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| Asset Management Consulting Services Inc
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| |
|---|---|
| CRD # | 128793 |
| SEC # | 801-62460 |
| CIK # | |
| AUM | $121.6 MM (2024-03-27) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 212-628-7800 |
| Address | 293 Eisenhower Parkway, Suite 330 Livingston, NJ 07039 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Invitational Investors Fund LP | [2012-03-29] | 22.1 | 20.0 |
| Other | Invitational Investors Retirement Fund LP | [2012-03-29] | 20.9 | 18.4 |
| HF | Invitational Opportunity Fund LLC | [2012-03-29] | 29.2 | 38.4 |
| Other | Invitational Partners Fund LP | [2012-03-29] | 11.5 | 15.0 |
| Other | Invitational Partners Retirement Fund LP | [2012-03-29] | 16.5 | 15.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 14.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 107.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 121.6 |
| By Discretionary | ||
| Discretionary | 11 | 121.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 121.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.6 | |
| Total | 11 | 121.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Keith Abramson | 6 | ||
| Asset Management Consulting Services Inc | 5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Courant Investment Management LLC
✚
|
TN | 0.1 |
|
BlueMar Capital Management LLC
✚
|
FL | 0.1 |
|
Smith Asset Management Group LP
✚
|
TX | 0.1 |
|
Galileo Investment Management LLC
✚
|
NY | 0.1 |
|
Chicago Capital Management LLC
✚
|
IL | 0.1 |
|
Braeside Investments LLC
✚
|
TX | 0.1 |
|
Endurant Capital Management LP
✚
|
CA | 0.1 |
|
Vespermare Capital LP
✚
|
NY | 0.1 |
|
Steben & Company LLC
✚
|
MN | 0.1 |
|
Jasper Capital Hong Kong Limited
✚
|
0.1 |