{
  "crd_number": 319128,
  "slug": "grant-tani-barash-and-altman-llc-beverly-hills-ca-319128",
  "primary_business_name": "GRANT TANI BARASH & ALTMAN, LLC",
  "legal_name": "GRANT TANI BARASH & ALTMAN, LLC",
  "dbas": [],
  "city": "Beverly Hills",
  "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": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-01-03",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-05-06",
  "carried_forward": false,
  "raum_total": 2280463766.0,
  "raum_discretionary": 2038466358.0,
  "raum_non_discretionary": 241997408.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 89,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 16912221.0,
      "count": 45
    },
    "high_net_worth_individuals": {
      "raum": 2232688646.0,
      "count": 172
    },
    "corporations_other_businesses": {
      "raum": 30862899.0,
      "count": 9
    }
  },
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 7,
  "states_registered": [
    "CA",
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319128",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "BEVERLY HILLS",
  "url": "https://advisorcensus.com/firm/grant-tani-barash-and-altman-llc-beverly-hills-ca-319128",
  "display_name": "Grant Tani Barash & Altman, LLC",
  "summary": "Grant Tani Barash & Altman, LLC is an SEC-registered investment advisory firm in Beverly Hills, CA, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 6, 2026.",
  "citation": "AdvisorCensus. Grant Tani Barash & Altman, LLC (CRD 319128): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Grant Tani Barash & Altman, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Grant Tani Barash & Altman, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Grant Tani Barash & Altman, LLC located?",
      "a": "Grant Tani Barash & Altman, LLC's principal office is in Beverly Hills, CA, according to its Form ADV."
    },
    {
      "q": "Is Grant Tani Barash & Altman, LLC registered with the SEC or a state?",
      "a": "Grant Tani Barash & Altman, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 319128."
    },
    {
      "q": "How much does Grant Tani Barash & Altman, LLC manage?",
      "a": "Grant Tani Barash & Altman, LLC reports $2,280,463,766 in regulatory assets under management in its Form ADV filing dated May 6, 2026 (89% discretionary)."
    },
    {
      "q": "How have Grant Tani Barash & Altman, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Grant Tani Barash & Altman, LLC: Regulatory assets under management: $1,584,401,800 in the October 2023 data and $2,280,463,766 in the October 2026 data, up 44%. Total employees: 76 in October 2023 and 89 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Grant Tani Barash & Altman, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (172); individuals (other than high net worth individuals) (45); corporations or other businesses not listed above (9)."
    },
    {
      "q": "Does Grant Tani Barash & Altman, LLC report any disciplinary disclosures?",
      "a": "Reports 7 disclosure items on Form ADV Item 11: yes answers to 7 questions about regulatory matters (11.C(2), 11.C(4), 11.C(5), 11.D(2), 11.D(4), 11.D(5), 11.E(2)). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319128"
    },
    {
      "q": "What changed in Grant Tani Barash & Altman, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $1,779,607,579 to $2,280,463,766 (+28%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1584401800.0,
      "total_employees": 76,
      "filing_date": "2023-07-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1711374494.0,
      "total_employees": 86,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1779607579.0,
      "total_employees": 89,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2280463766.0,
      "total_employees": 89,
      "filing_date": "2026-05-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7.",
        "Regulatory assets under management went from $1,779,607,579 to $2,280,463,766 (+28%)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in FL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/grant-tani-barash-and-altman-llc-beverly-hills-ca-319128.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 45,
      "fewer_than_5": false,
      "raum": 16912221.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 172,
      "fewer_than_5": false,
      "raum": 2232688646.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 30862899.0
    }
  ],
  "disclosure_line": "Reports 7 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "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/319128",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}