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Prime Buchholz LLC

● SEC registered since 1990CRD 106455SEC# 801-37429Portsmouth, NH
Export (members)
Reg. AUM
$14.07B
Employees
127
Accounts
85
Location
Portsmouth, NH

Prime Buchholz LLC assets under management

Prime Buchholz LLC is a registered investment adviser overseen by the SEC based in Portsmouth, NH. The firm has been registered since 1990. It reports $14.1 billion in regulatory assets under management and employs 127 people.

Prime Buchholz LLC owners & executives

10 reported
NameTitleOwnershipSince
Brian J. Vandelinder ControlChief Compliance OfficerUnder 5%2026
Christopher M Regan ControlChief Operating OfficerUnder 5%2018
Daniel Michael Ricci ControlHead Of Information Systems, ManagerUnder 5%2025
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Frequently asked questions

How much does Prime Buchholz LLC manage?

Prime Buchholz LLC reports $14.1 billion in regulatory assets under management on its Form ADV.

How many employees does Prime Buchholz LLC have?

Prime Buchholz LLC reports 127 employees.

Where is Prime Buchholz LLC located?

Prime Buchholz LLC is based in Portsmouth, NH and has been SEC-registered since 1990.

Does Prime Buchholz LLC disclose fund performance?

Prime Buchholz LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address273 Corporate Drive, Suite 250, Portsmouth, NH 03801
Phone603-433-1143
Fax603-433-8661
Office hours8:00-5:00
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$14.07B▲ 35%
Jan '25 — $10.41BFeb '25 — $10.41BMar '25 — $10.89BApr '25 — $10.89BMay '25 — $10.89BJun '25 — $10.89BJul '25 — $10.89BAug '25 — $10.89BSep '25 — $10.89BOct '25 — $10.89BNov '25 — $10.89BDec '25 — $10.89BJan '26 — $10.89BFeb '26 — $10.89BMar '26 — $14.07BApr '26 — $14.07BMay '26 — $14.07BJun '26 — $14.07B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 6%
More than 94% of 16,825 advisers

Assets under management

$14.07Bregulatory AUM
Discretionary $5.54BNon-discretionary $8.53B