Cause IQ vendor profile

Prime Buchholz and Associates


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, colleges, universities, and professional schools, other schools and instruction, promoters of performing arts, sports, and similar events, environment, conservation, and wildlife organizations, economic development corporations and economic program organizations, and grantmaking foundations with revenues ranging from $7.4 million to $248 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.

Primary location:
Portsmouth, NH
Clients in:
ME, NH, MA
Identified clients:
34
Avg client size:
$112 mil revenue
Median client size:
$33 mil revenue

Prime Buchholz and Associates client list

  Name Type Location
1 American Technion Society 501(c)(3) New York, NY
2 Berklee College of Music 501(c)(3) Boston, MA
3 The Boston Foundation (TBF) 501(c)(3) Boston, MA
4 Lahey Clinic Foundation 501(c)(3) Charlestown, MA
5 The Baruch College Fund 501(c)(3) New York, NY
6 Charles H Hood Foundation 501(c)(3) Manchesterbythesea, MA
7 The Russell Berrie Foundation 501(c)(3) Teaneck, NJ
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

Prime Buchholz and Associates competitors

Competitors to Prime Buchholz and Associates in the nonprofit sector include Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Segall Bryant and Hamill, The Segal Company, Cambridge Investment Research, Northwestern Mutual Investment Serv, Ameriprise Financial Services, Raymond James Financial Services, Minnesota Life Insurance Company, and Cambridge Investment Research Inc.

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