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They include 1,314 high-net-worth individuals, 37 corporations and other businesses, and 18 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Scharf Investments offer?","answer":"Scharf Investments provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Scharf Investments use?","answer":"Scharf Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.05B, US Bank (Milwaukee, WI), with $911M, Raymond James (St. Petersburg, FL), with $202M, Fidelity Investments (Boston, MA), with $123M, Morgan Stanley (New York, NY), with $109M, Caceis (New York, NY), with $109M, JP Morgan (New York, NY), with $58.6M, State Street Bank (Boston, MA), with $48.9M, Citi Private Bank (New York, NY), with $24.8M and UBS (New York, NY), with $20.1M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Scharf Investments have?","answer":"Scharf Investments has 8 investment adviser representatives registered with state securities authorities, out of 23 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Scharf Investments invest in?","answer":"At the end of its last fiscal year, Scharf Investments’ separately managed accounts held 90% exchange-traded equities, 5% U.S. government and agency bonds, 3% state and local bonds, 1% investment grade corporate bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Scharf Investments?","answer":"Scharf Investments is owned through a chain of holding companies by Eurazeo Sa. Its direct owners are Brian Krawez, K5 Capital Management, LLC, Karen Krawez and IM Square Holding 5 LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Scharf Investments get paid?","answer":"Scharf Investments is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Scharf Investments?","answer":"Scharf Investments’ main office is at 16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA 95032. Its phone number is 831-429-6513. 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