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PRIME BUCHHOLZ LLC
CRD 106455File 801-37429
APPROVED
Retail clients
Custody
Filing as of Sep 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$14.07B
Top 10% of cohort (national)
Discretionary AUM
$5.54B
Non-discretionary $8.53B
Clients
243
85 accounts
Employees
127
Top 10% of cohort in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 28, 1990
- Principal office
- 273 CORPORATE DRIVE, SUITE 250, PORTSMOUTH, NH, 03801
- Phone
- 603-433-1143
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $14.07B
- Discretionary AUM
- $5.54B
- Non-discretionary AUM
- $8.53B
- Discretionary accounts
- 39
- Non-discretionary accounts
- 46
- Total accounts
- 85
- AUM per client
- $57.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | Not reported |
| Insurance companies | 4 | $63.8M |
| Charitable organizations | 206 | $11.16B |
| High net worth individuals | 29 | $2.69B |
| Pension and profit sharing plans | 2 | $154.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — A PERCENTAGE OF ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 128 | 127 | decreased by1 |
| Apr 1, 2026 | Clients | 250 | 243 | decreased by7 |
| Apr 1, 2026 | AUM | $10,891,570,901 | $14,067,230,102 | increased by$3,175,659,201 |
| Apr 1, 2026 | Accounts | 80 | 85 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 110 | 128 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 263 | 250 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,835,781,776 | $10,891,570,901 | increased by$2,055,789,125 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 49 | 80 | increased by31 |
| Aug 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 254 | 263 | increased by9 |
| Apr 1, 2022 | AUM | $6,924,459,820 | $8,835,781,776 | increased by$1,911,321,956 |
| Apr 1, 2022 | Accounts | 44 | 49 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PRIME BUCHHOLZ” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRIME BUCHHOLZ” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.