Client Spotlight Case Study: Prime Buchholz

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About Prime Buchholz

Prime Buchholz is an institutional investment consultant, advising on approximately $73 billion in assets and serving as an investment partner to over 250 clients. Prime Buchholz is a pioneer in the world of alternative-investments advising, specializing in a wide range of asset classes, including hedge funds, private equity, and real assets. With its main office in Portsmouth, New Hampshire, and additional offices in Boston and Atlanta, Prime Buchholz serves a diverse client base, including nonprofits, retirement plans, and private wealth.

This information is up to date as of August 2023. As such, any data points referenced within the case study are as of that date.

 

Challenge

Historically, Prime Buchholz faced challenges in managing alternatives data, such as irregular data availability and labor-intensive data extraction processes. A vast amount of data poured in from each of its investment strategies, arriving at different times and in disparate formats, which compounded the complexity of its operational processes.

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Interested in hearing more from Dan about his experience with Canoe Intelligence and Venn by Two Sigma? Visit our Canoe Client Spotlight Webinar page, featuring the recording and transcript from our webinar with Dan, recorded July 20, 2023.

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