Prime Buchholz and Associates is a firm that provides financial advisor, consulting services, investment management, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts and New York (although they are present in other states as well).
Most Prime Buchholz and Associates clients are hospitals, elementary and secondary schools, colleges, universities, and professional schools, other schools and instruction, promoters of performing arts, sports, and similar events, human rights organizations, and grantmaking foundations with revenues ranging from $5.9 million to $153 million.
Previous legal names, trade names, or just variations of their name include: Prime Buchholz; Prime Buchholz Associates Inc; Prime Buchholz and Associates LLC; Prime, Buchholz LLC; and Prime Buchholz and Associatiates Inc.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Anti-Defamation League (ADL) | 501(c)(3) | New York, NY | ||
| 2 | American Technion Society | 501(c)(3) | New York, NY | ||
| 3 | Berklee College of Music | 501(c)(3) | Boston, MA | ||
| 4 | The Boston Foundation (TBF) | 501(c)(3) | Boston, MA | ||
| 5 | Horace Mann School | 501(c)(3) | Bronx, NY | ||
| 6 | The Baruch College Fund | 501(c)(3) | New York, NY | ||
| 7 | Lahey Clinic Foundation | 501(c)(3) | Burlington, MA | ||
| 8 | MetroWest Health Foundation | 501(c)(3) | Framingham, MA | ||
| 9 | Amelia Peabody Foundation | 501(c)(3) | Topsfield, MA | ||
| 10 | Mount Sinai Morningside and Mount Sinai West | 501(c)(3) | New York, NY | ||
| ... | and 24 more Prime Buchholz and Associates not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Prime Buchholz and Associates in the nonprofit sector include Envestnet Retirement Solutions, LLC, Resources Investment Advisors, Inc., Trowe Price, Cpi Qualified Plan Consultants, Edward Jones, Usi Consulting Group, State Street Bank and Trust Company, Merrill Lynch Pierce Fenner and Smith, Reliance Trust Company, and Ubs.
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