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Prime Buchholz
Prime Buchholz is an SEC-registered investment adviser in Portsmouth, NH, since 1990. The firm manages $14.1 billion in assets, including $5.5 billion on a...
Prime Buchholz
Prime Buchholz is an SEC-registered investment adviser in Portsmouth, NH, since 1990. The firm manages $14.1 billion in assets, including $5.5 billion on a discretionary basis. It has 127 employees and 69 investment advisers.
General information
Firm type
Fund of Funds
Year founded
1988
Location
Region
North America
Country
United States
City
Portsmouth
Corporate office
273 Corporate Drive, Suite 250, Portsmouth, NH 03801, United States
Additional offices
99 High Street, 22nd Floor, Boston, MA 02109 · 3715 Northside Parkway, Building 100 – Suite 500, Atlanta, GA 30327
Principals
Jon Prime
Founder
Jim Buchholz
Co-Founder
Bill McCarron
President
Sector focus
Frequently asked questions
Who runs investment decisions at Prime Buchholz?
Bill McCarron serves as president and has been with the firm since 1990. The firm has a multi-functional team structure where senior professionals are directly accessible to clients. Founders Jon Prime and Jim Buchholz established the firm's investment philosophy, which remains the foundation of portfolio construction (per firm website).
What asset classes does Prime Buchholz typically invest in?
The firm builds custom portfolios across listed equities, fixed income, private equity, hedge funds, real estate, and infrastructure. The specific mix is tailored to each client's unique objectives and risk profile (per firm website).
Does Prime Buchholz make direct investments or co-investments?
Prime Buchholz operates as a fund-of-funds manager, selecting external investment managers and constructing multi-manager programs. It does not engage in direct investments or co-investments in individual companies.
What is Prime Buchholz's known posture on fees?
Prime Buchholz operates under a full-service model with no extra service charges or fees beyond what is agreed upon. The firm does not accept compensation from managers and states that clients will never see surprise charges on invoices (per firm website).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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