# Grant Tani Barash & Altman, LLC

> 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.

- CRD: 319128
- Filed as: GRANT TANI BARASH & ALTMAN, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beverly Hills, CA
- Filing period: October 2026
- Form ADV filing dated: May 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319128
- AdvisorCensus page: https://advisorcensus.com/firm/grant-tani-barash-and-altman-llc-beverly-hills-ca-319128

## Quick answers

**How is Grant Tani Barash & Altman, LLC compensated?**
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.

**Where is Grant Tani Barash & Altman, LLC located?**
Grant Tani Barash & Altman, LLC's principal office is in Beverly Hills, CA, according to its Form ADV.

**Is Grant Tani Barash & Altman, LLC registered with the SEC or a state?**
Grant Tani Barash & Altman, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 319128.

**How much does Grant Tani Barash & Altman, LLC manage?**
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).

**How have Grant Tani Barash & Altman, LLC's assets and staff changed since 2023?**
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.

**What types of clients does Grant Tani Barash & Altman, LLC serve?**
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).

**Does Grant Tani Barash & Altman, LLC report any disciplinary disclosures?**
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

**What changed in Grant Tani Barash & Altman, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $2,280,463,766
- Discretionary: $2,038,466,358
- Non-discretionary: $241,997,408

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $16,912,221 |
| High net worth individuals | 172 | $2,232,688,646 |
| Corporations or other businesses not listed above | 9 | $30,862,899 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 89 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports 7 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): 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?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): 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?
- 11.D(2): 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?
- 11.D(4): 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?
- 11.D(5): 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?
- 11.E(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319128

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $1,584,401,800 | 76 | July 31, 2023 |
| October 2024 | $1,711,374,494 | 86 | March 28, 2024 |
| October 2025 | $1,779,607,579 | 89 | March 31, 2025 |
| October 2026 | $2,280,463,766 | 89 | May 6, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

### March 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grant Tani Barash & Altman, LLC (CRD 319128): Form ADV filing data as of October 2026.