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SCHARF INVESTMENTS, LLC
LOS GATOS, CA
831-429-6513
SEC #801-18799Total AUM
$4.2B
Employees
23Clients
1,395Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
16450 LOS GATOS BOULEVARD, SUITE 207
LOS GATOS
CA 95032
United States
LOS GATOS
CA 95032
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Monday - Friday
Phone
831-429-6513
Other Offices
1
Financials
Total AUM
$4.2B
Accounts
1,395Discretionary
$2.7B
Accounts
1,386Non-Discretionary
$1.5B
Accounts
9
Clients
HNW Individual Clients
1,314AUM
$1.4B
Investment Company Clients
6AUM
$1.1B
Pension/Profit Sharing Plan Clients
11AUM
$26.4M
Charitable Organization Clients
18AUM
$62.1M
Investment Advisor Clients
9AUM
$1.5B
Corporation or Business Clients
37AUM
$154.8M
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MODEL RECOMMENDATIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.