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GRANT TANI BARASH & ALTMAN, LLC
CRD 319128File 801-127101
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.28B
Top 25% of cohort (national)
Discretionary AUM
$2.04B
Non-discretionary $242.0M
Clients
226
1,264 accounts
Employees
89
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 3, 2023
- Principal office
- 9100 WILSHIRE BLVD, SUITE 1000 WEST, BEVERLY HILLS, CA, 90212
- Phone
- 310-288-6267
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.28B
- Discretionary AUM
- $2.04B
- Non-discretionary AUM
- $242.0M
- Discretionary accounts
- 861
- Non-discretionary accounts
- 403
- Total accounts
- 1,264
- AUM per client
- $10.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $30.9M |
| High net worth individuals | 172 | $2.23B |
| Individuals (other than high net worth individuals) | 45 | $16.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — BUNDLED FEES FOR ALL BUSINESS MANAGEMENT SERVICES
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 229 | 226 | decreased by3 |
| Apr 1, 2026 | AUM | $1,779,607,579 | $2,280,463,766 | increased by$500,856,187 |
| Apr 1, 2026 | Accounts | 953 | 1,264 | increased by311 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GRANT TANI” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GRANT TANI” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.