Advisor at Scharf Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Scharf Investments, LLC
Location
Los Gatos, CA 95032
Credentials
CFA®
Industry experience
1 year
Jordan Corey is a CFA® charterholder with four years at Scharf Investments, LLC and a total of 13 years of industry experience. His prior roles include positions at CERo Therapeutics, Inc., Vir Biotechnology, and Cascade Investment. Scharf Investments is an SEC-registered adviser serving high-net-worth individuals, family offices, trusts, retirement accounts, corporations, endowments, foundations, and other advisers. The firm offers portfolio management across equity, fixed income, multi-asset, and hedged strategies, often tailoring mandates using a multi-factor screening process to construct concentrated equity portfolios.
Based on Scharf Investments, LLC
Based on Scharf Investments, LLC
Based on Scharf Investments, LLC
Based on Scharf Investments, LLC
$0 - $3,000,000: 1.25% annually (Equity Solution Asset Based Fee) $3,000,001 - $5,000,000: 0.80% annually (Equity Solution Asset Based Fee) $5,000,001+: Institutional pricing schedule (Equity Solution Asset Based Fee) $0 - $3,000,000: 1.0% annually (Multi-Asset Solution Asset Based Fee) $3,000,001 - $5,000,000: 0.75% annually (Multi-Asset Solution Asset Based Fee) $5,000,001+: Institutional pricing schedule (Multi-Asset Solution Asset Based Fee) $0 - $5,000,000: 0.5% annually (Fixed Income Solution Asset Based Fee) $5,000,001+: Institutional pricing schedule (Fixed Income Solution Asset Based Fee)
12% of net profits for accounts with performance fees, after exceeding prior cumulative losses
Account minimum: $1,000,000 Fee-only: Financial planning fees beginning at $2,500, variable based on complexity
16450 Los Gatos Boulevard, Suite 207
Los Gatos, CA 95032
California
Scharf Investments, LLC
2022 - Present (4 years)
CERo Therapeutics, Inc.
2019 - 2022 (3 years)
Vir Biotechnology
2016 - 2019 (3 years)
Cascade Investment
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
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Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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