Prime Buchholz
Prime Buchholz is an independent, privately held U.S. investment consulting firm founded in 1988 that provides Investment Consulting, Hybrid/Implemented advisory, Outsourced CIO, and Mission-Aligned Investing services to institutional clients including foundations, hospitals, schools, pensions, faith-based organizations, and endowments across the U.S.
- Company typePrivate
- Founded1988
- HeadquartersPortsmouth, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Prime Buchholz does
Prime Buchholz is a privately held, independent U.S. investment consulting firm founded in 1988 and headquartered in Portsmouth, New Hampshire, with additional offices in Boston, Massachusetts, and Atlanta, Georgia. The firm advises institutional clients on creating, implementing, and monitoring investment programs and asset allocation strategies, offering four principal service lines: Investment Consulting, Hybrid/Implemented advisory, Outsourced CIO (OCIO), and Mission-Aligned Investing. Client verticals span community foundations, hospitals and healthcare organizations, schools and educational institutions, pension funds, faith-based organizations, endowments, and private foundations, with each engagement built around a custom portfolio aligned to the institution's specific goals.
Prime Buchholz firmographics
Firmographics- Name
- Prime Buchholz
- Legal name
- Prime Buchholz LLC
- Website
- https://primebuchholz.com
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Prime Buchholz is an independent, privately held U.S. investment consulting firm founded in 1988 that provides Investment Consulting, Hybrid/Implemented advisory, Outsourced CIO, and Mission-Aligned Investing services to institutional clients including foundations, hospitals, schools, pensions, faith-based organizations, and endowments across the U.S.
- Ownership category
- akta.pro rank
Where Prime Buchholz is headquartered
LocationHeadquarters
- HQ city
- Portsmouth
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Prime Buchholz business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Consulting Fees: Prime Buchholz provides investment consulting services on a fee basis. They offer a full-service model where clients won't encounter surprise extra service charges or additional fees beyond the agreed-upon arrangement. Services include Investment Consulting, Hybrid/Implemented, Outsourced CIO, and Mission-Aligned Investing.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Prime Buchholz product offering
Product offeringCore offering
Prime Buchholz is an independent investment consulting firm that designs, implements, and monitors custom investment programs for institutional clients. Service lines include Investment Consulting, Hybrid/Implemented Advisory, Outsourced CIO (OCIO), and Mission-Aligned Investing, all supported by the proprietary PrimePlus analytics and Prism client reporting platforms.
Product overview
Prime Buchholz is an investment consulting firm offering a suite of advisory and analytical services. Its primary proprietary product is PrimePlus, an online investment analytics platform that integrates data management, reporting, and portfolio monitoring. The firm complements its platform with service offerings including Investment Consulting, Hybrid/Implemented Advisory, Outsourced CIO (OCIO), and Mission-Aligned Investing services.
Differentiator
Problem solved
Functional benefit
Brands
- PrimePlus®: Proprietary online analytics platform designed to support investment governance, data management, and portfolio monitoring for institutional investors.
Products and services
- Investment Consulting Custom investment consulting for institutional clients, including investment program design, asset allocation strategy, manager research, and ongoing monitoring tailored to each client's mission and goals.
- Hybrid/Implemented Advisory Hybrid/Implemented advisory service that combines elements of investment consulting and outsourced CIO support, providing implementation assistance for institutional clients managing their own investment programs.
- Outsourced CIO (OCIO) Outsourced Chief Investment Officer service where Prime Buchholz assumes discretionary responsibility for institutional investment portfolios, including asset allocation, manager selection, and ongoing oversight.
- PrimePlus Proprietary online investment analytics and portfolio monitoring portal that streamlines data delivery, enhances portfolio transparency, and supports repeatable reporting, governance materials, and integrated analytics across asset classes for institutional clients.
- Mission-Aligned Investing Values-aligned investment consulting service that aligns institutional portfolios with each client's mission, using the firm's Pathways framework and annual manager survey to implement values-based investment strategies.
- Prism Client Portal Proprietary client-facing portal that provides institutional clients access to their investment data, analytics, and portfolio reporting.
Quantifiable outcome
- Prime Buchholz operates a full-service model with no surprise fees on invoices
- +1 more outcomes
Companies that use Prime Buchholz
Customer profileSegments7 records
Ideal customer profiles7 records
Prime Buchholz technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Prime Buchholz partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- CanoecoreCanoe and Prime Buchholz have expanded their partnership to deliver a comprehensive private markets intelligence service. The integration combines Canoe's private markets data capabilities with Prime Buchholz's investment consulting expertise to provide clients with complete private markets intelligence.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Prime Buchholz competitors and assessment
Company assessmentBroad incumbents
- Russell Investments: Global investment solutions firm offering OCIO, consulting, manager research, and implementation services to institutional asset owners — broader and larger than Prime Buchholz, but overlapping in OCIO and consulting mandates.
- Mercer Investments: Global investment consulting and OCIO arm of Marsh McLennan, serving large institutional asset owners with discretionary management, advisory, and manager research — a much larger incumbent competing for the same institutional RFPs as Prime Buchholz.
- Aon Investments: Global professional services firm with a large investment consulting and OCIO practice serving institutional asset owners across pensions, endowments, and foundations — competes with Prime Buchholz for institutional mandates as part of a much broader services portfolio.
Direct peers
- NEPC: New England Pension Consultants is a similarly sized, US-focused institutional investment consulting firm serving public and corporate pensions, endowments, foundations, and healthcare organizations — a near-twin to Prime Buchholz in size, geography, and client verticals.
- Segal Marco Advisors: Institutional investment consulting arm of Segal Group serving public pensions, multiemployer plans, corporations, and non-profits — same OCIO and consulting model as Prime Buchholz, with comparable client mix.
- Cambridge Associates: Largest US-headquartered institutional investment consulting firm serving endowments, foundations, and pensions with OCIO, manager research, and discretionary portfolio management — the most directly comparable firm to Prime Buchholz by client mix and service model.
- Verus: Independent US institutional investment consulting firm offering OCIO, traditional consulting, and private markets advisory to pensions, endowments, foundations, and healthcare systems — directly comparable to Prime Buchholz on independence, services, and client verticals.
- Meketa Investment Group: Mid-sized US institutional investment consultant providing OCIO, traditional consulting, and private markets advisory to public pensions, endowments, and foundations — directly comparable to Prime Buchholz on size, service mix, and target client verticals.
- Pavilion Advisory Group: Mid-sized institutional investment consulting firm serving public pensions, corporate plans, and endowments with advisory and OCIO services — comparable in size and service breadth to Prime Buchholz.
- Marquette Associates: Independent, US-based institutional investment consultant serving public funds, corporations, endowments, and foundations with consulting, OCIO, and asset-allocation services — same independent positioning and institutional client mix as Prime Buchholz.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Prime Buchholz social profiles
Digital presencePrime Buchholz financial estimates
Financial estimateRevenue estimate
Valuation estimate
Prime Buchholz leadership team
Management profileNumber of profiles
Profiles8 records
Prime Buchholz funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Prime Buchholz M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Prime Buchholz
What does Prime Buchholz do?
Prime Buchholz is an independent investment consulting firm that designs, implements, and monitors custom investment programs for institutional clients. Service lines include Investment Consulting, Hybrid/Implemented Advisory, Outsourced CIO (OCIO), and Mission-Aligned Investing, all supported by the proprietary PrimePlus analytics and Prism client reporting platforms.
Is Prime Buchholz a public or private company?
Prime Buchholz is a private company. It is classified as management employee owned and is currently operating.
When was Prime Buchholz founded?
Prime Buchholz was founded in 1988. It employs 101 to 250 people.
Where is Prime Buchholz based?
Prime Buchholz is headquartered in Portsmouth, United States, in the North America region.
How does Prime Buchholz make money?
One revenue line is on record: investment Consulting Fees.
Who are Prime Buchholz's main competitors?
Broad incumbents on record are Russell Investments, Mercer Investments and Aon Investments. Direct peers are NEPC, Segal Marco Advisors, Cambridge Associates, Verus, Meketa Investment Group, Pavilion Advisory Group and Marquette Associates.
Does Prime Buchholz have an API?
No public API is recorded for Prime Buchholz.