Scharf Investments, LLC

CRD 105508 · Los Gatos, CA · $4.2B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 105508
SEC number: 801-18799
Firm type: RIA
Assets under management: $4.2B as of Mar 24, 2026
Website: scharfinvestments.com ↗
Phone: 831-429-6513
Address: 16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA, 95032

Advisors at this firm

5 in our index · page 1 of 1

Jordan Thomas CoreyCRD 2795799 · Los Gatos, CA

IA Registered
Thaddeus D HeggenessCRD 6239098 · Los Gatos, CA

IA RegisteredRegistration inactive
Aaron Dahlgren MillerCRD 5732482 · Los Gatos, CA

IA Registered
Marcus Alan PoteeteCRD 6593679 · Los Gatos, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Deborah Lynne RobinsonCRD 2925401 · Los Gatos, CA

IA Registered

Source & corrections

Where this page comes from

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