PPrivate Fund Data Log in Join · $37/mo

Scharf Investments, LLC

● SEC registered since 1983CRD 105508SEC# 801-18799Los Gatos, CA
Export (members)
Reg. AUM
$4.23B
Employees
23
Accounts
1,523
Location
Los Gatos, CA

Scharf Investments, LLC assets under management

Scharf Investments, LLC is an SEC-registered investment adviser based in Los Gatos, CA. The firm has been registered since 1983. It reports $4.2 billion in regulatory assets under management and employs 23 people.

Scharf Investments, LLC owners & executives

10 reported
NameTitleOwnershipSince
Brian Alan Krawez ControlPresident & Managing Member (class A)10-25%2010
Im Square Holding 5 LLCMember (class C)25-50%2019
Jason Adam MarcusChief Compliance Officer & Chief Operating OfficerUnder 5%2010
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Scharf Investments, LLC manage?

Scharf Investments, LLC reports $4.2 billion in regulatory assets under management on its Form ADV.

How many employees does Scharf Investments, LLC have?

Scharf Investments, LLC reports 23 employees.

Where is Scharf Investments, LLC located?

Scharf Investments, LLC is based in Los Gatos, CA and has been SEC-registered since 1983.

Does Scharf Investments, LLC disclose fund performance?

Scharf Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032
Phone831-429-6513
Fax831-429-5216
Office hours8:00 a.m. To 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1463746
Discloses disciplinary historyNo

Assets under management

Discretionary$2.81B
Non-discretionary$1.42B
Total (RAUM)$4.23B