RIA Intel›Advisers›Massachusetts›EXCALIBUR MANAGEMENT CORP

EXCALIBUR MANAGEMENT CORP

Advisory

N·WALTHAM, MA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$712M

1-Year AUM Growth

+12.1%

3-Year CAGR

+5.4%

Employees

7

Assets Under Management

Total AUM$712M

Discretionary AUM$707M

Non-Discretionary AUM$5M

Discretionary %99.3%

Total Clients312

Team

Total Employees7

Investment Advisers12

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record54

First FilingJul 26, 2001

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 54 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EXCALIBUR MANAGEMENT CORP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.