SCHARF INVESTMENTS, LLC
CRD #105508 SEC #801-18799 LOS GATOS, CA 831-429-6513
SEC Registered
Total AUM
$4.2B
Discretionary
$2.8B
Employees
23
Clients
101
Accounts
1,523
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.2B | $2.8B | $1.4B | 23 | 0 |
| Aug 2024 | $4.5B | $3.3B | $1.3B | 23 | 0 |
| Mar 2024 | $4.5B | $3.3B | $1.3B | 23 | 0 |
| Mar 2023 | $3.8B | $2.7B | $1.2B | 25 | 0 |
| Mar 2023 | $3.8B | $2.7B | $1.2B | 25 | 0 |
| Oct 2022 | $4B | $2.8B | $1.1B | 22 | 0 |
| Mar 2022 | $4B | $2.8B | $1.1B | 22 | 0 |
| May 2021 | $3.3B | $2.3B | $968.9M | 22 | 0 |
| May 2021 | $3.3B | $2.3B | $968.9M | 22 | 0 |
| Mar 2021 | $3.3B | $2.3B | $968.9M | 22 | 0 |
| Jun 2020 | $3.4B | $2.4B | $1B | 22 | 0 |
| May 2020 | $3.4B | $2.4B | $1B | 22 | 0 |
| Mar 2020 | $3.4B | $2.4B | $1B | 22 | 0 |
| Feb 2020 | $3.4B | $2.4B | $1B | 22 | 0 |
| Nov 2019 | $3.2B | $2.3B | $915.2M | 23 | 0 |
| Sep 2019 | $3.2B | $2.3B | $915.2M | 23 | 0 |
| May 2019 | $3.2B | $2.3B | $915.2M | 23 | 0 |
| Apr 2019 | $3.2B | $2.3B | $915.2M | 23 | 0 |
| Apr 2019 | $3.2B | $2.3B | $915.2M | 23 | 0 |
| Mar 2019 | $3.2B | $2.3B | $915.2M | 23 | 0 |
| Jul 2018 | $5B | $3.7B | $1.3B | 23 | 0 |
| Mar 2018 | $5B | $3.7B | $1.3B | 23 | 0 |
| Feb 2018 | $5.2B | $3.9B | $1.3B | 23 | 0 |
| Nov 2017 | $5.4B | $4.1B | $1.3B | 23 | 1,600 |
| Sep 2017 | $5.3B | $5.3B | $0 | 23 | 2,500 |
| Feb 2017 | $5.3B | $5.3B | $0 | 23 | 2,500 |
| Jan 2017 | $5.1B | $5.1B | $0 | 21 | 2,600 |
| Sep 2016 | $5.1B | $5.1B | $0 | 21 | 2,600 |
| Aug 2016 | $5.1B | $5.1B | $0 | 21 | 2,600 |
| Jul 2016 | $5.1B | $5.1B | $0 | 21 | 2,600 |
| Jul 2016 | $5.1B | $5.1B | $0 | 21 | 2,600 |
| May 2016 | $5.1B | $5.1B | $0 | 21 | 2,600 |
| Apr 2016 | $5.1B | $5.1B | $0 | 21 | 2,600 |
| Mar 2016 | $5.1B | $5.1B | $0 | 21 | 2,600 |
| Oct 2015 | $3.9B | $3.9B | $0 | 19 | 2,000 |
| Oct 2015 | $3.9B | $3.9B | $0 | 19 | 2,000 |
| Jul 2015 | $4.1B | $3.9B | $121.6M | 19 | 2,000 |
| Jul 2015 | $4.1B | $3.9B | $121.6M | 19 | 2,000 |
| Mar 2015 | $4.1B | $3.9B | $121.6M | 19 | 2,000 |
| Mar 2015 | $4.1B | $3.9B | $121.6M | 19 | 2,000 |
| Jan 2015 | $2.7B | $2.6B | $103.7M | 16 | 1,300 |
| Nov 2014 | $2.7B | $2.6B | $103.7M | 16 | 1,300 |
| Sep 2014 | $2.7B | $2.6B | $103.7M | 16 | 1,300 |
| Aug 2014 | $2.7B | $2.6B | $103.7M | 16 | 1,300 |
| Jun 2014 | $2.7B | $2.6B | $103.7M | 16 | 1,300 |
| Mar 2014 | $2.7B | $2.6B | $103.7M | 16 | 1,300 |
| Feb 2014 | $2.7B | $2.6B | $103.7M | 16 | 1,300 |
| Sep 2013 | $2.1B | $2.1B | $0 | 16 | 1,300 |
| Apr 2013 | $1.8B | $1.7B | $83.2M | 16 | 1,300 |
| Apr 2013 | $1.8B | $1.7B | $83.2M | 15 | 700 |
| Jan 2013 | $1.8B | $1.8B | $83.2M | 15 | 700 |
| Oct 2012 | $1.3B | $1.3B | $60.2M | 11 | 700 |
| Jul 2012 | $1.3B | $1.3B | $60.2M | 11 | 700 |
| Apr 2012 | $1.3B | $1.3B | $60.2M | 11 | 700 |
| Mar 2012 | $1.3B | $1.3B | $60.2M | 11 | 700 |
| Aug 2011 | $1.1B | $1.1B | $0 | -- | -- |
| Mar 2011 | $1.1B | $1.1B | $0 | -- | -- |
| May 2010 | $750.2M | $750.2M | $0 | 10 | -- |
| Mar 2010 | $750.2M | $750.2M | $0 | 10 | -- |
| Mar 2009 | $483.5M | $483.5M | $0 | 10 | -- |
| Mar 2007 | $631.1M | $631.1M | $0 | 10 | -- |
| Jan 2007 | $556.2M | $556.2M | $0 | 5 | -- |
| Dec 2006 | $556.2M | $556.2M | $0 | 5 | -- |
| Jan 2006 | $556.2M | $556.2M | $0 | 5 | -- |
| Jan 2005 | $489.6M | $489.6M | $0 | 5 | -- |
| Mar 2004 | $386.6M | $386.6M | $0 | 5 | -- |
| Mar 2002 | $265.5M | $265.5M | $0 | 5 | -- |
DateMar 2025
Total AUM$4.2B
Discretionary$2.8B
Non-Disc.$1.4B
Employees23
Clients0
DateAug 2024
Total AUM$4.5B
Discretionary$3.3B
Non-Disc.$1.3B
Employees23
Clients0
DateMar 2024
Total AUM$4.5B
Discretionary$3.3B
Non-Disc.$1.3B
Employees23
Clients0
DateMar 2023
Total AUM$3.8B
Discretionary$2.7B
Non-Disc.$1.2B
Employees25
Clients0
DateMar 2023
Total AUM$3.8B
Discretionary$2.7B
Non-Disc.$1.2B
Employees25
Clients0
DateOct 2022
Total AUM$4B
Discretionary$2.8B
Non-Disc.$1.1B
Employees22
Clients0
DateMar 2022
Total AUM$4B
Discretionary$2.8B
Non-Disc.$1.1B
Employees22
Clients0
DateMay 2021
Total AUM$3.3B
Discretionary$2.3B
Non-Disc.$968.9M
Employees22
Clients0
DateMay 2021
Total AUM$3.3B
Discretionary$2.3B
Non-Disc.$968.9M
Employees22
Clients0
DateMar 2021
Total AUM$3.3B
Discretionary$2.3B
Non-Disc.$968.9M
Employees22
Clients0
DateJun 2020
Total AUM$3.4B
Discretionary$2.4B
Non-Disc.$1B
Employees22
Clients0
DateMay 2020
Total AUM$3.4B
Discretionary$2.4B
Non-Disc.$1B
Employees22
Clients0
DateMar 2020
Total AUM$3.4B
Discretionary$2.4B
Non-Disc.$1B
Employees22
Clients0
DateFeb 2020
Total AUM$3.4B
Discretionary$2.4B
Non-Disc.$1B
Employees22
Clients0
DateNov 2019
Total AUM$3.2B
Discretionary$2.3B
Non-Disc.$915.2M
Employees23
Clients0
DateSep 2019
Total AUM$3.2B
Discretionary$2.3B
Non-Disc.$915.2M
Employees23
Clients0
DateMay 2019
Total AUM$3.2B
Discretionary$2.3B
Non-Disc.$915.2M
Employees23
Clients0
DateApr 2019
Total AUM$3.2B
Discretionary$2.3B
Non-Disc.$915.2M
Employees23
Clients0
DateApr 2019
Total AUM$3.2B
Discretionary$2.3B
Non-Disc.$915.2M
Employees23
Clients0
DateMar 2019
Total AUM$3.2B
Discretionary$2.3B
Non-Disc.$915.2M
Employees23
Clients0
DateJul 2018
Total AUM$5B
Discretionary$3.7B
Non-Disc.$1.3B
Employees23
Clients0
DateMar 2018
Total AUM$5B
Discretionary$3.7B
Non-Disc.$1.3B
Employees23
Clients0
DateFeb 2018
Total AUM$5.2B
Discretionary$3.9B
Non-Disc.$1.3B
Employees23
Clients0
DateNov 2017
Total AUM$5.4B
Discretionary$4.1B
Non-Disc.$1.3B
Employees23
Clients1,600
DateSep 2017
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees23
Clients2,500
DateFeb 2017
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees23
Clients2,500
DateJan 2017
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees21
Clients2,600
DateSep 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees21
Clients2,600
DateAug 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees21
Clients2,600
DateJul 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees21
Clients2,600
DateJul 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees21
Clients2,600
DateMay 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees21
Clients2,600
DateApr 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees21
Clients2,600
DateMar 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees21
Clients2,600
DateOct 2015
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees19
Clients2,000
DateOct 2015
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees19
Clients2,000
DateJul 2015
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$121.6M
Employees19
Clients2,000
DateJul 2015
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$121.6M
Employees19
Clients2,000
DateMar 2015
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$121.6M
Employees19
Clients2,000
DateMar 2015
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$121.6M
Employees19
Clients2,000
DateJan 2015
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$103.7M
Employees16
Clients1,300
DateNov 2014
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$103.7M
Employees16
Clients1,300
DateSep 2014
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$103.7M
Employees16
Clients1,300
DateAug 2014
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$103.7M
Employees16
Clients1,300
DateJun 2014
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$103.7M
Employees16
Clients1,300
DateMar 2014
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$103.7M
Employees16
Clients1,300
DateFeb 2014
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$103.7M
Employees16
Clients1,300
DateSep 2013
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees16
Clients1,300
DateApr 2013
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$83.2M
Employees16
Clients1,300
DateApr 2013
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$83.2M
Employees15
Clients700
DateJan 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$83.2M
Employees15
Clients700
DateOct 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$60.2M
Employees11
Clients700
DateJul 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$60.2M
Employees11
Clients700
DateApr 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$60.2M
Employees11
Clients700
DateMar 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$60.2M
Employees11
Clients700
DateAug 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$750.2M
Discretionary$750.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$750.2M
Discretionary$750.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$483.5M
Discretionary$483.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$631.1M
Discretionary$631.1M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$556.2M
Discretionary$556.2M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$556.2M
Discretionary$556.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$556.2M
Discretionary$556.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$489.6M
Discretionary$489.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$386.6M
Discretionary$386.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$265.5M
Discretionary$265.5M
Non-Disc.$0
Employees5
Clients--