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Prime Buchholz LLC

Alpha Nasdaq OCIO Indices - Contributor

PORTSMOUTH, NH

Form ADV and provider website profile · CRD 106455 · regulatory data as of Mar 27, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Prime Buchholz LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$14.1BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
85Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$5.5BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$8.5BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered namePRIME BUCHHOLZ LLC

CRD number106455

Firm foundedNot reported

SEC registration dateSep 28, 1990

Employees127

Advisory professionals69

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

273 CORPORATE DRIVE, SUITE 250, PORTSMOUTH, NH, 03801

603-433-1143

https://primebuchholz.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$14.1B

As of Mar 27, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Charities79.3%$11.2B
High-Net-Worth19.1%$2.7B
Retirement Plans1.1%$154M
Insurance companies0.5%$64M
Corporations0.0%$0

Percentages and AUM are shown from the same reported Form ADV client-type records.