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 recently formed limited liability company operating as an independent registered investment adviser. The firm is listed as SEC-registered in 2026 and is owned by an individual proprietor. Its advisory focus is narrow: portfolio management for individuals and small businesses, together with market timing services. Eshel Bot charges clients via a subscription-fee structure rather than traditional asset-based or performance fees. The firm is not identified as a capital allocator, does not position itself as an active ESG investor, and is not designated as a multi-state adviser. It also does not present itself as a pension consultant or a related adviser to another registered entity.

Assets & Accounts

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

3 of 3
  • Cedric Musisi

    Chief Executive OfficerCRD 8207688

  • Joseph Matovu

    COOCRD 8209595

  • Jeniffer Nazziwa

    CFOCRD 8209597

Contacts

1 of 1
  • Precious Mbabazi

    Marketing LeaderCRD 8209593

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth