Excalibur Management is an investment advisor in Newton with $571.99 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
43125731
SEC advisor number
801-39935
FINRA CRD number
110836
AUM ?
$606.40 mm
(as of 26 Mar 24)
Accounts
827
(as of 26 Mar 24)
Employees
11
(8 investment advisory or research)
Address
Excalibur Management
2223 WASHINGTON STREET
SUITE 202
NEWTON
MA 02462
2223 WASHINGTON STREET
SUITE 202
NEWTON
MA 02462
Phone
6179169669
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21