ASSET MANAGEMENT CONSULTING SERVICES, INC. other names

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Adviser Profile

As of Date:

03/27/2024

Adviser Type:

- Large advisory firm

Number of Employees:

2

of those in investment advisory functions:

2

Registration:

SEC, Approved, 10/24/2003

AUM:

121,622,781 19.62%

of that, discretionary:

121,622,781 19.62%

Private Fund GAV:

106,975,294 18.33%

Avg Account Size:

11,056,616 19.62%

% High Net Worth:

54.55%

SMA’s:

YES

Private Funds:

5

Contact Info

212 xxxxxxx

Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
138M 119M 99M 79M 59M 40M 20M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Griffin Institutional Access Real Estate Fund Generates Second Highest Quarterly Return Since Inception
04/05/2021

“We are pleased with the Fund’s performance and believe we have delivered ... Chief Executive Officer of Griffin Capital Asset Management Company. “We were able to generate this attractive performance despite the backdrop of rising rates, which ...

us.acrofan.com

The New Ireland Fund, Inc. Announces Tender Offer
04/05/2021

The New Ireland Fund, Inc. (NYSE: IRL) (the “Fund”), a closed-end fund, announced today that the Fund’s Board of Directors has approved a cash tender offer for up to 25% of the Fund’s outstanding shares of common stock (“Shares”) at a price equal to 98% the Fund’s net asset value (“NAV”) per Share,

markets.businessinsider.com

CreativeCap Advisors partners with Stonehaven and rebrands to CCA Global Capital Group
01/13/2021

Opalesque Industry Update - CreativeCap Advisors - the global asset management consulting firm - announces it will rebrand to CCA Global Capital Group. The rebrand centers on evolving the company's focus on offering bespoke outsourced solutions across investor relations, business development and sal...Article Link

opalesque.com


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $38,401,426
Other Private Fund 4 $68,573,868

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Private Funds



Employees




Brochure Summary

Overview

Asset Management Consulting Services, Inc. (“AMCS”) is a Delaware corporation formed in 1995 to provide investment counseling services. AMCS doesn’t provide direct investment advisory or management services. AMCS recommends suitable Independent Portfolio Managers for each strategy. Thereafter, AMCS monitors the performance of the client accounts. Principal Owners Full Legal Name Title Ownership Code CRD No. Abramson, Bruce, Stuart Chief Executive Officer B 4719332 Abramson, Keith, Brett Chief Financial Officer E 3222095 Types of Advisory services AMCS offers Selection of Independent Portfolio Managers AMCS recommends suitable Independent Portfolio Managers for each strategy. Thereafter, AMCS monitors the performance of the client accounts. The terms and conditions that a client shall engage an Independent Portfolio Manager shall be stated in a separate written agreement between the client and the designated Independent Portfolio Manager. Upon engagement of the Independent Portfolio Manager by the client, AMCS shall render periodic advisory services to the client limited solely to the monitoring and review of the Independent Portfolio Managers performance. Factors which AMCS shall consider in recommending an Independent Portfolio Manager include, among others, the client’s investment objectives, and management style, performance, and reputation of the Independent Portfolio Manager. In addition to AMCS’s written disclosure statement as set forth on this Part 2A and Part 2B of Form ADV, the client shall also receive the written disclosure statement of the recommended Independent Portfolio Manager.
Management of Investment Funds AMCS serves as the General Partner of following Single Manager Funds:  Invitational Investors Fund, L.P.  Invitational Investors Retirement Fund, L.P.  Invitational Partners Fund, L.P.  Invitational Partners Retirement Fund, L.P. Invitational Investors Fund, L.P., Invitational Investors Retirement Fund, L.P., Invitational Partners Fund, L.P., Invitational Partners Retirement Fund, L.P., all Delaware limited partnerships (these four investment partnerships together “Single Manager Funds”). AMCS serves as the General Partner and is given discretionary authority to choose Independent Portfolio Managers for Single Manager Funds. Generally assets are invested with one Independent Portfolio Manager which is described in each Single Manager Funds offering memoranda. AMCS serves as the Managing Member of following multi-manager fund:  Invitational Opportunity Fund, LLC Invitational Opportunity Fund, LLC is a limited liability company organized under the Delaware Limited Liability Company Act. AMCS serves as the Managing Member and is given discretionary authority to choose the Independent Portfolio Managers and investment vehicles for the company. The assets of Invitational Opportunity Fund are invested with a diverse group of investment vehicles (commonly referred to as “hedge funds”), or with other Independent Portfolio Managers which is described in the Funds offering memoranda. Asset Under Management As of December 31st 2022 AMCS had assets totaling: Assets referred to Independent Portfolio Managers: $71,982,962 Assets of the Investment Funds: $90,404,377 Total Assets: $162,387,339