ASSET MANAGEMENT CONSULTING SERVICES, INC.
Adviser information for ASSET MANAGEMENT CONSULTING SERVICES, INC. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 11 | $121.6M |
| Non-Discretionary | 0 | $0 |
| Total | 11 | $121.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 6 | $14.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $107.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 42 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Selection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPerformance-based feesREFERRAL ARRANGEMENTS |
Identifiers
| SEC RIA File Number | 801-62460 |
|---|---|
| SEC ERA File Number | 801-62460 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 128793 |
| Legal Entity Identifier | None |
Principal Office
293 EISENHOWER PARKWAY, SUITE 330LIVINGSTON
NJ
United States
Monday - Friday, 9AM - 5PM
Tel: 212-628-7800, Fax: 973-992-3200
Chief Compliance Officer
KEITH ABRAMSON
ABRAMSON
293 EISNEHOWER PARKWAY, SUITE 330
LIVINGSTON
NJ
United States
Tel:
212-628-7800
Fax:
973-992-3200
K********@*************M
(Full email address available in API data)
Regulatory Contact
BRUCE ABRAMSON
CHIEF EXECUTIVE OFFICER
293 EISNEHOWER PARKWAY, SUITE 330
LIVINGSTON
NJ
United States
Tel:
212-628-7800
Fax:
973-992-3200
B********@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| INVITATIONAL INVESTORS FUND LP | LONG ONLY FUND | $20.0M | $0.1M | 47 |
| INVITATIONAL INVESTORS RETIREMENT FUND LP | LONG ONLY FUND | $18.4M | $0.1M | 40 |
| INVITATIONAL OPPORTUNITY FUND LLC | Hedge Fund | $38.4M | $0.5M | 36 |
| INVITATIONAL PARTNERS FUND LP | LONG ONLY FUND | $15.0M | $0.1M | 37 |
| INVITATIONAL PARTNERS RETIREMENT FUND LP | LONG ONLY FUND | $15.2M | $0.1M | 30 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ABRAMSON, KEITH, BRETT | Individual | – | CHIEF FINANCIAL OFFICER | 08/1996 | > 75% |
| ABRAMSON, BRUCE, STUART | Individual | – | CHIEF EXECUTIVE OFFICER | 01/1995 | 10-25% |
| ABRAMSON, KEITH, BRETT | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2020 | > 75% |