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| Keyboard |
| Grant TANI Barash & Altman LLC
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|---|---|
| CRD # | 319128 |
| SEC # | 801-127101 |
| CIK # | |
| AUM | 2,280.5 M (2026-05-06) |
| Employees | 89 (8% Investors, 0% Brokers) |
| Phone | 310-288-6267 |
| Address | 9100 Wilshire Blvd Beverly Hills, CA 90212 |
| Source | [IAPD] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 0.0 |
| (b) Individuals (high net worth individuals) | 172 | 2.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,264 | 2.3 |
| By Discretionary | ||
| Discretionary | 861 | 2.0 |
| Non-Discretionary | 403 | 0.2 |
| Total | 1,264 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 1,264 | 2.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.3B |
| Clients | 9 (3 non-US) |
| Serves | Institutional, Retail |
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