Data / Investment advisers / New Hampshire / Prime Buchholz LLC
Prime Buchholz LLC, Portsmouth, NH: $14.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Prime Buchholz LLC is an SEC registered investment adviser with its main office in Portsmouth, New Hampshire and reports $14.1 billion in regulatory assets under management in its Form ADV filed September 11, 2026. Its clients include charitable organizations, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, fixed fees and other fees.
The request: Watch Prime Buchholz LLC (CRD number 106455): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106455
- SEC file number
- 801-37429
- SEC status
- Approved, effective September 28, 1990
- Main office
- 273 Corporate Drive, Suite 250, Portsmouth, NH 03801
- Phone
- (603) 433-1143
- Website
- primebuchholz.com
- Regulatory AUM
- $14,067,230,102 in the Form ADV filed September 11, 2026
- Discretionary AUM
- $5,536,589,073
- Non discretionary AUM
- $8,530,641,029
- Accounts
- 85
- Employees
- 127, of which 69 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 206 | $11.16 billion |
| High net worth individuals | 29 | $2.69 billion |
| Pension and profit sharing plans | 2 | $154.4 million |
| Insurance companies | 4 | $63.8 million |
| Corporations or other businesses | 2 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $14.07 billion | March 27, 2026 |
| December 1, 2025 | $10.89 billion | April 16, 2025 |
Other advisers in Portsmouth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Impax Asset Management LLC | Portsmouth | $8.94 billion | Not listed | adviserinfo.sec.gov |
| Matrix Capital Management Company, LP | Portsmouth | $2.32 billion | 2 | adviserinfo.sec.gov |
| Wellesley Asset Management, Inc. | Portsmouth | $1.99 billion | 1 | adviserinfo.sec.gov |
| Tide Cycle Resources LLC | Portsmouth | $1.85 billion | Not listed | adviserinfo.sec.gov |
| David Wendell Associates, Inc. | Portsmouth | $1.33 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Portsmouth, NH
- Investment advisers in New Hampshire
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving charitable organizations
- Advisers serving high net worth individuals
- Prime Buchholz LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.