2018 Outsourced-Chief Investment Officer Survey

Buyer's Guide


Prime Buchholz LLC.

































Business Model/TypeImplemented consulting













































ie. we are a 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
OCIO percentage of total firm revenue
AUM full discretion $375M
Number of full discretionary clients 8




























































Discretionary assets by fund type






























Defined Benefit $0
401(k), 403(b), other DC $0
Endowments/Foundations $375 million
Health Care Pools* $0
Other $0
*Board designated, funded depreciation.































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