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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Prime Buchholz LLC
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|---|---|
| CRD # | 106455 |
| SEC # | 801-37429 |
| CIK # | 0002051999 |
| AUM | $10.9 B (2025-04-16) |
| Employees | 128 (56% Investors, 0% Brokers) |
| Phone | 603-433-1143 |
| Address | 273 Corporate Drive, Suite 250 Portsmouth, NH 03801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 31 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 0.1 |
| (h) Charitable organizations | 199 | 8.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 80 | 10.9 |
| By Discretionary | ||
| Discretionary | 37 | 5.0 |
| Non-Discretionary | 43 | 5.9 |
| Total | 80 | 10.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.9 | |
| Total | 80 | 10.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002051999] |
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