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 colleges, universities, and professional schools, hospitals, elementary and secondary schools, other schools and instruction, promoters of performing arts, sports, and similar events, religious organizations, and grantmaking foundations with revenues ranging from $8.1 million to $366 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 | Suffolk University | 501(c)(3) | Boston, MA | ||
| 5 | The Boston Foundation (TBF) | 501(c)(3) | Boston, MA | ||
| 6 | Jewish Community Foundation of Greater Metrowest NJ (JCF) | 501(c)(3) | Whippany, NJ | ||
| 7 | Horace Mann School | 501(c)(3) | Bronx, NY | ||
| 8 | Nellie Mae Education Foundation | 501(c)(3) | Quincy, MA | ||
| 9 | The Baruch College Fund | 501(c)(3) | New York, NY | ||
| 10 | Russell Berrie Foundation | 501(c)(3) | Teaneck, NJ | ||
| ... | and 31 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 Dimeo Schneider, Ascensus, Newport Group, Inc., Newport Trust Company, M&T Bank, Sei Investments, Vanguard Group, Inc., Bank Of New York Mellon, Income Research and Management, and RBC Wealth Management.
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