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 investment adviser first registered in 1983 that serves both individual/family and institutional clients. The firm operates as an LLC with ownership that includes domestic and foreign entities as well as individuals. Its advisory scope includes financial planning and portfolio management for individuals, small businesses, investment companies and other businesses or institutions. Scharf runs CPO/CTA activities and employs a mix of fee arrangements — percentage of AUM, fixed fees and performance-based fees. The firm reports a preference for equities and does not identify as an active ESG investor.