|
⚲
|
| Prime Buchholz LLC
✚
|
|
|---|---|
| CRD # | 106455 |
| SEC # | 801-37429 |
| CIK # | |
| AUM | $8.9 BB (2023-03-29) |
| Employees | 124 (53% Investors, 0% Brokers) |
| Phone | 603-433-1143 |
| Address | 273 Corporate Drive, Suite 250 Portsmouth, NH 03801 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 35 | 2.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 0.2 |
| (h) Charitable organizations | 197 | 6.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 8.9 |
| By Discretionary | ||
| Discretionary | 29 | 3.5 |
| Non-Discretionary | 35 | 5.3 |
| Total | 64 | 8.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.9 | |
| Total | 64 | 8.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
State Farm Investment Management Corp
✚
|
IL | 9.3 |
|
ADP Strategic Plan Services LLC
✚
|
NJ | 9.2 |
|
Christian Brothers Investment Services Inc
✚
|
IL | 9.2 |
|
Tactical Global Management Limited
✚
|
9.2 | |
|
Highmark Capital Management Inc
✚
|
CA | 8.7 |
|
Arbor Realty Collateral Management LLC
✚
|
NY | 8.6 |
|
Verus Advisory Inc
✚
|
WA | 8.5 |
|
Ascensus Investment Advisors LLC
✚
|
MA | 8.5 |
|
Altrinsic Global Advisors LLC
✚
|
CT | 8.4 |
|
Mirova US LLC
✚
|
MA | 8.4 |