Prime Buchholz LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portsmouth, NH. Its latest Form ADV filing, dated March 27, 2026, reports $14.1B in regulatory assets under management, 127 employees, 2 offices, and 85 accounts.
Assets Under Management
$14.1B
Employees
127
Offices
2 offices
Total Clients
243
Primary office
PORTSMOUTH, NH
273 CORPORATE DRIVE, SUITE 250, PORTSMOUTH, NH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentCharitable represent 84.8% of total clients.
Top client categories% of clientsClients
1
Charitable
84.8%
206
2
HNWI
11.9%
29
3
Insurance Cos.
1.6%
4
4
Pension Plans
0.8%
2
5
Corporations
0.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$14.1Bas of March 27, 2026
Discretionary39.4%
$5.5B
39% of total RAUM39.4%
Non-discretionary60.6%
$8.5B
61% of total RAUM60.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$14.1B
Total Accounts85
10Y AUM Change+$13.1B (+1300.8%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees127
Clients per Employee2:1
10Y Employee Change+22 (+21.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.