E
$18.7M Total AUM
$18.7M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-23-2025
- Office Locations
- 1
Office Locations
-- Bozeman MT
About East Face LLC
East Face LLC is a Bozeman, MT registered investment adviser serving retail and institutional clients. The firm provides financial planning and portfolio construction, including tax and estate planning, charitable giving, insurance and business-succession guidance. Investment approach emphasizes active asset allocation and risk management, with ETF-heavy managed accounts custodied at Charles Schwab.
Team overview
-- AVG AGE
$18.7M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
Peter Robinson Obermeyer
Chief Compliance Officer, Owner, PORTFOLIO MANAGER
- CRD
- #8125630
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,736,999 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,736,999 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Public Funds:
Available U.S. Government/Agency:
Available Derivatives:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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