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, and grantmaking foundations with revenues ranging from $8.4 million to $296 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 | The Boston Foundation (TBF) | 501(c)(3) | Boston, MA | ||
| 3 | Lahey Clinic Foundation | 501(c)(3) | Charlestown, MA | ||
| 4 | Amelia Peabody Foundation | 501(c)(3) | Topsfield, MA | ||
| 5 | Charles H Hood Foundation | 501(c)(3) | Manchester, MA | ||
| 6 | The Baruch College Fund | 501(c)(3) | New York, NY | ||
| 7 | The Russell Berrie Foundation | 501(c)(3) | Teaneck, NJ | ||
| 8 | MetroWest Health Foundation | 501(c)(3) | Framingham, MA | ||
| 9 | Robert Sterling Clark Foundation | 501(c)(3) | New York, NY | ||
| 10 | Mount Sinai Morningside and Mount Sinai West | 501(c)(3) | New York, NY | ||
| ... | and 21 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 Newport Trust Company, Vanguard Group, Inc., Morgan Stanley Smith Barney LLC, Bank Of New York Mellon, M&T Bank, Planpilot, LLC, Pension Assurance LLP, Ubs Financial Services Inc, Newport Group, Inc., and Raymond James and Associates, Inc..
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