Asset Management Consulting Services
Asset Manager SEC-registered adviser
Legal name: Asset Management Consulting Services, Inc.
Livingston, NJ
AUM
$144.2M
Regulatory AUM
Private funds
5
Other 4 · Hedge Fund 1
Private fund assets
$124.3M
Gross asset value
Employees
2
Last Form D raise
Jul 2026
Most recent fund filing
From SEC Form ADV filing (filed Mar 27, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
B
Funds(5)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Invitational Opportunity Fund LLC | Hedge Fund | $51.5M | $29.2M | 141 | Jul 2026 | Hot |
| Invitational Investors Retirement Fund LP | Other | $21.0M | $20.9M | 118 | Jul 2026 | Hot |
| Invitational Investors Fund LP | Other | $20.6M | $22.2M | 175 | Jul 2026 | Hot |
| Invitational Partners Fund LP | Other | $15.8M | $11.5M | 103 | Jul 2026 | Hot |
| Invitational Partners Retirement Fund LP | Other | $15.4M | $16.5M | 92 | Jul 2026 | Hot |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 128793
- SEC file number
- 801-62460
Sources
- SEC Form ADV Oct 14, 2026