Investment adviser · CRD 105508
SCHARF INVESTMENTS, LLC
Investment adviser filing (IA)
LOS GATOS, CA, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $4.21B Form ADV · Item 5.F
- Client accounts
- 1,395 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 9 | $1,545,874,078 | 36.7% |
| High-net-worth individuals | 1,314 | $1,353,786,634 | 32.1% |
| Investment companies | 6 | $1,068,424,462 | 25.4% |
| Corporations & businesses | 37 | $154,770,993 | 3.7% |
| Charities | 18 | $62,097,110 | 1.5% |
| Retirement plans | 11 | $26,370,251 | 0.6% |
Filing source
Form ADV 2081175 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
16450 LOS GATOS BOULEVARD, SUITE 207LOS GATOS, CA, 95032, United States
CRD 105508
Filing source
Form ADV 2081175 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.