SHI SANCHEZ CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 342381
- Registered since
- April 24, 2026
Firm profile
FINTRXOverview
SHI Sanchez Capital Management LLC is a limited liability company that registered with the SEC in 2026. The firm is organized as a domestic entity and is not classified under a specific advisor category in the available data. It does not present itself as a capital allocator, is not identified as an active ESG investor, and is not a multi-state adviser. Public data shows the firm acts in sponsor and general partner roles and serves as managing member for pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 4695 MacArthur Ct
- Time zone
- PT (UTC-8)
- Office locations
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