YARDLEY, PACRD 338936Registration Status: ApprovedEffective since July 22, 2026Latest ADV July 15, 2026
Aeternitas Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Yardley, PA. Its latest Form ADV filing, dated July 15, 2026, reports $173M in regulatory assets under management, 3 employees, and 67 accounts.
Assets Under Management
$173M
Employees
3
Offices
--
Total Clients
66
Primary office
YARDLEY, PA
85 S. MAIN ST, SUITE 203, YARDLEY, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.3% of total clients.
Top client categories% of clientsClients
1
HNWI
77.3%
51
2
Individuals
22.7%
15
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$173Mas of July 15, 2026
Discretionary95.9%
$165M
96% of total RAUM95.9%
Non-discretionary4.1%
$7M
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$173M
Total Accounts67
10Y AUM Change$0 (0.0%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee22:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.