Buyer's Guide
Prime, Buchholz & Associates, Inc.
Business Model/TypeImplemented consulting
i.e. consulting firm that also has discretion over some assets.
| Year entered into OCIO business | 2011 |
| Number of relationship managers/sales people | 18 |
| Number of portfolio managers | 0 |
| OCIO percentage of total firm revenue | 0% |
| AUM full discretion | $507M |
| Number of full discretionary clients | 8 |
Discretionary assets by fund type
| Defined Benefit | $0 |
| 401(k), 403(b), other DC | $0 |
| Endowments/Foundations | $507M |
| Health Care Pools* | $0 |
| Other | $0 |
| *Board designated, funded depreciation. | |