Prime Buchholz

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.

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

Headquarters

HQ city

Portsmouth

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. 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

Core 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

Segments7 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• CanoecoreTechnology or Integration · 18 November 2025Canoe 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

Broad 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

• LinkedInlinkedin.com/company/prime-buchholz-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Prime Buchholz