SourcingSourcing

ESHEL SPRING LLC

C23
CRD 340187·SEC 801-135276·BURLINGTON, MA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ESHEL SPRING LLC
CRD
340187
SEC file #
801-135276
EIN
—
DBA names
Eshel Bot

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
—
Primary office
BURLINGTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsMarket timing services
Fee basis
Subscription fees

Filings

Latest ADV filing
01/14/2026
ADV-W filed at
—
Website
eshelspring.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MATOVU, JOSEPH
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MATOVU, JOSEPH
MBABAZI, PRECIOUS, CHARLINE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ESHELSPRING.COM
Rdap Domain Creation Date
2024-06-10T16:49:36Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
Dynadot Inc

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4355
Soi Zip Pct 200k Plus
0.1862
Soi Zip Returns 200k Plus
2,540
Soi Zip Total AGI
1,785,293
Fdic Zip Total Deposits
48,295,104,000
Fdic Zip Branch Count
527
Fdic Zip Top Banks
Bank of America, National Association
Cambridge Savings Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Cambridge Savings BankBurlington, MA
Northern Bank & Trust CompanyBurlington, MA
Fdic Zip HHI
1145.13
Fdic Zip Top Bank Share Pct
28.68
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-10T16:49:36Z
Rdap Domain Last Changed
2025-05-26T19:20:23Z
Rdap Nameservers
Ns1.crystalwebhosting.comNs2.crystalwebhosting.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI29,513
Returns2,750
Stub 2
AGI68,036
Returns1,810
Stub 3
AGI107,041
Returns1,720
Soi Zip Total Business Income
48,158
Soi Zip Total Cap Gains
73,698
Soi Zip Total Dividends
31,074
Soi Zip Total Returns
13,640
Top Owner CRD
8209595
Trust Company Affiliate
No

People (4)

4
MATOVU, JOSEPH
Direct Owner · 37.5%
8209595
MBABAZI, PRECIOUS, CHARLINE
Direct Owner · 37.5%
8209593
MUSISI, CEDRIC
Direct Owner · 37.5%
8207688
NAZZIWA, JENIFFER
Direct Owner · 37.5%
8209597