{ "crd_number": 338936, "slug": "aeternitas-investment-management-llc-yardley-pa-338936", "primary_business_name": "AETERNITAS INVESTMENT MANAGEMENT, LLC", "legal_name": "AETERNITAS INVESTMENT MANAGEMENT, LLC", "dbas": [], "city": "Yardley", "state": "PA", "country": "United States", "cbsa_code": "37980", "metro": { "cbsa_code": "37980", "common_name": "Philadelphia", "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD", "path": "/advisors/pa/philadelphia" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2026-07-22", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-07-15", "carried_forward": false, "raum_total": 172503179.0, "raum_discretionary": 165448535.0, "raum_non_discretionary": 7054644.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 3, "advisory_employees": 2, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "individuals": { "raum": 7530811.0, "count": 15 }, "pension_profit_sharing": { "raum": 7054644.0, "count": null, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 157917724.0, "count": 51 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "PA" ], "websites": [ "https://aeternitasinvest.com", "https://linkedin.com/company/aeternitas-investment-management-llc" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338936", "city_as_filed": "YARDLEY", "url": "https://advisorcensus.com/firm/aeternitas-investment-management-llc-yardley-pa-338936", "display_name": "Aeternitas Investment Management, LLC", "summary": "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.", "citation": "AdvisorCensus. Aeternitas Investment Management, LLC (CRD 338936): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Aeternitas Investment Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Aeternitas Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management." }, { "q": "How much does Aeternitas Investment Management, LLC charge?", "a": "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." }, { "q": "Where is Aeternitas Investment Management, LLC located?", "a": "Aeternitas Investment Management, LLC's principal office is in Yardley, PA, according to its Form ADV." }, { "q": "Is Aeternitas Investment Management, LLC registered with the SEC or a state?", "a": "Aeternitas Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338936." }, { "q": "How much does Aeternitas Investment Management, LLC manage?", "a": "Aeternitas Investment Management, LLC reports $172,503,179 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (96% discretionary)." }, { "q": "What types of clients does Aeternitas Investment Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (51); individuals (other than high net worth individuals) (15)." }, { "q": "Which custodians does Aeternitas Investment Management, LLC use?", "a": "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." }, { "q": "Does Aeternitas Investment Management, LLC report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Aeternitas Investment Management, LLC's recent Form ADV filings?", "a": "In the August 2026 filing data: Newly registered with the SEC." } ], "filing_history": [], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated June 18, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": "1% of assets a year", "stated_range": null, "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 1% of assets a year" ], "quotes": [ "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." ] } ], "values": { "tiers": [ { "min": null, "max": null, "rate_pct": 1.0 } ], "range_pct": null, "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "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." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "National Financial Services LLC", "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/aeternitas-investment-management-llc-yardley-pa-338936.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 15, "fewer_than_5": false, "raum": 7530811.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 51, "fewer_than_5": false, "raum": 157917724.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": null, "fewer_than_5": true, "raum": 7054644.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338936", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }