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AllocatorsInvestment consultantocio providerocio

Prime Buchholz LLC

Allocators

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Search this name across graphsid dfx:al:ee072035-8397-47dd-9ebb-5ba82933c92b

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

PRIME BUCHHOLZ LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Plan clients: 8Form 5500 Schedule C
Public clients: 0
Advisory clients: 7
Institutional RAUM: $11BForm ADV
Discretionary RAUM: $5.5B
Pension plan clients (ADV): 2
Recommended commitments: 0derived
Latest client year end: Mar 31, 2023
CRD: 106455

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
Bradford Hospital Retirement Plan	Investment adviser	Apr 1, 2022	Mar 31, 2023	no	fact
Samford University Pension Plan	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact
Berklee College of Music, Inc. Retirement Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Retirement Plan for Employees of Concord Hospital	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Pension Program for Employees of Olean General Hospital	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Inman Mills Pension Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
ST. Lukes-Roosevelt Hospital Center Employees' Pension Plan	trustee	Jan 1, 2022	Dec 31, 2022	no	fact
Retirement Income Plan of the Conference Board, Inc. United States Staff Members	Investment adviser	Jul 1, 2021	Jun 30, 2022	no	fact

Relationships

Advised by (8)

← Bradford Hospital Retirement PlanPlanInvestment adviser
Apr 1, 2022 to Mar 31, 2023factForm 5500
← Pension Program for Employees of Olean General HospitalPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Inman Mills Pension PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Berklee College of Music, Inc. Retirement PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← ST. Lukes-Roosevelt Hospital Center Employees' Pension PlanPlantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Samford University Pension PlanPlanPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Retirement Plan for Employees of Concord HospitalPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Retirement Income Plan of the Conference Board, Inc. United States Staff MembersPlanInvestment adviser
Jul 1, 2021 to Jun 30, 2022factForm 5500

Manages for (3)

→ NEW York Eye and Ear Infirmary Employees' Pension PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Albany International Corp. Pension Plus PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Conmed Corporation Retirement Pension PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

Occurred
Dec 31, 2023
Consultant 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)
Form 5500observed 4 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:ee072035-8397-47dd-9ebb-5ba82933c92b
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.