Firm profile
Prime Buchholz
Prime Buchholz is an investment consultant based in Portsmouth, NH.
Updated . Rechecked monthly.
Assets under advice
$76 billion advised
as of Form ADV Part 1A Item 5.F, filed 2026-03-27
- Entity type
- Investment Consultant
- Headquarters
- Portsmouth, NH
- Website
- primebuchholz.com
- Source
- Firm-reported
About Prime Buchholz
Prime Buchholz is an institutional investment consulting firm offering outsourced chief investment officer services alongside hybrid and implemented consulting, a managed platform called PrimePlus, and mission aligned investing, building custom portfolios and asset allocation strategies for community foundations, hospitals, schools, pensions, faith based organizations, and endowments.[Firm website]
The firm has been independent since its founding nearly four decades ago. It accepts no compensation from the managers it recommends, operating instead on a full service fee model. Prime Buchholz also publishes its own recurring market outlook and review pieces for clients.[Firm website]
- Focus
- Institutional investment consulting for foundations, hospitals, schools, and pensions
Where Prime Buchholz is listed
Prime Buchholz is in the investor directory.
Scope and method
- What is shown
- The facts on Prime Buchholz's row of our directory lists: its kind, its headquarters, its founding year and website where the row gives them, the figure with its date, and the description.
- The figures
- Each figure carries its date. A figure from a public filing links that filing; a figure the firm reports itself is marked firm-reported.
- Sources
- Reported by the firm and the firm's own website, primebuchholz.com.
- Checked
Compiled by Praxis Rock Advisors. Reuse of our descriptions needs permission.