EXCALIBUR MANAGEMENT CORP
CRD #110836 SEC #801-39935 WALTHAM, MA (617) 916-9669
SEC Registered
Total AUM
$657M
Discretionary
$648.4M
Employees
12
Clients
51
Accounts
906
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $657M | $648.4M | $8.6M | 12 | 0 |
| Oct 2025 | $657M | $648.4M | $8.6M | 12 | 0 |
| Mar 2025 | $657M | $648.4M | $8.6M | 12 | 0 |
| Oct 2024 | $606.4M | $600.6M | $5.8M | 11 | 0 |
| Oct 2024 | $606.4M | $600.6M | $5.8M | 11 | 0 |
| Aug 2024 | $606.4M | $600.6M | $5.8M | 11 | 0 |
| May 2024 | $606.4M | $600.6M | $5.8M | 11 | 0 |
| May 2024 | $606.4M | $600.6M | $5.8M | 11 | 0 |
| May 2024 | $606.4M | $600.6M | $5.8M | 11 | 0 |
| Mar 2024 | $606.4M | $600.6M | $5.8M | 11 | 0 |
| Jul 2023 | $541M | $534.2M | $6.7M | 11 | 0 |
| Mar 2023 | $541M | $534.2M | $6.7M | 11 | 0 |
| Mar 2023 | $541M | $534.2M | $6.7M | 11 | 0 |
| Nov 2022 | $572M | $562.3M | $9.6M | 9 | 0 |
| Aug 2022 | $572M | $562.3M | $9.6M | 9 | 0 |
| Mar 2022 | $572M | $562.3M | $9.6M | 9 | 0 |
| Nov 2021 | $519M | $506M | $13M | 9 | 0 |
| Mar 2021 | $519M | $506M | $13M | 9 | 0 |
| Nov 2020 | $485.2M | $469.3M | $15.9M | 9 | 0 |
| Jun 2020 | $485.2M | $469.3M | $15.9M | 9 | 0 |
| Apr 2020 | $485.2M | $469.3M | $15.9M | 9 | 0 |
| Mar 2020 | $485.2M | $469.3M | $15.9M | 9 | 0 |
| Oct 2019 | $401.9M | $384.5M | $17.4M | 9 | 0 |
| Jun 2019 | $401.9M | $384.5M | $17.4M | 7 | 0 |
| Mar 2019 | $401.9M | $384.5M | $17.4M | 7 | 0 |
| Feb 2019 | $393.1M | $393.1M | $0 | 6 | 0 |
| Nov 2018 | $393.1M | $393.1M | $0 | 6 | 0 |
| Mar 2018 | $393.1M | $393.1M | $0 | 6 | 0 |
| Mar 2017 | $378.4M | $378.4M | $0 | 6 | 200 |
| Mar 2016 | $354.4M | $354.4M | $0 | 6 | 200 |
| Nov 2015 | $355.5M | $355.5M | $0 | 6 | 200 |
| Sep 2015 | $355.5M | $355.5M | $0 | 6 | 200 |
| Apr 2015 | $355.5M | $355.5M | $0 | 8 | 200 |
| Apr 2015 | $355.5M | $355.5M | $0 | 8 | 200 |
| Nov 2014 | $356.2M | $356.2M | $0 | 8 | 200 |
| Jun 2014 | $356.2M | $356.2M | $0 | 8 | 200 |
| Feb 2014 | $356.2M | $356.2M | $0 | 8 | 200 |
| May 2013 | $332.3M | $332.3M | $0 | 8 | 200 |
| Mar 2013 | $332.3M | $332.3M | $0 | 8 | 200 |
| Oct 2012 | $795.2M | $795.2M | $0 | 6 | 200 |
| Feb 2012 | $795.2M | $795.2M | $0 | 6 | 200 |
| Mar 2011 | $732.6M | $732.6M | $0 | 10 | -- |
| Feb 2011 | $732.6M | $732.6M | $0 | 10 | -- |
| Mar 2010 | $720.6M | $720.6M | $0 | 10 | -- |
| Mar 2008 | $747.8M | $747.8M | $0 | -- | -- |
| May 2007 | $683.9M | $683.9M | $0 | -- | -- |
| Mar 2006 | $623.2M | $623.2M | $0 | -- | -- |
| Apr 2004 | $565.5M | $565.5M | $0 | -- | -- |
| Nov 2003 | $534.6M | $534.6M | $0 | -- | -- |
| May 2002 | $465.6M | $465.6M | $0 | -- | -- |
| Jul 2001 | $646.5M | $447.9M | $198.6M | -- | -- |
DateDec 2025
Total AUM$657M
Discretionary$648.4M
Non-Disc.$8.6M
Employees12
Clients0
DateOct 2025
Total AUM$657M
Discretionary$648.4M
Non-Disc.$8.6M
Employees12
Clients0
DateMar 2025
Total AUM$657M
Discretionary$648.4M
Non-Disc.$8.6M
Employees12
Clients0
DateOct 2024
Total AUM$606.4M
Discretionary$600.6M
Non-Disc.$5.8M
Employees11
Clients0
DateOct 2024
Total AUM$606.4M
Discretionary$600.6M
Non-Disc.$5.8M
Employees11
Clients0
DateAug 2024
Total AUM$606.4M
Discretionary$600.6M
Non-Disc.$5.8M
Employees11
Clients0
DateMay 2024
Total AUM$606.4M
Discretionary$600.6M
Non-Disc.$5.8M
Employees11
Clients0
DateMay 2024
Total AUM$606.4M
Discretionary$600.6M
Non-Disc.$5.8M
Employees11
Clients0
DateMay 2024
Total AUM$606.4M
Discretionary$600.6M
Non-Disc.$5.8M
Employees11
Clients0
DateMar 2024
Total AUM$606.4M
Discretionary$600.6M
Non-Disc.$5.8M
Employees11
Clients0
DateJul 2023
Total AUM$541M
Discretionary$534.2M
Non-Disc.$6.7M
Employees11
Clients0
DateMar 2023
Total AUM$541M
Discretionary$534.2M
Non-Disc.$6.7M
Employees11
Clients0
DateMar 2023
Total AUM$541M
Discretionary$534.2M
Non-Disc.$6.7M
Employees11
Clients0
DateNov 2022
Total AUM$572M
Discretionary$562.3M
Non-Disc.$9.6M
Employees9
Clients0
DateAug 2022
Total AUM$572M
Discretionary$562.3M
Non-Disc.$9.6M
Employees9
Clients0
DateMar 2022
Total AUM$572M
Discretionary$562.3M
Non-Disc.$9.6M
Employees9
Clients0
DateNov 2021
Total AUM$519M
Discretionary$506M
Non-Disc.$13M
Employees9
Clients0
DateMar 2021
Total AUM$519M
Discretionary$506M
Non-Disc.$13M
Employees9
Clients0
DateNov 2020
Total AUM$485.2M
Discretionary$469.3M
Non-Disc.$15.9M
Employees9
Clients0
DateJun 2020
Total AUM$485.2M
Discretionary$469.3M
Non-Disc.$15.9M
Employees9
Clients0
DateApr 2020
Total AUM$485.2M
Discretionary$469.3M
Non-Disc.$15.9M
Employees9
Clients0
DateMar 2020
Total AUM$485.2M
Discretionary$469.3M
Non-Disc.$15.9M
Employees9
Clients0
DateOct 2019
Total AUM$401.9M
Discretionary$384.5M
Non-Disc.$17.4M
Employees9
Clients0
DateJun 2019
Total AUM$401.9M
Discretionary$384.5M
Non-Disc.$17.4M
Employees7
Clients0
DateMar 2019
Total AUM$401.9M
Discretionary$384.5M
Non-Disc.$17.4M
Employees7
Clients0
DateFeb 2019
Total AUM$393.1M
Discretionary$393.1M
Non-Disc.$0
Employees6
Clients0
DateNov 2018
Total AUM$393.1M
Discretionary$393.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$393.1M
Discretionary$393.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$378.4M
Discretionary$378.4M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$354.4M
Discretionary$354.4M
Non-Disc.$0
Employees6
Clients200
DateNov 2015
Total AUM$355.5M
Discretionary$355.5M
Non-Disc.$0
Employees6
Clients200
DateSep 2015
Total AUM$355.5M
Discretionary$355.5M
Non-Disc.$0
Employees6
Clients200
DateApr 2015
Total AUM$355.5M
Discretionary$355.5M
Non-Disc.$0
Employees8
Clients200
DateApr 2015
Total AUM$355.5M
Discretionary$355.5M
Non-Disc.$0
Employees8
Clients200
DateNov 2014
Total AUM$356.2M
Discretionary$356.2M
Non-Disc.$0
Employees8
Clients200
DateJun 2014
Total AUM$356.2M
Discretionary$356.2M
Non-Disc.$0
Employees8
Clients200
DateFeb 2014
Total AUM$356.2M
Discretionary$356.2M
Non-Disc.$0
Employees8
Clients200
DateMay 2013
Total AUM$332.3M
Discretionary$332.3M
Non-Disc.$0
Employees8
Clients200
DateMar 2013
Total AUM$332.3M
Discretionary$332.3M
Non-Disc.$0
Employees8
Clients200
DateOct 2012
Total AUM$795.2M
Discretionary$795.2M
Non-Disc.$0
Employees6
Clients200
DateFeb 2012
Total AUM$795.2M
Discretionary$795.2M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$732.6M
Discretionary$732.6M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$732.6M
Discretionary$732.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$720.6M
Discretionary$720.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$747.8M
Discretionary$747.8M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$683.9M
Discretionary$683.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$623.2M
Discretionary$623.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$565.5M
Discretionary$565.5M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$534.6M
Discretionary$534.6M
Non-Disc.$0
Employees--
Clients--
DateMay 2002
Total AUM$465.6M
Discretionary$465.6M
Non-Disc.$0
Employees--
Clients--
DateJul 2001
Total AUM$646.5M
Discretionary$447.9M
Non-Disc.$198.6M
Employees--
Clients--