Asset Management Consulting Services, Inc.
- Regulatory AUM
- $144M
- Discretionary
- $144M
- Clients
- 11
- Avg AUM / client
- $13.1M
- Accounts
- 36
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 6 | $19.9M | 13.8% |
| Pooled investment vehicles (non-investment companies) | 5 | $124M | 86.2% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $107M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Invitational Opportunity Fund Llc | Hedge Fund | Delaware | $38.4M | 36 |
| Invitational Investors Fund Lp | Other Private Fund | Delaware | $20.0M | 47 |
| Invitational Investors Retirement Fund Lp | Other Private Fund | Delaware | $18.4M | 40 |
| Invitational Partners Retirement Fund Lp | Other Private Fund | Delaware | $15.2M | 30 |
| Invitational Partners Fund Lp | Other Private Fund | Delaware | $15.0M | 37 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bruce Stuart Abramson | Chief Executive Officer | Jan 1995 (32y) | 10% – 25% | |
| Keith Brett Abramson | Chief Financial Officer | Aug 1996 (30y) | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $107M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Invitational Opportunity Fund Llc | Hedge Fund | $38.4M | $500K | 36 |
| Invitational Investors Fund Lp | Other Private Fund | $20.0M | $100K | 47 |
| Invitational Investors Retirement Fund Lp | Other Private Fund | $18.4M | $100K | 40 |
| Invitational Partners Retirement Fund Lp | Other Private Fund | $15.2M | $100K | 30 |
| Invitational Partners Fund Lp | Other Private Fund | $15.0M | $100K | 37 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.86 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • REFERRAL ARRANGEMENTS
Services
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗