PRIME BUCHHOLZ LLC

CRD 106455File 801-37429

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 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
Website: https://www.primebuchholz.com

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.