Prime Buchholz LLC
Alpha Nasdaq OCIO Indices - ContributorPORTSMOUTH, NH
Form ADV and provider website profile · CRD 106455 · regulatory data as of Sep 11, 2026
This profile compiles reported firm AUM, regulatory account 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.
85Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$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.
$14.1BTotal Firm AUM
$5.5BDiscretionary AUM
$8.5BNon-discretionary AUM
85Total accounts
39Discretionary accounts
46Non-discretionary accounts
Client Mix by Firm AUM
$14.1BFirm AUM
Charities79.3%
High-Net-Worth19.1%
Retirement Plans1.1%
Insurance companies0.5%
Corporations0.0%
Reported Client Types
Source: Form ADV client recordsCharities79.3%
206 clients$11.2B firm assets
High-Net-Worth19.1%
29 clients$2.7B firm assets
Retirement Plans1.1%
2 clients$154M firm assets
Insurance companies0.5%
4 clients$64M firm assets
Corporations0.0%
2 clients$0 firm assets
Reported total243 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Charities | $11.2B | 206 | 79.3% |
| High-Net-Worth | $2.7B | 29 | 19.1% |
| Retirement Plans | $154M | 2 | 1.1% |
| Insurance companies | $64M | 4 | 0.5% |
| Corporations | $0 | 2 | 0.0% |
| Reported total | $14.1B | 243 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…