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
14

Firm details

Headquarters
Portsmouth, New Hampshire
CRD number
106455
Registered since
September 28, 1990
Website
www.primebuchholz.com
Custodians
U.S. BANK, N.A., CHARLES SCHWAB & CO., INC., 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, owner-operated registered investment adviser that has been SEC-registered since 1990. The firm acts as a capital allocator to outside managers and serves a mixed client base of high-net-worth individuals and families as well as institutional clients. Its advisory scope includes portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Compensation arrangements include percentage-of-AUM billing as well as fixed fees and other fee structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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 53%, Private Funds 37%, Exchange Traded Equities 7%, US Government Bonds 3%53%
  • Public Funds/Mutual Funds53%
  • Private Funds37%
  • Exchange Traded Equities7%
  • US Government Bonds3%

Owners & executives

3 of 3
  • Christopher Regan

    Christopher Regan

    Principal and Chief Operating OfficerCRD 5190922

  • Jeffrey Brown

    Chief Financial OfficerCRD 7857423

  • Brian Vandelinder

    Chief Compliance OfficerCRD 4417791

Contacts

3 of 11
  • John Kane

    John Kane

    PrincipalCRD 7168298

  • Ian Macpherson

    Ian Macpherson

    Principal/ConsultantCRD 4920475

  • Richard Morrison

    Richard Morrison

    Director of Investment StrategyCRD 2543934

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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