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| Keyboard |
| Prime Buchholz LLC
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|---|---|
| CRD # | 106455 |
| SEC # | 801-37429 |
| CIK # | 0002051999 |
| AUM | 14.07 B (2026-03-27) |
| Employees | 127 (54% 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) | 29 | 2.7 |
| (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 | 2 | 0.2 |
| (h) Charitable organizations | 206 | 11.2 |
| (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 | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 85 | 14.1 |
| By Discretionary | ||
| Discretionary | 39 | 5.5 |
| Non-Discretionary | 46 | 8.5 |
| Total | 85 | 14.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.1 | |
| Total | 85 | 14.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002051999] | |
| D | [0002051999] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 158 |
| Serves | Institutional, Retail |
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