Managing Director and Principal · Excalibur Management Corp
Marc H. Ohler
CRD 4318901 · Named on Form ADV at one SEC-registered adviser
At a glance
Excalibur Management Corp, an SEC-registered wealth manager based in Waltham, MA with $712 million in regulatory assets, lists Marc H. Ohler on its Form ADV as Managing Director and Principal, a control person.
Firms and roles
- Excalibur Management CorpManaging Director and PrincipalWealth manager · Waltham, MA · $712M in regulatory assets
AtlasMembers
Marc’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael W. DelduchettoPresident and Managing Director, Excalibur Management Corp
- Ellen M. BrunoChief Compliance Officer, Excalibur Management Corp
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marc’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.