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Head of Information Systems, Manager · Prime Buchholz LLC

Daniel M. Ricci

CRD 5371422 · Named on Form ADV at one SEC-registered adviser

At a glance

Prime Buchholz LLC, an SEC-registered asset manager based in Portsmouth, NH with $14.1 billion in regulatory assets, lists Daniel M. Ricci on its Form ADV as Head of Information Systems, Manager, a control person.

Firms and roles

  • Prime Buchholz LLCHead of Information Systems, ManagerAsset manager · Portsmouth, NH · $14B in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.