Prime Buchholz LLC

Overview

Prime Buchholz LLC is an SEC registered investment adviser based in Portsmouth, NH, registered since 1990. It reports $14.1B in assets under management across 85 accounts, with 127 employees. It has 6 investment adviser representatives.

Reported AUM

$14.1B

Discretionary

39%

Accounts

85

Average account

$165M

Employees

127

Advisory reps

6

Registered since

1990

Jurisdictions

10

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Insurance Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 3 of 10

• William Francis McCarron President, Manager CRD 1337325
• Brian J Vandelinder Chief Compliance Officer CRD 4417791
• Christopher M Regan Chief Operating Officer CRD 5190922

7 more executive officers, with direct contact details

Advisory reps 3 of 6

• Timothy Michael Jarry Investment Adviser Rep CRD 7526839
• John Stephen Kane Investment Adviser Rep CRD 7168298
• Ian Douglas Macpherson Investment Adviser Rep CRD 4920475

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

273 Corporate Dr Ste 250
Portsmouth, NH 03801

County

Rockingham

Metro area

Boston-Cambridge-Newton, MA-NH

Region

Northeast

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: primebuchholz.com

Every state, with registration dates

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