Aeternitas Investment Management, LLC: new SEC registration, $173M AUM, Yardley, PA
Aeternitas Investment Management, LLC (Yardley, Pennsylvania): new SEC registration, $173M AUM, Yardley, PA. Its amount of 173 is above the median of 134 (63rd percentile). Dated 105 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 173 · 63th percentile of 1,149 NewRiaPulse records · 1.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 29 related PA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Aeternitas Investment Management, LLC |
| Legal name | Aeternitas Investment Management, LLC |
| CRD | 338936 |
| Status | Approved |
| Registered with the SEC | 2026-07-22 |
| Latest Form ADV filing | 2026-07-15 |
| Location | Yardley, PA, United States |
| Regulatory AUM | $172,503,179 |
| Accounts | 67 |
| Employees | 3 |
| Website | http://www.aeternitasinvest.com |
| amount percentile | 63th of 1,149 (median 134, 1.3x median) |
| Peer records CSV (30 PA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-22
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (PA first): Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Fs Digital Infrastructure Advisor, LLC · Emerald Investment Advisers, LLC · Valen Private Capital, LLC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Aeternitas Investment Management, LLC and 30 Pennsylvania peers
- Pennsylvania NewRiaPulse records like this one: 30
- Aeternitas Investment Management, LLC's amount: 63rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Pennsylvania peer: $6,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $173M under management.
- Website on file.
What is the NewRiaPulse record for Aeternitas Investment Management, LLC in Yardley, Pennsylvania?
Aeternitas Investment Management, LLC received SEC registration as an investment adviser (2026-07-22) with $172,503,179 in regulatory assets under management, based in Yardley, PA.
How does Aeternitas Investment Management, LLC compare to other Pennsylvania NewRiaPulse records?
Its amount of 173 sits in the upper half (63th percentile) of 1,149 records; the median is 134. It is 105 days old; check the official source for later updates before acting.
Aeternitas Investment Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Aeternitas Investment Management, LLC | Yardley, PA | 173 | 63rd | 2026-07-22 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Pennsylvania NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.