Eshel Bot
Firm details
- Headquarters
- Burlington, Massachusetts
- CRD number
- 340187
- Registered since
- February 5, 2026
- Website
- eshelspring.com
- Fee structure
- Subscription Fees
- Services
- Portfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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