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Newton, Massachusetts
$485.2 million AUM
3 offices

Excalibur Management Corp is based in Newton, Massachusetts and has $485.2 million in assets under management.

Location
Three Newton Executive Park
2223 Washington Street, Suite 202
Newton, MA 02462
$485.2 million
AUM
9
Employees
AUM Share
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$485,212,000
Assets under management
768 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 143 $52,729,000 11% $368,734
High net worth individuals 131 $390,269,000 80% $2,979,153
Pension and profit sharing plans Fewer than 5 clients $3,341,000
Charitable organizations Fewer than 5 clients $14,863,000
Other corporations or businesses Fewer than 5 clients $24,010,000
Employees Share
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9
Employees
7
Investment analysts
78% of total employees
AUM per employee Share
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$485,212,000
Assets under management
$53,912,444
AUM per employee
$69,316,000
AUM per investment analyst
About Share
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Compensation

Excalibur Management Corp makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Excalibur Management Corp provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Business activities
  • Insurance broker or agent
  • Accounting firm
Firm data Share
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CRD number 110,836
SEC number 801-39935
Legal structure Corporation
Legal governance Massachusetts, United States
Latest ADV filing date April 02, 2020

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