Data / Investment advisers / Pennsylvania / Aeternitas Investment Management, LLC
Aeternitas Investment Management, LLC, Yardley, PA: $173 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Aeternitas Investment Management, LLC is an SEC registered investment adviser with its main office in Yardley, Pennsylvania and reports $173 million in regulatory assets under management in its Form ADV filed July 15, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 338936
- SEC file number
- 801-136781
- SEC status
- Approved, effective July 22, 2026
- Main office
- 85 S. Main St Suite 203, Yardley, PA 19067
- Phone
- (267) 394-7872
- Website
- aeternitasinvest.com
- Regulatory AUM
- $172,503,179 in the Form ADV filed July 15, 2026
- Discretionary AUM
- $165,448,535
- Non discretionary AUM
- $7,054,644
- Accounts
- 67
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 51 | $157.9 million |
| Individuals (other than high net worth individuals) | 15 | $7.5 million |
| Pension and profit sharing plans | Fewer than 5 | $7.1 million |
Other advisers in Yardley
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cordatus Wealth Management LLC | Yardley | $630.4 million | Not listed | adviserinfo.sec.gov |
| The Estate Planners Group | Yardley | $422.1 million | Not listed | adviserinfo.sec.gov |
| Prometheus Capital Management Corp. | Yardley | $397.8 million | Not listed | adviserinfo.sec.gov |
| Yardley Wealth Management LLC | Yardley | $231.6 million | Not listed | adviserinfo.sec.gov |
| Crossover Capital | Yardley | $179.5 million | Not listed | adviserinfo.sec.gov |
| Attleboro Wealth Management LLC | Yardley | $129.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Yardley, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Aeternitas Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.