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Excalibur Management Corp

● SEC registered since 1991CRD 110836SEC# 801-39935Waltham, MA
Export (members)
Reg. AUM
$657M
Employees
12
Accounts
906
Location
Waltham, MA

Excalibur Management Corp assets under management

Excalibur Management Corp is an SEC-registered investment adviser based in Waltham, MA. The firm has been registered since 1991. It reports $657 million in regulatory assets under management and employs 12 people.
www.excalmgmt.comView on SEC.gov ↗

Excalibur Management Corp owners & executives

3 reported
NameTitleOwnershipSince
Ellen Marie Bruno ControlChief Compliance OfficerUnder 5%2022
Marc Hamilton Ohler ControlManaging Director And Principal50-75%2015
Michael William Delduchetto ControlPresident And Managing Director50-75%2015

Frequently asked questions

How much does Excalibur Management Corp manage?

Excalibur Management Corp reports $657 million in regulatory assets under management on its Form ADV.

How many employees does Excalibur Management Corp have?

Excalibur Management Corp reports 12 employees.

Where is Excalibur Management Corp located?

Excalibur Management Corp is based in Waltham, MA and has been SEC-registered since 1991.

Does Excalibur Management Corp disclose fund performance?

Excalibur Management Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressBay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA 02451
Phone(617) 916-9669
Fax(617) 916-9554
Office hours8:30 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1009003
Discloses disciplinary historyNo

Assets under management

Discretionary$648.4M
Non-discretionary$8.6M
Total (RAUM)$657M