Scharf Investments is an investment advisor in Los Gatos with $3.98 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
263775085
SEC advisor number
801-18799
FINRA CRD number
105508
AUM ?
$4.54 bn
(as of 11 Mar 24)
Accounts
1,603
(as of 11 Mar 24)
Employees
23
(14 investment advisory or research)
Address
Scharf Investments
5619 SCOTTS VALLEY DRIVE
SUITE 140
SCOTTS VALLEY
CA 95066
5619 SCOTTS VALLEY DRIVE
SUITE 140
SCOTTS VALLEY
CA 95066
Phone
831-429-6513
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
SC 13G
MILLERKNOLL, INC.
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
SC 13G
MILLERKNOLL, INC.
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22