Advisor at Asset Management Consulting Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Asset Management Consulting Services, Inc.
Location
Livingston, NJ
Credentials
Series 63
Industry experience
23 years
Keith Abramson is a financial advisor with Asset Management Consulting Services, Inc. He holds a Series 63 designation and has 23 years of industry experience. Abramson has been with Asset Management Consulting Services since 1996 and has previously worked at Beech Hill Securities, Inc. and Abramson Financial, LLC. He is also the managing member and portfolio manager of a hedge fund, Invitational Opportunity Fund, LLC. Asset Management Consulting Services, Inc. advises primarily high-net-worth and institutional investors by recommending and monitoring independent portfolio managers and sponsoring private pooled investment vehicles. The firm focuses on manager selection and oversight rather than direct portfolio management, and it acts as general partner or managing member of multiple private funds, accepting performance-based and referral compensation arrangements.
Based on Asset Management Consulting Services, Inc.
$0 - $500,000: 2.0% annually (0.5% quarterly) for Invitational Investors Fund, L.P., Invitational Investors Retirement Fund, L.P. $500,000 - $2,500,000: 1.5% annually (0.375% quarterly) on first $500,000; 1.25% annually (0.3125% quarterly) on next $2,000,000 for Invitational Investors Fund, L.P., Invitational Investors Retirement Fund, L.P. $2,500,001+: 1.0% annually (0.25% quarterly) on next $2,500,000; 0.75% annually (0.1875% quarterly) on balance for Invitational Investors Fund, L.P., Invitational Investors Retirement Fund, L.P. $0 - $500,000: 2.0% annually (0.5% quarterly) for Invitational Partners Fund, L.P., Invitational Partners Retirement Fund, L.P. $500,000 - $2,500,000: 1.5% annually (0.375% quarterly) on first $2,500,000 for Invitational Partners Fund, L.P., Invitational Partners Retirement Fund, L.P. $2,500,001 - $5,000,000: 1.40% annually (0.35% quarterly) on next $2,500,000 for Invitational Partners Fund, L.P., Invitational Partners Retirement Fund, L.P. $5,000,001 - $7,500,000: 1.30% annually (0.325% quarterly) on next $2,500,000 for Invitational Partners Fund, L.P., Invitational Partners Retirement Fund, L.P. $7,500,001+: 1.20% annually (0.30% quarterly) on remaining balance for Invitational Partners Fund, L.P., Invitational Partners Retirement Fund, L.P.
Referral fees paid by Independent Portfolio Managers to AMCS ranging from 25% to 50% of fees collected by managers; commissions and markups from sale of securities and mutual funds may also be received by AMCS employees via affiliated broker-dealer Beech Hill Securities.
Performance-based fees applicable to Invitational Opportunity Fund, LLC and certain Independent Portfolio Managers; performance allocations typically 20% of profits and negotiated fees with managers.
Account minimum: $100,000 for Single Manager Funds; $500,000 for Multi Manager Fund (Invitational Opportunity Fund, LLC)
Livingston, NJ
New Jersey
Beech Hill Securities, Inc.
2015 - Present (11 years)
Abramson Financial, Llc
2003 - 2018 (15 years)
Asset Management Consulting Services Inc
1996 - Present (30 years)
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