Prime Buchholz LLC
Prime Buchholz LLC is an employee-owned, independent investment advisory firm, headquartered in Portsmouth, NH, and founded in 1988. The firm serves over 250 institutional clients, including educational endowments, foundations (public and private), cultural and religious organizations, hospitals, insurance groups, retirement systems, and high-net-worth families. They operate offices in Portsmouth, Boston, and Atlanta, with approximately 150 employees. Prime Buchholz is recognized for its transparent, conflict-free investment consulting, fostering long-term client partnerships, and integrating diversity and ESG values throughout their advisory approach. The firm specializes in advising clients about asset allocation, manager selection, and implementation of mission-aligned investment objectives.
Investment Strategy
Prime Buchholz delivers customized, conflict-free investment advisory services, specializing in manager selection and portfolio construction across all asset classes—including traditional assets, hedge funds, private equity, and real assets. Their approach emphasizes mission-aligned investing, integrating diversity, equity, inclusion, and ESG values into investment processes. The firm focuses on understanding each client's unique objectives and works collaboratively to create and monitor investment policies and asset allocation strategies that prioritize long-term growth, risk management, and alignment with organizational values.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VT | The Vanguard Group | 39.32% | $123.1M | 957,705 | $117.48 | $128.52 | +$10.2M |
B BND | The Vanguard Group | 9.16% | $28.7M | 389,421 | $71.91 | $73.63 | +$70.1K |
V VEA | The Vanguard Group | 8.17% | $25.6M | 448,792 | $47.82 | $57.01 | +$2.2M |
E ESGV | The Vanguard Group | 7.05% | $22.1M | 201,393 | $102.80 | $109.64 | +$10.5M |
E EMXC | Blackrock | 6.44% | $20.2M | 319,235 | $55.09 | $63.14 | +$2.6M |