Excalibur Management Corp
● SEC registered since 1991CRD 110836SEC# 801-39935Waltham, MA
Reg. AUM
$712.1M
Employees
12
Accounts
872
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 $712.1 million in regulatory assets under management and employs 12 people.
Excalibur Management Corp owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ellen Marie Bruno Control | Chief Compliance Officer | Under 5% | 2022 |
| Marc Hamilton Ohler Control | Managing Director And Principal | 50-75% | 2015 |
| Michael William Delduchetto Control | President And Managing Director | 50-75% | 2015 |
Frequently asked questions
How much does Excalibur Management Corp manage?
Excalibur Management Corp reports $712.1 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
| Address | Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA 02451 |
| Phone | (617) 916-9669 |
| Fax | (617) 916-9554 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1009003 |
| Discloses disciplinary history | No |
Regulatory AUM
$712.1M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$712.1Mregulatory AUM
Discretionary $707.3MNon-discretionary $4.7M