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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

ASSET MANAGEMENT CONSULTING SERVICES, INC.

CRD 128793

LIVINGSTON, NJ

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Search this name across graphsid dfx:ria:8b697a7f-087b-8dc7-d127-e3b808b560c7

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Mar 27, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.14 fund_share=0.86 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $144MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $144M
Private client RAUM: $19.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 14%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $72.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 36
High net worth clients: 6
Private funds: 5Schedule D 7.B(1)
Custody, client assets: $124M
SEC number: 801-62460
CRD: 128793
Filings on the tape: 17
First filed: Mar 29, 2012
Latest filed: Mar 27, 2026
Organised: Corporation, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KEITH BRETT ABRAMSON	n/a	LIVINGSTON, NJ	21	30	n/a	yes
BRUCE STUART ABRAMSON	n/a	LIVINGSTON, NJ	21	31	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
INVITATIONAL OPPORTUNITY FUND LLC	Hedge Fund	$38.4M	Mar 27, 2024	36	Mar 29, 2012	reported	021-372034
INVITATIONAL INVESTORS FUND LP	Other Private Fund	$20.0M	Mar 27, 2024	47	Mar 29, 2012	reported	021-372025
INVITATIONAL INVESTORS RETIREMENT FUND LP	Other Private Fund	$18.4M	Mar 27, 2024	40	Mar 29, 2012	reported	021-372211
INVITATIONAL PARTNERS RETIREMENT FUND LP	Other Private Fund	$15.2M	Mar 27, 2024	30	Mar 29, 2012	reported	021-372046
INVITATIONAL PARTNERS FUND LP	Other Private Fund	$15.0M	Mar 27, 2024	37	Mar 29, 2012	reported	021-372043

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ABRAMSON, BRUCE, STUART	CHIEF EXECUTIVE OFFICER	B	yes	01/1995	Mar 29, 2012	Mar 27, 2024
ABRAMSON, KEITH, BRETT	CHIEF COMPLIANCE OFFICER	E	yes	06/2020	Mar 29, 2012	Mar 27, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$144M	$144M	2	2	0	5	n/a
2024	Mar 28, 2025	$141M	$141M	2	2	0	5	n/a
2023	Mar 27, 2024	$122M	$122M	2	2	0	5	$107M
2022	Mar 30, 2023	$102M	$102M	2	2	0	5	$90.4M
2021	Mar 30, 2022	$138M	$138M	2	2	0	5	$123M
2020	Mar 30, 2021	$116M	$116M	2	2	0	5	$103M
2019	Mar 31, 2020	$155M	$83.3M	2	2	0	5	$83.3M
2018	Mar 29, 2019	$132M	$71.7M	2	2	0	5	$71.7M
2017	Mar 30, 2018	$147M	$78.6M	2	2	0	5	$78.6M
2016	Mar 30, 2017	$123M	$65.0M	2	2	n/a	5	$65.0M
2015	Mar 30, 2016	$121M	$65.5M	2	2	n/a	5	$65.5M
2014	Mar 30, 2015	$129M	$74.7M	2	2	n/a	5	$74.7M
2013	Mar 31, 2014	$127M	$74.1M	2	2	n/a	5	$74.1M
2012	Mar 27, 2013	$109M	$62.6M	2	2	n/a	5	$62.6M
2011	Mar 29, 2012	$122M	$63.3M	n/a	n/a	n/a	5	$63.3M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$144M	$141M	2.5%	$102M	12.4%	2	2	0	0

Relationships

Advises (5)

→ INVITATIONAL PARTNERS FUND LPPrivate fundOther Private Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ INVITATIONAL INVESTORS RETIREMENT FUND LPPrivate fundOther Private Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ INVITATIONAL OPPORTUNITY FUND LLCPrivate fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ INVITATIONAL INVESTORS FUND LPPrivate fundOther Private Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ INVITATIONAL PARTNERS RETIREMENT FUND LPPrivate fundOther Private Fund, IA
Mar 29, 2012 to presentfactForm ADV

Registered with (2)

← KEITH BRETT ABRAMSONAdvisorregistration: current employment
Oct 18, 2004 to presentfactForm ADV
← BRUCE STUART ABRAMSONAdvisorregistration: current employment
Oct 18, 2004 to presentfactForm ADV

Controls (2)

← ABRAMSON, KEITH, BRETTOwnerCHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 29, 2012 to Mar 27, 2024factForm ADV
← ABRAMSON, BRUCE, STUARTOwnerCHIEF EXECUTIVE OFFICER, ownership code B, individual
Mar 29, 2012 to Mar 27, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8b697a7f-087b-8dc7-d127-e3b808b560c7
First observed: Mar 29, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ASSET MANAGEMENT CONSULTING SERVICES, INC.

CRD 128793

LIVINGSTON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8b697a7f-087b-8dc7-d127-e3b808b560c7

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:09 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KEITH BRETT ABRAMSON

n/a

LIVINGSTON, NJ

n/a

yes

BRUCE STUART ABRAMSON

n/a

LIVINGSTON, NJ

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

INVITATIONAL OPPORTUNITY FUND LLC

Hedge Fund

$38.4M

Mar 27, 2024

Mar 29, 2012

reported

021-372034

INVITATIONAL INVESTORS FUND LP

Other Private Fund

$20.0M

Mar 27, 2024

Mar 29, 2012

reported

021-372025

INVITATIONAL INVESTORS RETIREMENT FUND LP

Other Private Fund

$18.4M

Mar 27, 2024

Mar 29, 2012

reported

021-372211

INVITATIONAL PARTNERS RETIREMENT FUND LP

Other Private Fund

$15.2M

Mar 27, 2024

Mar 29, 2012

reported

021-372046

INVITATIONAL PARTNERS FUND LP

Other Private Fund

$15.0M

Mar 27, 2024

Mar 29, 2012

reported

021-372043

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ABRAMSON, BRUCE, STUART

CHIEF EXECUTIVE OFFICER

yes

01/1995

Mar 29, 2012

Mar 27, 2024

ABRAMSON, KEITH, BRETT

CHIEF COMPLIANCE OFFICER

yes

06/2020

Mar 29, 2012

Mar 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$144M

n/a

2024

Mar 28, 2025

$141M

n/a

2023

Mar 27, 2024

$122M

$107M

2022

Mar 30, 2023

$102M

$90.4M

2021

Mar 30, 2022

$138M

$123M

2020

Mar 30, 2021

$116M

$103M

2019

Mar 31, 2020

$155M

$83.3M

2018

Mar 29, 2019

$132M

$71.7M

2017

Mar 30, 2018

$147M

$78.6M

2016

Mar 30, 2017

$123M

$65.0M

n/a

$65.0M

2015

Mar 30, 2016

$121M

$65.5M

n/a

$65.5M

2014

Mar 30, 2015

$129M

$74.7M

n/a

$74.7M

2013

Mar 31, 2014

$127M

$74.1M

n/a

$74.1M

2012

Mar 27, 2013

$109M

$62.6M

n/a

$62.6M

2011

Mar 29, 2012

$122M

$63.3M

n/a

$63.3M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$144M

$141M

2.5%

$102M

12.4%