ESHEL BOT

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JOSEPH MATOVU

    COOCRD 8209595

  • CEDRIC MUSISI

    Chief Executive OfficerCRD 8207688

Contacts

2 of 2
  • PRECIOUS MBABAZI

    Marketing LeaderCRD 8209593

  • JENIFFER NAZZIWA

    CRD 8209597

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth