EXCALIBUR PARTNERS, LLC
CRD #139038 SEC #801-66196 DELRAY BEACH, FL 561-499-8489
SEC Registered
Total AUM
$50M
Discretionary
$50M
Employees
5
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 1, 2006
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DIMATTEO, BERNARD | I | MEMBER | D | Control |
| DIMATTEO, BERNARD | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| ROBERTS, STEVEN, ANDREW | I | MANAGING MEMBER | D | Control |
| ROBERTS, STEVEN, ANDREW | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Feb 1, 2006 REGISTERED
Notice Filings (1)
FL
Address
16260 VIA VENETIA EASTDELRAY BEACH, FL 33484
USA
Phone: 561-499-8489