Scharf Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Gatos, CA. Its latest Form ADV filing, dated March 24, 2026, reports $4.2B in regulatory assets under management, 23 employees, 1 office, and 1,395 accounts.
Assets Under Management
$4.2B
Employees
23
Offices
1 office
Total Clients
1,395
Primary office
LOS GATOS, CA
16450 LOS GATOS BOULEVARD, SUITE 207, LOS GATOS, CA, United States
Top client segmentHNWI represent 94.2% of total clients.
Top client categories% of clientsClients
1
HNWI
94.2%
1,314
2
Corporations
2.7%
37
3
Charitable
1.3%
18
4
Pension Plans
0.8%
11
5
Other Advisers
0.6%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.2Bas of March 24, 2026
Discretionary63.3%
$2.7B
63% of total RAUM63.3%
Non-discretionary36.7%
$1.5B
37% of total RAUM36.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.2B
Total Accounts1,395
10Y AUM Change$-1.1B (-20.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee61:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.