Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,211,323,528
Total clients
1,314
100% high-net worth
Total advisors
6
of 23 employees
Firm size
Multi Team
Average clients per advisor
219
Average account size
$3,204,965
Scharf Investments is an SEC-registered investment adviser that manages approximately $4.2 billion for high-net-worth individuals, family offices, trusts, retirement accounts, corporations, endowments and registered investment companies. The firm offers tailored portfolio management, financial planning, model portfolios through UMA/wrap sponsors, and sub-advisory services for third-party sponsors and pooled vehicles.
The firm’s investment process is value-oriented and research-driven, using a proprietary Multi-factor Analytical Performance (MAP) screen to identify companies with low valuations and predictable earnings and typically constructing concentrated 25–35 stock portfolios; it also offers multi-asset, fixed-income, hedged, and a small-cap low-volatility strategy, with explicit risk management tools such as Favorability Ratios. Scharf provides both discretionary account management and non-discretionary model advice to sponsors, and it maintains trade allocation, aggregation and compliance policies to address side-by-side management and performance-fee conflicts.
Scharf differs from many multi-team peers by serving investment company clients (including U.S. ETFs and Luxembourg UCITS), acting as sub-adviser to third‑party funds, and filing commodity pool exemptions with the NFA, reflecting commodity pool operator/trading-advisor activity. The firm also uses performance-based fee arrangements for qualified clients, maintains referral and shared/dual-contract relationships, and generally focuses on high-net-worth households (typical relationship minimums) rather than retail, non‑HNW individual clients.
$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
Scharf Investments, LLC
16450 Los Gatos Boulevard, Suite 207
Los Gatos CA 95032, United States
Number of offices
2
Alabama · Arizona · Arkansas · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin
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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Los Gatos, CA
Scharf Investments, LLC
Series 65, Series 66
Los Gatos, CA
Scharf Investments, LLC
CFA®, Series 66
Los Gatos, CA
Scharf Investments, LLC
CFA®, Series 63, Series 65
Los Gatos, CA
Scharf Investments, LLC
Series 65
Los Gatos, CA
Scharf Investments, LLC
CFP®, Series 66
Los Gatos, CA
Scharf Investments, LLC
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