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Eshel Bot

Flat / fixed fees in Burlington, MA

SEC registeredNo commissions reported

Call (781) 518-8660Send a messageMap ↗

Public-record details

Address
100 Summit Drive, Burlington, MA 01803
Phone
(781) 518-8660
Listed under
Flat / fixed fees
Legal name
Eshel Spring LLC
CRD number
340187
Registration
SEC registered since 2026-02-05
Compensation (Form ADV 5.E)
Subscription fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Clients reported (Form ADV 5.D)
Fewer than 5
Employees
7
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-01-14

SEC registered investment adviser, CRD 340187, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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