Scharf Investments LLC
Legal Name: SCHARF INVESTMENTS, LLC
Full Contact Details
Scharf Investments LLC
5619 SCOTTS VALLEY DR, SUITE 140, SCOTTS VALLEY, CA
831-429-6513
831-429-5216
Other Info
Scharf Investments LLC, a DE Limited Liability Company, employs 23 people with 14 of them serving in advisory roles. Though the number of clients served is unknown, the firm has an SEC approval status, dating back to May 6, 1983, indicating a reputable and well-established investment company.
Mutual Funds | Scharf Funds
Scharf Investments' actively managed mutual funds provide simple, practical, and cost-efficient ways to build diversified portfolios.
Investment Management | Scharf Investments
Safeguard Your Future – Scharf Investments' time-tested strategy helps clients protect their wealth and achieve their financial goals. Learn more about our investment management services.
Direct Owners
-
BRIAN ALAN KRAWEZ
MANAGING MEMBER & PRESIDENT owns more than 10% but less than 25%
-
IM SQUARE HOLDING 5 LLC
MEMBER owns more than 25% but less than 50%
-
JASON ADAM MARCUS
CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER owns less than 5%
-
K5 CAPITAL MANAGEMENT, LLC
MEMBER owns more than 25% but less than 50%
-
KAREN KRAWEZ
MEMBER owns more than 10% but less than 25%
Indirect Owners
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BRIAN ALAN KRAWEZ
PARTNER owns more than 25% but less than 50%
-
EURAZEO SA
HOLDING COMPANY owns 75% or more
-
IM SQUARE SAS
PARENT owns 75% or more
-
KAREN KRAWEZ
PARTNER owns more than 25% but less than 50%
-
LEGENDRE HOLDING 36
HOLDING COMPANY owns more than 50% but less than 75%
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