Prelude Investment Services Llc
SEC-registered
Investment Adviser
CRD 339161
· SEC file 801-134769
· San Francisco, CA
· www.portfoliobridge.co
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ADV data as of Apr 24, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 2
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 4
AUM over time
$0
$0
Oct 17, 2025
Nov 25, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 2 | $0 | — |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 853 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗