Scharf Investments, LLC
● SEC registered since 1983CRD 105508SEC# 801-18799Los Gatos, CA
Reg. AUM
$4.21B
Employees
23
Accounts
1,395
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Alan Krawez Control | President & Managing Member (class A) | 10-25% | 2010 |
| Im Square Holding 5 LLC | Member (class C) | 25-50% | 2019 |
| Jason Adam Marcus | Chief Compliance Officer & Chief Operating Officer | Under 5% | 2010 |
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Join to unlock · $37/moFrequently 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
| Address | 16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032 |
| Phone | 831-429-6513 |
| Fax | 831-429-5216 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1463746 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.21BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$4.21Bregulatory AUM
Discretionary $2.67BNon-discretionary $1.55B