# 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.

- CRD: 338936
- Filed as: AETERNITAS INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Yardley, PA
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338936
- AdvisorCensus page: https://advisorcensus.com/firm/aeternitas-investment-management-llc-yardley-pa-338936

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 18, 2026)

- Asset-based fee: 1% of assets a year

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $172,503,179
- Discretionary: $165,448,535
- Non-discretionary: $7,054,644

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $7,530,811 |
| High net worth individuals | 51 | $157,917,724 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,054,644 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [aeternitasinvest.com](https://aeternitasinvest.com)
- LinkedIn @aeternitas-investment-management-llc

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aeternitas Investment Management, LLC (CRD 338936): Form ADV filing data as of October 2026.