ESHEL BOT
Firm details
- Headquarters
- BURLINGTON, Massachusetts
- CRD number
- 340187
- Registered since
- February 5, 2026
- Fee structure
- Subscription Fees
- Services
- Portfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
Eshel Bot is a limited liability company that registered with the SEC in 2026 and is described as a newly formed advisory firm owned by an individual. The firm’s stated advisory activities focus on portfolio management for individuals and small businesses and on providing market-timing services. It operates under a subscription-fee model rather than a percentage-of-assets or commission schedule. Regulatory and operational details in the record mark the adviser as unclassified, not a multi-state adviser, not a capital allocator, and not an active ESG investor. It is also not listed as a pension consultant or as a related adviser to another firm.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JOSEPH MATOVU
COOCRD 8209595
CEDRIC MUSISI
Chief Executive OfficerCRD 8207688
Contacts
2 of 2PRECIOUS MBABAZI
Marketing LeaderCRD 8209593
JENIFFER NAZZIWA
CRD 8209597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BURLINGTON, MA
MIDDLESEX
Location
BURLINGTON, MA
Headquartered in BURLINGTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 100 Summit Dr
- Time zone
- ET (UTC-5)
- Office locations
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