RIA Intel›Advisers›New Hampshire›PRIME BUCHHOLZ LLC

PRIME BUCHHOLZ LLC

Advisory

N·PORTSMOUTH, NH

Data as of Feb 16, 2026 · Source: SEC Form ADV

Total AUM

$10.9B

1-Year AUM Growth

+17.2%

3-Year CAGR

+13.9%

Employees

72

Assets Under Management

Total AUM$10.9B

Discretionary AUM$5.0B

Non-Discretionary AUM$5.9B

Discretionary %45.5%

Total Clients250

Team

Total Employees72

Investment Advisers128

Employee Growth (1Y)+9.1%

Filing History

Total Filings on Record31

First FilingMar 26, 2001

Latest FilingFeb 16, 2026

🔒 Full AUM trend chart and 31 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PRIME BUCHHOLZ LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.