Grant Tani Barash & Altman, LLC
● SEC registered since 2023CRD 319128SEC# 801-127101Beverly Hills, CA
Reg. AUM
$2.28B
Employees
89
Accounts
1,264
Location
Beverly Hills, CA
Grant Tani Barash & Altman, LLC assets under management
Grant Tani Barash & Altman, LLC is an SEC-registered investment adviser based in Beverly Hills, CA. The firm has been registered since 2023. It reports $2.3 billion in regulatory assets under management and employs 89 people.
Grant Tani Barash & Altman, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Kenneth Donovan Control | Chief Compliance Officer | Under 5% | 2024 |
| Corey Scott Barash Control | Secretary | Under 5% | 2004 |
| Grant Tani Barash & Altman, Inc. Control | Member | 5-10% | 2004 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Grant Tani Barash & Altman, LLC manage?
Grant Tani Barash & Altman, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Grant Tani Barash & Altman, LLC have?
Grant Tani Barash & Altman, LLC reports 89 employees.
Where is Grant Tani Barash & Altman, LLC located?
Grant Tani Barash & Altman, LLC is based in Beverly Hills, CA and has been SEC-registered since 2023.
Does Grant Tani Barash & Altman, LLC disclose fund performance?
Grant Tani Barash & Altman, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9100 Wilshire Blvd, Suite 1000 West, Beverly Hills, CA 90212 |
| Phone | 310-288-6267 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.28B▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$2.28Bregulatory AUM
Discretionary $2.04BNon-discretionary $242M