Prime Buchholz LLC Employee Directory
Financial ServicesNew Hampshire, United States51-200 Employees
Prime Buchholz LLC is an independent investment advisory firm in the financial services industry. Founded in 1988, it positions itself as a partner to its clients, aiming to align portfolios with missions and values rather than focusing solely on numbers. Its client base includes educational endowments, foundations, cultural and religious institutions, healthcare and insurance organizations, and high-net-worth families. The firm specializes in a broad range of asset classes, including hedge funds, private equity, and real assets, and pursues diversity, equity, and inclusion in its investment manager evaluations and client relationships. It is headquartered in Portsmouth, New Hampshire, with offices in Boston and Atlanta, and operates as a 100% employee-owned company, serving more than 250 clients by helping to develop and monitor investment policies and asset allocations aligned with long-term goals and governance considerations. In 2025, Prime Buchholz participated in the Exponent Philanthropy Conference, reflecting engagement with philanthropy-focused networks.
1-888-653-2347 
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