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, economic development corporations and economic program organizations, and grantmaking foundations with revenues ranging from $8.3 million to $287 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 | 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 | Amelia Peabody Foundation | 501(c)(3) | Topsfield, MA | ||
| 6 | The Baruch College Fund | 501(c)(3) | New York, NY | ||
| 7 | Charles H Hood Foundation | 501(c)(3) | Manchester, MA | ||
| 8 | The Russell Berrie Foundation | 501(c)(3) | Teaneck, NJ | ||
| 9 | MetroWest Health Foundation | 501(c)(3) | Framingham, MA | ||
| 10 | Robert Sterling Clark Foundation | 501(c)(3) | New York, NY | ||
| ... | and 22 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 Cambridge Associates, Matrix Trust Company, Marquette and Associates, Pensionmark Financial Group LLC, Fidelity, Alerus Financial, N.a., Kestra Advisory Services LLC, Raymond James and Associates, Leafhouse Financial Advisors, LLC, and Ubs.
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