# Prelude Investment Services

> 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.

- CRD: 339161
- Filed as: PRELUDE INVESTMENT SERVICES
- Legal name: Prelude Investment Services LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339161
- AdvisorCensus page: https://advisorcensus.com/firm/prelude-investment-services-san-francisco-ca-339161

## Quick answers

**How is Prelude Investment Services compensated?**
On its Form ADV (Item 5.E, October 2026), Prelude Investment Services reports these compensation arrangements: a percentage of assets under its management.

**Where is Prelude Investment Services located?**
Prelude Investment Services' principal office is in San Francisco, CA, according to its Form ADV.

**Is Prelude Investment Services registered with the SEC or a state?**
Prelude Investment Services is an SEC-registered investment advisory firm, registered since 2025. Status as filed: 120-Day Approval. CRD 339161.

**What types of clients does Prelude Investment Services serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (2).

**Does Prelude Investment Services report any disciplinary disclosures?**
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

**Does Prelude Investment Services state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Prelude does not have investment minimums for Clients to engage the Firm."

**What changed in Prelude Investment Services' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 4.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> Prelude does not have investment minimums for Clients to engage the Firm.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | 2 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2025 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- portfoliobridge.co

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 4.

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prelude Investment Services (CRD 339161): Form ADV filing data as of October 2026.