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Scharf Jeffrey Robert (Santa Cruz)


Scharf Jeffrey Robert is a large advisory firm based in Santa Cruz. It manages $670.21 million of regulatory assets for 945 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Florida, and 9 other states.

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Scharf Jeffrey Robert provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scharf Jeffrey Robert: assets under management

The assets under management (AUM) of Scharf Jeffrey Robert is $670.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 202% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $670.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $709.22 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scharf Jeffrey Robert for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Cruz

The principal office where Scharf Jeffrey Robert performs its advisory services is located at 340 Soquel Avenue Suite 115, Santa Cruz, CA 95062, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 831-429-6513 or by fax 831-429-5216. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.scharfinvestments.com.


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