio management across individuals, small businesses, investment companies, and corporate or institutional clients. It also reports activity as a CPO/CTA, indicating involvement with commodity or managed-futures style strategies or oversight of pooled vehicles. Scharf employs a mix of fee arrangements — percentage of assets under management, fixed fees and performance-based fees — and is affiliated with broker-dealer and other investment-adviser relationships. The firm does not identify as an active ESG investor.