AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Aeternitas Investment Management, LLC
Aeternitas Investment Management, LLC
Filed as AETERNITAS INVESTMENT MANAGEMENT, LLC
Aeternitas Investment Management, LLC is an SEC-registered investment advisory firm in Yardley, PA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.
Quick answers
From the filingHow is Aeternitas Investment Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Aeternitas Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management.
How much does Aeternitas Investment Management, LLC charge?
Its Form ADV Part 2A brochure dated June 18, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Aeternitas Investment Management, LLC located?
Aeternitas Investment Management, LLC's principal office is in Yardley, PA, according to its Form ADV.
Is Aeternitas Investment Management, LLC registered with the SEC or a state?
Aeternitas Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338936.
How much does Aeternitas Investment Management, LLC manage?
Aeternitas Investment Management, LLC reports $172,503,179 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (96% discretionary).
What types of clients does Aeternitas Investment Management, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (51); individuals (other than high net worth individuals) (15).
Which custodians does Aeternitas Investment Management, LLC use?
Aeternitas Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Aeternitas Investment Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338936
What changed in Aeternitas Investment Management, LLC's recent Form ADV filings?
In the August 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1% of assets a year
The brochure's wording
Generally, the Investment Management fee will be 1.00% annualized, billed monthly on the basis of total account value at the close of business on the final calendar day of the preceding month.
The asset-based fees for investment management services are negotiable based on a client’s needs, situation, and total assets managed.
As stated in the firm's Form ADV Part 2A brochure dated June 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$172,503,179 as of October 2026, filing dated July 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Aeternitas Investment Management, LLC (CRD 338936): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/aeternitas-investment-management-llc-yardley-pa-338936