PRIME BUCHHOLZ LLC
CRD #106455 SEC #801-37429 PORTSMOUTH, NH 603-433-1143
SEC Registered
Total AUM
$10.9B
Discretionary
$5B
Employees
128
Clients
0
Accounts
80
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $10.9B | $5B | $5.9B | 128 | 170 |
| Apr 2025 | $10.9B | $5B | $5.9B | 128 | 170 |
| Mar 2025 | $10.9B | $5B | $5.9B | 128 | 170 |
| Jan 2025 | $10.4B | $4.9B | $5.5B | 129 | 186 |
| Jul 2024 | $10.4B | $4.9B | $5.5B | 129 | 186 |
| Mar 2024 | $10.4B | $4.9B | $5.5B | 129 | 186 |
| Jan 2024 | $8.9B | $3.5B | $5.3B | 124 | 191 |
| Mar 2023 | $8.9B | $3.5B | $5.3B | 124 | 191 |
| Jul 2022 | $8.8B | $3.3B | $5.6B | 110 | 214 |
| Mar 2022 | $8.8B | $3.3B | $5.6B | 110 | 214 |
| Jun 2021 | $6.9B | $2.7B | $4.2B | 110 | 210 |
| Mar 2021 | $6.9B | $2.7B | $4.2B | 110 | 210 |
| Jun 2020 | $4.5B | $1.3B | $3.2B | 110 | 222 |
| Mar 2020 | $4.5B | $1.3B | $3.2B | 110 | 222 |
| Mar 2019 | $2.8B | $301.5M | $2.5B | 108 | 238 |
| Mar 2018 | $848.4M | $374.1M | $474.3M | 111 | 244 |
| Jan 2018 | $834.1M | $361.8M | $472.3M | 111 | 245 |
| Mar 2017 | $1B | $412.9M | $591.3M | 105 | 300 |
| Jan 2017 | $729.4M | $300.8M | $428.6M | 105 | 300 |
| Mar 2016 | $729.4M | $300.8M | $428.6M | 105 | 300 |
| Mar 2015 | $646M | $205.5M | $440.5M | 105 | 300 |
| Jan 2015 | $556.2M | $140.9M | $415.4M | 102 | 300 |
| Mar 2014 | $556.2M | $140.9M | $415.4M | 102 | 300 |
| Dec 2013 | $442.6M | $122.1M | $320.5M | 100 | 300 |
| Mar 2013 | $442.6M | $122.1M | $320.5M | 100 | 300 |
| Mar 2013 | $419.9M | $122.1M | $297.8M | 100 | 300 |
| Apr 2012 | $0 | $0 | $0 | 51 | 300 |
| Mar 2012 | $0 | $0 | $0 | 51 | 300 |
| Mar 2011 | $0 | $0 | $0 | 51 | -- |
| Oct 2003 | $14.8B | $0 | $14.8B | -- | -- |
DateApr 2025
Total AUM$10.9B
Discretionary$5B
Non-Disc.$5.9B
Employees128
Clients170
DateApr 2025
Total AUM$10.9B
Discretionary$5B
Non-Disc.$5.9B
Employees128
Clients170
DateMar 2025
Total AUM$10.9B
Discretionary$5B
Non-Disc.$5.9B
Employees128
Clients170
DateJan 2025
Total AUM$10.4B
Discretionary$4.9B
Non-Disc.$5.5B
Employees129
Clients186
DateJul 2024
Total AUM$10.4B
Discretionary$4.9B
Non-Disc.$5.5B
Employees129
Clients186
DateMar 2024
Total AUM$10.4B
Discretionary$4.9B
Non-Disc.$5.5B
Employees129
Clients186
DateJan 2024
Total AUM$8.9B
Discretionary$3.5B
Non-Disc.$5.3B
Employees124
Clients191
DateMar 2023
Total AUM$8.9B
Discretionary$3.5B
Non-Disc.$5.3B
Employees124
Clients191
DateJul 2022
Total AUM$8.8B
Discretionary$3.3B
Non-Disc.$5.6B
Employees110
Clients214
DateMar 2022
Total AUM$8.8B
Discretionary$3.3B
Non-Disc.$5.6B
Employees110
Clients214
DateJun 2021
Total AUM$6.9B
Discretionary$2.7B
Non-Disc.$4.2B
Employees110
Clients210
DateMar 2021
Total AUM$6.9B
Discretionary$2.7B
Non-Disc.$4.2B
Employees110
Clients210
DateJun 2020
Total AUM$4.5B
Discretionary$1.3B
Non-Disc.$3.2B
Employees110
Clients222
DateMar 2020
Total AUM$4.5B
Discretionary$1.3B
Non-Disc.$3.2B
Employees110
Clients222
DateMar 2019
Total AUM$2.8B
Discretionary$301.5M
Non-Disc.$2.5B
Employees108
Clients238
DateMar 2018
Total AUM$848.4M
Discretionary$374.1M
Non-Disc.$474.3M
Employees111
Clients244
DateJan 2018
Total AUM$834.1M
Discretionary$361.8M
Non-Disc.$472.3M
Employees111
Clients245
DateMar 2017
Total AUM$1B
Discretionary$412.9M
Non-Disc.$591.3M
Employees105
Clients300
DateJan 2017
Total AUM$729.4M
Discretionary$300.8M
Non-Disc.$428.6M
Employees105
Clients300
DateMar 2016
Total AUM$729.4M
Discretionary$300.8M
Non-Disc.$428.6M
Employees105
Clients300
DateMar 2015
Total AUM$646M
Discretionary$205.5M
Non-Disc.$440.5M
Employees105
Clients300
DateJan 2015
Total AUM$556.2M
Discretionary$140.9M
Non-Disc.$415.4M
Employees102
Clients300
DateMar 2014
Total AUM$556.2M
Discretionary$140.9M
Non-Disc.$415.4M
Employees102
Clients300
DateDec 2013
Total AUM$442.6M
Discretionary$122.1M
Non-Disc.$320.5M
Employees100
Clients300
DateMar 2013
Total AUM$442.6M
Discretionary$122.1M
Non-Disc.$320.5M
Employees100
Clients300
DateMar 2013
Total AUM$419.9M
Discretionary$122.1M
Non-Disc.$297.8M
Employees100
Clients300
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients300
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients300
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--
DateOct 2003
Total AUM$14.8B
Discretionary$0
Non-Disc.$14.8B
Employees--
Clients--