# SHI Sanchez Capital Management LLC

> 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.

- CRD: 342381
- Filed as: SHI SANCHEZ CAPITAL MANAGEMENT LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342381
- AdvisorCensus page: https://advisorcensus.com/firm/shi-sanchez-capital-management-llc-newport-beach-ca-342381

## Quick answers

**Where is SHI Sanchez Capital Management LLC located?**
SHI Sanchez Capital Management LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**How does SHI Sanchez Capital Management LLC report to regulators?**
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.

**Does SHI Sanchez Capital Management LLC report any disciplinary disclosures?**
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

**What changed in SHI Sanchez Capital Management LLC's recent Form ADV filings?**
In the May 2026 filing data: Began filing reports as an exempt reporting adviser.

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### May 2026
- Began filing reports as an exempt reporting adviser.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SHI Sanchez Capital Management LLC (CRD 342381): Form ADV filing data as of October 2026.