Investment adviser · CRD 128793
ASSET MANAGEMENT CONSULTING SERVICES, INC.
Investment adviser filing (IA)
LIVINGSTON, NJ, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $144M Form ADV · Item 5.F
- Client accounts
- 36 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 5 | $124,301,432 | 86.2% |
| High-net-worth individuals | 6 | $19,893,621 | 13.8% |
Filing source
Form ADV 2040540 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
5 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
INVITATIONAL OPPORTUNITY FUND LLCHedge Fund · Last reported Mar 27, 2026$51.5MGross asset value
Form D fundraising filings
Invitational Opportunity Fund LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CBIZ CPAS P.C.
PCAOB 199
PERSHING LLC
SEC 8-17574
Fund details & source
- Fund ID
- 805-4676597640
- Reported beneficial owners
- 37
- Minimum commitment
- $500K
- Form D file number
- 021-372034
Form ADV 2040540 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
INVITATIONAL INVESTORS RETIREMENT FUND LPOther Private Fund · Last reported Mar 27, 2026$21MGross asset value
Form D fundraising filings
INVITATIONAL INVESTORS RETIREMENT FUND LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CBIZ CPAS P.C.
PCAOB 199
PERSHING LLC
SEC 8-17574
Fund details & source
- Fund ID
- 805-8500677004
- Reported beneficial owners
- 36
- Minimum commitment
- $100K
- Form D file number
- 021-372211
Form ADV 2040540 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
INVITATIONAL INVESTORS FUND LPOther Private Fund · Last reported Mar 27, 2026$20.6MGross asset value
Form D fundraising filings
Invitational Investors Fund LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CBIZ CPAS P.C.
PCAOB 199
PERSHING LLC
SEC 8-17574
Fund details & source
- Fund ID
- 805-5537644029
- Reported beneficial owners
- 45
- Minimum commitment
- $100K
- Form D file number
- 021-372025
Form ADV 2040540 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
INVITATIONAL PARTNERS FUND LPOther Private Fund · Last reported Mar 27, 2026$15.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CBIZ CPAS P.C.
PCAOB 199
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-8364563404
- Reported beneficial owners
- 36
- Minimum commitment
- $100K
- Form D file number
- 021-372043
Form ADV 2040540 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
INVITATIONAL PARTNERS RETIREMENT FUND LPOther Private Fund · Last reported Mar 27, 2026$15.4MGross asset value
Form D fundraising filings
Invitational Partners Retirement Fund LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CBIZ CPAS P.C.
PCAOB 199
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-7761434318
- Reported beneficial owners
- 27
- Minimum commitment
- $100K
- Form D file number
- 021-372046
Form ADV 2040540 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
293 EISENHOWER PARKWAY, SUITE 330LIVINGSTON, NJ, 07039, United States
CRD 128793
Filing source
Form ADV 2040540 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.