Asset Management Consulting Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$144,195,053
Total clients
6
100% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
6
Average account size
$24,032,509
About
Asset Management Consulting Services, Inc. provides manager selection and ongoing monitoring to high‑net‑worth individuals, institutions, pension plans, trusts and private investment funds rather than acting as a direct portfolio manager. The firm also serves as general partner or managing member for several pooled vehicles — including Invitational Investors Fund, L.P., Invitational Partners Fund, L.P., and Invitational Opportunity Fund, LLC — and offers those funds to accredited and qualified investors.
AMCS’s investment process centers on sourcing and recommending Independent Portfolio Managers and other investment vehicles, applying due diligence that looks at investment philosophy, multi‑year performance records and asset thresholds, and then monitoring manager performance and allocations. For its pooled funds the firm negotiates manager terms, allocates capital among managers, and provides periodic fund reporting and audited financial statements as described in each fund’s offering memoranda.
What distinguishes AMCS from many peers is its role as a private fund sponsor and adviser that accepts pooled capital and, in some cases, portions of managers’ performance‑based compensation or negotiated fee concessions — arrangements the brochure identifies as a potential source of conflicts of interest. The firm also maintains referral relationships with Independent Portfolio Managers and an affiliation with an affiliated broker‑dealer, and its funds carry investor eligibility and minimums (commonly $100,000 for partnership funds and $500,000 for the multi‑manager vehicle), underscoring a focus on pooled‑vehicle investors rather than retail individual portfolio management.
Client services
Expertise
Fee options
$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)
Main office location
Asset Management Consulting Services, Inc.
293 Eisenhower Parkway, Suite 330
Livingston NJ 07039, United States
Number of offices
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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