DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
OCIO
Prime Buchholz LLC
Advisory clients on the tape
7
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
208
filed Sep 11, 2026
ADV institutional RAUM
$11B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$5.5B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.81; discretionary RAUM $5.5B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
7 allocators
- Bradford Hospital Retirement Plan Investment adviser (plan)through Mar 31, 2023 Form 5500
- Samford University Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Berklee College of Music, Inc. Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Retirement Plan for Employees of Concord Hospital Investment adviser (plan)through Dec 31, 2022 Form 5500
- Pension Program for Employees of Olean General Hospital Investment adviser (plan)through Dec 31, 2022 Form 5500
- Inman Mills Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Retirement Income Plan of the Conference Board, Inc. United States Staff Members Investment adviser (plan)through Jun 30, 2022 Form 5500
Other roles
1 allocators
- ST. Lukes-Roosevelt Hospital Center Employees' Pension Plan Trusteethrough Dec 31, 2022
Schedule C rows
25 rows, $1.8M direct compensation as filed
Form ADV readings
- charity clients 206 Sep 11, 2026 reported
- institutional clients 208 Sep 11, 2026 reported
- pension plan clients 2 Sep 11, 2026 reported
- raum discretionary $5.5B Sep 11, 2026 reported
- raum institutional $11B Sep 11, 2026 reported
- raum total $14B Sep 11, 2026 reported
What changed
- Prime Buchholz & Associates no longer appears on Retirement Plan for Employees of Concord Hospital's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Prime Buchholz LLCaskebsa.dol.gov