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1050 30th St. NW
Washington, DC 20007
(202) 719-1726
[email protected]

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1050 30th St. NW
Washington, DC 20007

(202) 719-1726
[email protected]

Home
About
Services
Client
Contact

Home
About
Services
Client
Contact

Legal Structure & Registration Information SHB Advisors
(“SHB Advisors” or “SHB”) is a limited liability company organized in the U.S. state of Delaware. SHB Advisors is a foreign qualified limited liability company in the District of Columbia and New York. The principal office of SHB Advisors is located in Washington, D.C. SHB Advisors is an investment advisor (“IA”) registered with the District of Columbia Department of Insurance, Securities and Banking and a commodity trading advisor (“CTA”) registered with the Commodity Futures Trading Commission (“CFTC”) and a member of the National Futures Association (“NFA”). The CRD# of SHB Advisors is 170529, and the NFA ID of SHB Advisors is 0508999. Samir H. Bhatt (“Mr. Bhatt”) is the Managing Director and sole owner of SHB Advisors. Mr. Bhatt’s CRD# is 2961708 and his NFA ID is 0509178. Such registrations and membership do not imply a certain level of skill or training. IAPD: https://www.adviserinfo.sec.gov/Firm/170529 BASIC: https://www.nfa.futures.org/basicnet/Details.aspx?entityid=5eL5GQupbeE%3d&rn=Y

Disclaimer
This confidential presentation contains general information about SHB Advisors and its advisory services, and is being provided to you on a confidential basis for informational and discussion purposes only. The information provided herein does not constitute investment advice and is not a solicitation to buy or sell securities. This presentation does not constitute an offer to sell nor a solicitation of an offer to purchase interests of any current or future account or fund managed by SHB Advisors, nor does it constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. The creation of a managed account or offers and sales in any investment vehicles managed by SHB Advisors will be made only pursuant to an advisory agreement and/or confidential private placement memorandum (as applicable), which describes risks related to an investment therein and which qualifies in its entirety the information contained in this presentation. This presentation is qualified in its entirety by reference to such documentation. Such documents, including the risk factors and potential conflicts of interest described therein, and other governing documents should be read in their entirety and carefully prior to investment. The presentation is intended exclusively for the use of the person(s) to whom it was delivered by SHB Advisors. The presentation may not be reproduced or redistributed in whole or in part. SHB Advisors disclaims any obligation to update this presentation to reflect subsequent developments. Each person accepting the presentation thereby agrees to return or destroy it promptly upon request.
This presentation may contain certain statements deemed to be forward-looking statements. All statements, other than historical facts, contained within this document that address activities, events or developments that SHB Advisors expects, believes or anticipates will or may occur in the future are forward-looking statements. These statements are based on certain assumptions and analyses made by SHB Advisors in light of its experience and perception of historical trends, current conditions, expected future developments and other factors it believes are appropriate in the circumstances. Such statements are subject to a number of assumptions, risks and uncertainties, many of which are beyond SHB Advisors’s control. Please note that any such statements are not guarantees of any future performance, and that actual results or developments may differ materially from those projected in the forward-looking statements. No reliance should be placed on any such statements or forecasts when making any investment decision. There can be no guarantee that investment objectives will be achieved. An investment with SHB Advisors is speculative and involves a high degree of risk. A client can lose all, a significant portion, or some amount of its investment. Performance is subject to volatility. Past performance is not indicative of future results. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. In addition, fees and expenses may offset profits.

© 2025, SHB Advisors. All Rights Reserved.

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