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| Aeternitas Investment Management LLC
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|
|---|---|
| CRD # | 338936 |
| SEC # | 801-136781 |
| CIK # | |
| AUM | $172.5 M (2026-06-29) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 267-394-7872 |
| Address | 85 S Main St Yardley, PA 19067 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 7.5 |
| (b) Individuals (high net worth individuals) | 51 | 157.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 67 | 172.5 |
| By Discretionary | ||
| Discretionary | 66 | 165.4 |
| Non-Discretionary | 1 | 7.1 |
| Total | 67 | 172.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.5 | |
| Total | 67 | 172.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Leibman Financial Servces Inc
✚
|
NE | 0.2 |
|
Shuttleworth & Company
✚
|
OH | 0.2 |
|
Zynergy Retirement Planning
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|
NJ | 0.2 |
|
Liberty Asset Management Inc
✚
|
IL | 0.2 |
|
Walnut Private Equity Partners LLC
✚
|
NE | 0.2 |
|
Vannoy Advisory Group Inc
✚
|
TX | 0.2 |
|
Argent Wealth Management Inc
✚
|
TX | 0.2 |
|
Cook Financial Designs Inc
✚
|
VA | 0.2 |
|
LWM Advisors Inc
✚
|
CA | 0.2 |
|
Goverman Financial Solutions LLC
✚
|
MA | 0.2 |