Grant Tani Barash & Altman provides portfolio management for individuals and small businesses and selecting other managers.
Grant Tani Barash & Altman reports 226 clients. They include 172 high-net-worth individuals, 45 individual clients, and 9 corporations and other businesses. Of its assets, 89.4% ($2.04B across 861 accounts) are managed with discretion; $242M across 403 accounts are not. Of its clients, 3% are outside the U.S. It advised 9 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 20% | <1% |
| High-net-worth individuals | 76% | 98% |
| Corporations and other businesses | 4% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 45 | $16.9M | 0.7% | $376K |
| High-net-worth individuals | 172 | $2.23B | 97.9% | $13M |
| Corporations and other businesses | 9 | $30.9M | 1.4% | $3.43M |
| Total | 226 | $2.28B | 100% | $10.1M |
- Clients
- 45
- Regulatory AUM
- $16.9M
- AUM share
- 0.7%
- Avg. per client
- $376K
- Clients
- 172
- Regulatory AUM
- $2.23B
- AUM share
- 97.9%
- Avg. per client
- $13M
- Clients
- 9
- Regulatory AUM
- $30.9M
- AUM share
- 1.4%
- Avg. per client
- $3.43M
Total
- Clients
- 226
- Regulatory AUM
- $2.28B
- AUM share
- 100%
- Avg. per client
- $10.1M
- Clients outside the U.S.
- 3%
- Clients advised without assets under management last fiscal year
- 9
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Grant Tani Barash & Altman is paid through other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Hightower Holding, LLC owns 50% to 75% of Grant Tani Barash & Altman and is in turn owned by THL HT SPV, LP (25–50%). The leadership team of Grant Tani Barash & Altman includes President Warren Grant and Chief Compliance Officer Brent Donovan. It has 89 employees, 7 of them in advisory roles.
Leadership
- Warren GrantPresident and Manager
- Brent DonovanChief Compliance Officer
- Howard AltmanManager and Chairman
- Corey BarashSecretary
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Howard William Altman
- Corey Scott Barash
- Brent Kenneth Donovan
- Warren Howard Grant
- Kim Ibrahim
- Zoe Ann Lawrence
- Michael Provenzano
- Estelle Hitomi-Atney Thrasher
Staff
- 89 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 50% to 75% of Grant Tani Barash & Altman, LLC
Hightower Holding, LLC
Control person · since December 2021
- Owns 25% to 50% of Hightower Holding, LLC
THL HT SPV, LP
Control person · since November 2020
- Owns 25% to 50% of Grant Tani Barash & Altman, LLC
Gtba Group, LLC
Control person · since February 2010
- Owns 25% to 50% of Gtba Group, LLC
Altman Family Trust of 2000 -- Howard & Lori Altman Trustees
Control person · since December 2010
- Owns 5% to 10% of Grant Tani Barash & Altman, LLC
Grant Tani Barash & Altman, Inc.
Control person · since February 2004
Grant Tani Barash & Altman’s regulatory assets grew from $1.58B (July 2023) to $2.28B (May 2026); clients were 226 in both filings and employees rose from 76 to 89.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $2.28B | 226 | 89 | 1 |
| March 2025 | $1.78B | 229 | 89 | 1 |
| March 2024 | $1.71B | 232 | 86 | 1 |
| July 2023 | $1.58B | 236 | 76 | 1 |
Besides its headquarters, Grant Tani Barash & Altman has 0 offices, with 1 listed address in California.
California · 1 listed address
- 9100 Wilshire BLVD, Suite 1000 West, Beverly HillsHQ
Contact and registration details
- Legal name
- Grant Tani Barash & Altman, LLC
- Headquarters
- 9100 Wilshire BLVD, Suite 1000 West, Beverly Hills, CA 90212
- Website
- Not reported
- Phone
- 310-288-6267
- SEC file
- 801-127101
- Structure
- Delaware LLC
- Fiscal year end
- December
Grant Tani Barash & Altman has custody of $2.04B in client assets for 207 clients.
At year end, Grant Tani Barash & Altman’s separately managed accounts were mostly in cash (100%).
What the accounts hold
- Cash100%
How many clients does Grant Tani Barash & Altman have?
Grant Tani Barash & Altman has 226 clients and manages $2.28 billion for them, as of May 2026. They include 172 high-net-worth individuals, 45 individual clients, and 9 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 May 2026
What services does Grant Tani Barash & Altman offer?
Grant Tani Barash & Altman provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Grant Tani Barash & Altman have?
Grant Tani Barash & Altman has 7 investment adviser representatives registered with state securities authorities, out of 89 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Grant Tani Barash & Altman invest in?
At the end of its last fiscal year, Grant Tani Barash & Altman’s separately managed accounts held 100% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Grant Tani Barash & Altman?
Grant Tani Barash & Altman is owned through holding companies by THL HT SPV, LP and Altman Family Trust of 2000 -- Howard & Lori Altman Trustees. Its direct owners are Grant Tani Barash & Altman, Inc. (5% to 10%), Gtba Group, LLC (25% to 50%) and Hightower Holding, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 May 2026
How does Grant Tani Barash & Altman get paid?
Grant Tani Barash & Altman is paid through other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Grant Tani Barash & Altman registered with the SEC?
Yes, Grant Tani Barash & Altman has been registered with the SEC as an investment adviser since 3 January 2023. Its CRD number is 319128 and its SEC file number is 801-127101.
Source: Form ADV Part 1A, Item 1, filed 6 May 2026; IAPD firm record
How do I contact Grant Tani Barash & Altman?
Grant Tani Barash & Altman’s main office is at 9100 Wilshire BLVD, Suite 1000 West, Beverly Hills, CA 90212. Its phone number is 310-288-6267.