{
  "crd_number": 339161,
  "slug": "prelude-investment-services-san-francisco-ca-339161",
  "primary_business_name": "PRELUDE INVESTMENT SERVICES",
  "legal_name": "PRELUDE INVESTMENT SERVICES LLC",
  "dbas": [],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2025-12-04",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-04-24",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://portfoliobridge.co"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339161",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/prelude-investment-services-san-francisco-ca-339161",
  "display_name": "Prelude Investment Services",
  "summary": "Prelude Investment Services is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated April 24, 2026.",
  "citation": "AdvisorCensus. Prelude Investment Services (CRD 339161): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Prelude Investment Services compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Prelude Investment Services reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Prelude Investment Services located?",
      "a": "Prelude Investment Services' principal office is in San Francisco, CA, according to its Form ADV."
    },
    {
      "q": "Is Prelude Investment Services registered with the SEC or a state?",
      "a": "Prelude Investment Services is an SEC-registered investment advisory firm, registered since 2025. Status as filed: 120-Day Approval. CRD 339161."
    },
    {
      "q": "What types of clients does Prelude Investment Services serve?",
      "a": "By number of clients on Form ADV Item 5.D: other investment advisers (2)."
    },
    {
      "q": "Does Prelude Investment Services report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339161"
    },
    {
      "q": "Does Prelude Investment Services state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"Prelude does not have investment minimums for Clients to engage the Firm.\""
    },
    {
      "q": "What changed in Prelude Investment Services' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 1 to 4."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 4."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Prelude does not have investment minimums for Clients to engage the Firm."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Prelude does not have investment minimums for Clients to engage the Firm."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/prelude-investment-services-san-francisco-ca-339161.md",
  "clients": [
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 2,
      "fewer_than_5": true,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339161",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}