EXCALIBUR MANAGEMENT CORP
SEC Form ADV profile.
Total regulatory AUM
$712,076,143
Discretionary
$707,341,597
Non-discretionary
$4,734,546
Firm details
- CRD number
- 110836
- SEC file number
- 801-39935
- Main office
- WALTHAM, MA, United States
- Employees
- 12
- SEC status
- Approved
- Website
- https://www.excalmgmt.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.