Prime Buchholz LLC

RIASEC RegisteredEst. 1990
Total AUM
$14.1B
Discretionary
$5.5B
39% of AUM
Avg account
$165M
Accounts
85
Employees
127
Advisory reps
15

Firm details

Headquarters
Portsmouth, New Hampshire
CRD number
106455
Registered since
September 28, 1990
Website
www.primebuchholz.com
Custodians
U.S. BANK, N.A., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Charitable Organizations79.32%
  • HNWI19.12%
  • Pension & Profit Sharing Plans1.1%
  • Insurance Companies0.45%
Services
Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Prime Buchholz LLC is an independent registered investment adviser that has been operating since 1990. The firm is structured as an LLC and is owned by an individual practitioner. It serves both high-net-worth individuals and families as well as institutional clients, offering portfolio management, pension consulting and selection of other advisers. Prime Buchholz charges a mix of percentage-of-AUM, fixed fees and other fee arrangements and acts as a capital allocator—deploying client capital to third‑party managers in addition to managing public-market exposures directly. The firm does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Private Funds 38%, Exchange Traded Equities 9%, US Government Bonds 3%50%
  • Public Funds/Mutual Funds50%
  • Private Funds38%
  • Exchange Traded Equities9%
  • US Government Bonds3%

Owners & executives

3 of 4

  • Jeffrey Brown

    Chief Financial OfficerCRD 7857423

  • Karen Labenski

    Karen Labenski

    Principal/Chief Information & Technology OfficerCRD 4526939

  • Brian Vandelinder

    Chief Compliance OfficerCRD 4417791

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Contacts

3 of 11
  • Christopher Shaw

    Christopher Shaw

    ConsultantCRD 7436233

  • Richard Morrison

    Richard Morrison

    Director of Investment StrategyCRD 2543934

  • Gregory Desisto

    Gregory Desisto

    Managing PrincipalCRD 2453603

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 42

Active vs passive

$281M in ETFs

Passive

99%

$277M

Active

1%

$3.9M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI EMERGING MARKETS EX CHINA ETF (EMXC)BlackRockPassiveDiversified Emerging Mkts$30.6M299,54910.90%
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Location

Primary office

Portsmouth, NH

Rockingham

Location

Portsmouth, NH

Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Rockingham
Address
273 Corporate Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth