SCHARF INVESTMENTS, LLC

CRD 105508File 801-18799

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.21B

Top 25% of cohort (national)

Discretionary AUM

$2.67B

Non-discretionary $1.55B

Clients

1,395

1,395 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: May 6, 1983
Principal office: 16450 LOS GATOS BOULEVARD, SUITE 207, LOS GATOS, CA, 95032
Phone: 831-429-6513
Website: HTTP://SCHARFINVESTMENTS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.21B
Discretionary AUM: $2.67B
Non-discretionary AUM: $1.55B
Discretionary accounts: 1,386
Non-discretionary accounts: 9
Total accounts: 1,395
AUM per client: $3.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	37	$154.8M
Investment companies	6	$1.07B
Charitable organizations	18	$62.1M
Other investment advisers	9	$1.55B
High net worth individuals	1,314	$1.35B
Pension and profit sharing plans	11	$26.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.