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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/1990
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 07/2024
- Type
- Individual
- Control person
- No
- Ownership
- 10% but less than 25%
- Reported since
- 12/2004
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 11/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| William Francis Mccarron | President, Manager | 01/1990 | Individual | Yes | 25% but less than 50% |
| Gregory Charles Desisto | Senior Consultant | 07/2024 | Individual | No | 10% but less than 25% |
| Gregory Charles Johnson | Vice President, Manager | 12/2004 | Individual | Yes | 10% but less than 25% |
| Christopher M Regan | Chief Operating Officer | 11/2018 | Individual | Yes | Less than 5% |
| Jeffrey X. Brown | Chief Financial Officer | 01/2024 | Individual | Yes | Less than 5% |
| Pamela Hope Hochstadt | Senior Director - Research, Manager | 04/2025 | Individual | Yes | Less than 5% |
| Ryan Thomas Oquinn | Senior Consultant, Manager | 04/2025 | Individual | Yes | Less than 5% |
| Daniel Michael Ricci | Head Of Information Systems, Manager | 04/2025 | Individual | Yes | Less than 5% |
| Brian J. Vandelinder | Chief Compliance Officer | 01/2026 | Individual | Yes | Less than 5% |
| Timothy Michael Jarry | Treasurer | 03/2024 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVWF
William Francis Mccarron
President, Manager
GC
Gregory Charles Johnson
Vice President, Manager
CM
Christopher M Regan
Chief Operating Officer
JX
Jeffrey X. Brown
Chief Financial Officer
PH
Pamela Hope Hochstadt
Senior Director - Research, Manager
BJ
Brian J. Vandelinder
Chief Compliance Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives10
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateSep 28, 1990
CRD number106455