# PRIME BUCHHOLZ LLC

PRIME BUCHHOLZ LLC of PORTSMOUTH, NH is an SEC-registered investment adviser.

## Registration

- CRD: 106455
- Type: SEC-registered investment adviser
- SEC file number: 801-37429
- Location: 273 CORPORATE DRIVE, SUITE 250, PORTSMOUTH, NH, 03801
- Phone: 603-433-1143
- Latest filing: 2026-03-27
- Regulatory AUM: $14.1B
- Discretionary AUM: $5.5B
- Non-discretionary AUM: $8.5B
- Clients: 127
- Accounts: 85

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: High net worth, Pensions, Charities, Other

## Officers, owners & control persons (38)

_Showing 25 of 38 people._

| Name | Role | Location |
| --- | --- | --- |
| Gregory Charles Desisto | SENIOR CONSULTANT | Portsmouth, NH |
| William Francis Mccarron | PRESIDENT, MANAGER | Portsmouth, NH |
| Gregory Charles Johnson | MANAGER; VICE PRESIDENT, MANAGER | Portsmouth, NH |
| Christopher M Regan | CHIEF OPERATING OFFICER | — |
| Karen A Vasquez | CHIEF INFORMATION AND TECHNOLOGY OFFICER | — |
| Jeffrey X Brown | CHIEF FINANCIAL OFFICER | — |
| Pamela Hope Hochstadt | SENIOR DIRECTOR - RESEARCH, MANAGER | — |
| Ryan Thomas Oquinn | SENIOR CONSULTANT, MANAGER | — |
| Daniel Michael Ricci | HEAD OF INFORMATION SYSTEMS, MANAGER | — |
| Brian J Vandelinder | CHIEF COMPLIANCE OFFICER | — |
| Marcia S Kovalik | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGER | — |
| PRIME JON LEE | CHIEF EXECUTIVE OFFICER | — |
| MCCARRON WILLIAM FRANCIS | PRESIDENT; PRESIDENT, MANAGER; PRESIDENT, PRINCIPAL, MANAGER | — |
| RAUCCI MARSHALL | PRINCIPAL | — |
| RIORDAN EBEN MATTHEW | PRINCIPAL | — |
| DESISTO GREGORY CHARLES | MANAGER; PRINCIPAL; PRINCIPAL, MANAGER (+2 more) | — |
| JOHNSON GREGORY CHARLES | MANAGER; PRINCIPAL; PRINCIPAL, MANAGER | — |
| HIERONYMUS RAMELLE M | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| KOVALIK MARCIA S | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, MANAGER; CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, PRINCIPAL, MANAGER | — |
| CROTEAU GARNET ROBERT | PRINCIPAL; PRINCIPAL, MANAGER, TREASURER; TREASURER | — |
| SWEENEY CHRISTOPHER JOHN | CHIEF OPERATING OFFICER | — |
| REGAN ROBERT M | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, PRINCIPAL | — |
| BUCHHOLZ JAMES R | PRINCIPAL | — |
| BOUMAN WILLIAM JUNIOR | TREASURER | — |
| DESISTO GREGORY | ASSISTANT TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106455/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106455/similar
- Related entities: https://search.stillhousedata.com/firm/106455/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106455

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.