Excalibur Management Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Waltham, MA. Its latest Form ADV filing, dated March 26, 2026, reports $712M in regulatory assets under management, 12 employees, 4 offices, and 872 accounts.
Assets Under Management
$712M
Employees
12
Offices
4 offices
Total Clients
307
Primary office
WALTHAM, MA
BAY COLONY CORPORATE CENTER, 950 WINTER STREET NORTH, SUITE 4100, WALTHAM, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.3% of total clients.
Top client categories% of clientsClients
1
Individuals
57.3%
176
2
HNWI
42.7%
131
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$712Mas of March 26, 2026
Discretionary99.3%
$707M
99% of total RAUM99.3%
Non-discretionary0.7%
$5M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$712M
Total Accounts872
10Y AUM Change+$334M (+88.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee26:1
10Y Employee Change+6 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.