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| Excalibur Management Corp
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|---|---|
| CRD # | 110836 |
| SEC # | 801-39935 |
| CIK # | 0001009003 |
| AUM | 712.1 M (2026-03-26) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 617-916-9669 |
| Address | Bay Colony Corporate Center Waltham, MA 02451 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Carlisle Companies Inc | 23.8 | ||
| Apple Inc | 14.9 | ||
| J P Morgan Chase & Co | 10.0 | ||
| Microsoft Corp | 9.5 | ||
| Johnson & Johnson | 9.1 | ||
| Merck & Co Inc | 6.2 | ||
| Alphabet Inc | 5.5 | ||
| Verizon Communications Inc | 5.2 | ||
| Facebook Inc | 4.6 | ||
| AT&T Inc | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 105.6 |
| (b) Individuals (high net worth individuals) | 131 | 553.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.9 |
| (h) Charitable organizations | 0 | 16.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 33.7 |
| (n) Other | 0 | 0.0 |
| Total | 872 | 712.1 |
| By Discretionary | ||
| Discretionary | 827 | 707.3 |
| Non-Discretionary | 45 | 4.7 |
| Total | 872 | 712.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 712.1 | |
| Total | 872 | 712.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001009003] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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