{
  "crd_number": 342381,
  "slug": "shi-sanchez-capital-management-llc-newport-beach-ca-342381",
  "primary_business_name": "SHI SANCHEZ CAPITAL MANAGEMENT LLC",
  "legal_name": "SHI SANCHEZ CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Newport Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2026-04-24",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-05-05",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342381",
  "city_as_filed": "NEWPORT BEACH",
  "url": "https://advisorcensus.com/firm/shi-sanchez-capital-management-llc-newport-beach-ca-342381",
  "display_name": "SHI Sanchez Capital Management LLC",
  "summary": "SHI Sanchez Capital Management LLC is an exempt reporting adviser in Newport Beach, CA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. SHI Sanchez Capital Management LLC (CRD 342381): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is SHI Sanchez Capital Management LLC located?",
      "a": "SHI Sanchez Capital Management LLC's principal office is in Newport Beach, CA, according to its Form ADV."
    },
    {
      "q": "How does SHI Sanchez Capital Management LLC report to regulators?",
      "a": "SHI Sanchez Capital Management LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 342381."
    },
    {
      "q": "Does SHI Sanchez Capital Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342381"
    },
    {
      "q": "What changed in SHI Sanchez Capital Management LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Began filing reports as an exempt reporting adviser."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Began filing reports as an exempt reporting adviser."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/shi-sanchez-capital-management-llc-newport-beach-ca-342381.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": false,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/342381",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}