Baylight Capital, LLC

Baylight Capital, LLC (CRD# 133385) is a financial advisory firm headquartered in San Bruno, CA. They manage $15,000,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $5,000,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Baylight Capital, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Joseph A. Shiran
CRD#: 4879448
Mountain View, CA
93
Wealthminder
score

Joseph Shiran (CRD# 4879448) is an Investment Advisor Representative working at Baylight Capital, LLC in Mountain View, CA and has over 12 years of experience in the finance industry.

2
Oren Shiran
CRD#: 4879447
Mountain View, CA
93
Wealthminder
score

Oren Shiran (CRD# 4879447) is an Investment Advisor Representative working at Baylight Capital, LLC in Mountain View, CA and has over 12 years of experience in the finance industry.

3
Seavan Sternheim
CRD#: 5512385
1250 Bayhill Drive, Suite 111, San Bruno, CA 94066
93
Wealthminder
score

Seavan Sternheim (CRD# 5512385) is an Investment Advisor Representative working at Baylight Capital, LLC in San Bruno, CA and has over 8 years of experience in the finance industry.

4
Stefan T. Tang
CRD#: 4926225
Mountain View, CA
93
Wealthminder
score

Stefan Tang (CRD# 4926225) is an Investment Advisor Representative working at Baylight Capital, LLC in Mountain View, CA and has over 13 years of experience in the finance industry.

5
Philip N. Summe
CRD#: 2632178
1250 Bayhill Drive, Suite 111, San Bruno, CA 94066
89
Wealthminder
score

Philip Summe (CRD# 2632178) is an Investment Advisor Representative working at Baylight Capital, LLC in San Bruno, CA and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.